Products & storefronts
What you sell is set up in the shop. Storefronts separate the shops, the CRM stays the same.
Products, checkout, orders and the invoice after. The customer journey – from the first click to renewal, with channels, CAC and CLV – belongs to this module.
What you sell is set up in the shop. Storefronts separate the shops, the CRM stays the same.
Checkout with payment. A paid order becomes customer, invoice and revenue – not three manual steps.
Open carts and finished orders in one place. You see where a purchase drops off.
Shipping methods, discounts and referrals on the shop. The referral channel stays measurable.
Payment writes the invoice into accounting and shows it in the customer center.
Every touch from the first visit to recurring revenue. Funnel, channels, CAC, CLV and retention in one view.
Spots the pattern and suggests the next fitting product. Up-sell and cross-sell hang on the journey, not on a hunch.
Master data, contacts and the full history – encrypted in one place.
A portal in your brand: invoices, news, FAQ, guides and status.
Quotes, invoices, contracts, reminders and the handover to your tax advisor.
Terms, renewal, cancellation and recurring invoices – separate from contracts.
Requests with ownership, SLA and the full customer history.
Find matching companies, check their websites, take them on as customers.
See outages and changes before the customer calls.
Newsletters and trigger-based email. No further marketing module.
Licenses, credentials and expiry dates in one place.
Wiki and process knowledge for the team – and articles for support.
Sell, take payment, write the invoice – and see the customer journey.