CRM Overview

CRM Overview

The CRM (Customer Relationship Management) module bridges the gap between your store's order data and your sales and support operations.

CRM Sections

• Contacts — All customers and leads in one place
• Leads — Potential customers not yet converted
• Deals — Sales opportunities with pipeline tracking
• Tasks — Follow-up actions assigned to sales team members
• Support Tickets — Customer service requests
• Notes & Activity Log — Communication history per contact

Customer 360 View

Opening a contact shows their complete history: orders made, total spent, loyalty points balance, support tickets, deals, and all team notes and interactions.