A CRM that already knows
your customers.
Because it lives inside the same system that takes their orders. Contacts, a kanban pipeline, account health and automation — all reading real orders and account value, not a disconnected database you re-key into.
Most CRMs only know what you re-key into them.
A bolt-on CRM sits beside your store, blind to what customers actually buy — so your team spends its time copying orders across and reconciling two versions of the truth. Here the CRM is built into the platform that takes the orders, so it already knows account value, order history and credit terms. Nothing to import. Nothing to sync. One record per customer, everywhere.
Contacts, pipeline, health, automation.
Everything you'd expect from a serious CRM — with the one advantage a bolt-on can never have: it's already reading your real commerce data.
Contacts & communications log
- Role tags on every contact so you know who decides and who orders
- Every interaction in one place — the full communications log per account
- Activities and notes attached to the people they belong to
- Order history sits right there, because it's the same system
Opportunities & pipeline
- A kanban pipeline you drag deals across, stage by stage
- Custom stages you define to match how you actually sell
- Each deal card carries its account, value and history alongside
- Feeds quote-to-order on the wholesale side without re-keying
Account health scores
- A clear signal on each account — thriving, steady or needing care
- See where to spend your team's time instead of guessing
- Surface accounts worth a call before they go quiet
- Read against real order value, not survey vibes
CRM automation rules
- Rules that fire on activity so nothing slips through
- Move a deal, tag a contact, prompt a follow-up — automatically
- Built on the same events your commerce already produces
- Less manual housekeeping, more time on the relationship
It lives where your commerce does.
The pipeline sees the orders. The contact card shows the account value. The automation fires on the same events the store already produces. Nothing is re-keyed, nothing drifts out of sync — the relationship and the revenue are one record.
- The pipeline reads real orders, account value and history
- Per-account pricing agreements shared with the wholesale side
- Credit limits shared with the wholesale side, not duplicated
- A relationship becomes a quote, then an order, in the same place
From a conversation to a quote to an order.
Because the CRM and the storefront are the same platform, a deal you've nurtured in the pipeline becomes a quote on the wholesale side, then an order — with the account's agreed pricing and credit limit already applied. No export, no copy-paste, no second system to keep honest.
- Log the conversation and notes against the contact
- Move the opportunity across your custom pipeline stages
- Convert to a wholesale quote with per-account pricing applied
- Land the order in the same fulfilment and accounting flow
The CRM in context.
The pipeline doesn't end at the deal. See where it connects across the rest of the platform.
Stop re-keying your customers into a second system.
The CRM that already knows your orders, your account value and your terms — because it's built into the platform that takes them. Let's walk your pipeline together.