CUSTOMER FOLLOW-UP CRM
Turn customer follow-up into repeat sales
Assign customers to your sales team, run focused sales campaigns, and track every interaction to a clear outcome.
Sync customers from Shopify, WooCommerce or your existing ordering or booking system
Know your customer
Orders, value, recent activity and relationship history in one place.
Run follow-up campaigns
Assign customers to salespeople and have structured follow-up.
Track outcomes
Keep every interaction moving until a clear result is reached.
Capture feedback
Turn customer conversations into actionable management insight.
Know your customer
Give salespeople the customer and transaction context they need before every follow-up.
Understand customer value
View total orders, total purchase value, last order date and recent transactions.
Identify follow-up opportunities
Compare the last order date with the last contact date to find customers due for follow-up.
See the complete relationship history
Review previous activities, outcomes, notes, files and recorded customer feedback.
Segment customers precisely
Organize customers using tiers, lists, custom fields, scores and multiple tags.
Connect your transaction data
Sync customers and orders from Shopify, WooCommerce, BigCommerce or your ordering, ERP or booking system.
Run follow-up campaigns
Organize customer outreach around seasonal occasions, promotions, reactivation and reorder opportunities.
Assign customers and activities
Distribute campaign customers across the sales team and give every follow-up a clear owner.
Guide salespeople with scripts
Provide campaign-specific messaging, talking points and objection-handling guidance.
Give salespeople a clear daily agenda
Bring due activities, customer context, notes and next actions together in My Day.
Track campaign execution
Monitor assigned customers, completed activities, follow-up coverage and salesperson performance.
Track outcomes
Keep each customer moving through the follow-up process until a defined outcome is reached.
Record the result of every interaction
Capture whether the customer ordered, asked to be contacted later, declined, was unreachable, or reached another defined outcome.
Keep the next action clear
Schedule the next call, task, or follow-up directly from the completed activity.
Identify overdue and unfinished follow-ups
See which customers still require attention and which activities are falling behind.
Measure effort by salesperson and campaign
Compare completed activities, coverage, outcomes, and team performance.
Capture the voice of the customer
Collect customer feedback during every interaction and turn individual conversations into management insight.
Capture feedback with every activity
Record what the customer said alongside the interaction, outcome, and next action.
Identify recurring objections and customer needs
Spot common pricing concerns, availability issues, product requests, and reasons customers do not buy.
Turn feedback into better decisions
Use customer insight to improve offers, sales scripts, products, services, and future campaigns.
It completely integrates with our eCommerce platform, BigCommerce and makes for ease of tracking our customers and sales data. Best CRM for eCommerce that we have found.
I like the fact that everything is in one place and is easy to see everything and is easy to use. This makes it fast and easy to be able to go in whenever you want and look at things such as sales history, email marketing, etc.
Great value for price point. A lot of amazing functionality and features that would only be available in a more expensive CRM. It works well for our company on the B2B-side, although it seems to be well built for our B2C customers & transactions as well. The segments and automations are great!!
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