Ecommerce CRM with a call center
Every lead, order and rebill on one customer record, with visual automations and agents working from the same data.
One record from first click to rebill
Nothing to sync between tools, because the funnel, the checkout and the CRM are one system. See all features.
Model more than contacts
Create an entity for anything you track, give it custom fields, and run it through its own pipelines. Or describe it and let the AI build the CRM.
- Custom entities with custom fields
- Several pipelines per entity, each with stages
- Kanban board: drag a card to change its stage
- Forms write straight into an entity
- Leads
- From forms, quizzes and abandoned carts
- Customers
- Orders, upsells, rebills, refunds
- Deals
- Wholesale, retail or partner pipelines
- Affiliates
- Partners and their commissions
Automations that start on real events
A visual builder: pick the trigger, add waits, conditions and splits, then the actions. Backend JavaScript when you need more.
- Triggers
- Purchase, new customer, refund, chargeback, abandoned cart
- Also
- Form entry, page event, network postback
- Logic
- Wait, continue if, split test, round robin
- Actions
- Email, SMS, phone call, Slack, webhook
Reach customers where they answer
Automated sequences and broadcast campaigns.
SMS and calls
Send SMS and place calls through Twilio.
Agents
Leads routed to the call center queue.
Keep your other tools if you like
Sync to HubSpot, Keap or Pipedrive
Contacts flow to the CRM your sales team already uses, plus deals in Pipedrive.
EmailKlaviyo and more
Push buyers to your email platform.
AnalyticsRevenue per lead
Each record carries its source.
Checkout & PaymentsOrders land on the record
Bumps, upsells, rebills and refunds, as they happen.
Ecommerce CRM FAQ
What can I model with custom CRM entities?
Anything your business runs on, not only contacts: leads, customers, deals, affiliates or wholesale accounts. Each entity gets its own custom fields and its own pipelines and stages.
How does the CRM connect to my pages and checkout?
It is the same data layer. A form on a page creates a collection that is also a CRM entity, orders and quiz answers land on the customer record, and the call center works from the same entries.
Do I need to write code to build automations?
No. The automation builder is visual: a trigger, then waits, conditions, splits and actions. Backend JavaScript is there when you want full control.
What can start an automation?
A new purchase, a new customer, a refund, a chargeback, an abandoned cart, a form entry, a page event or a postback from your affiliate network, including ClickBank.
Can the CRM send email and SMS?
Yes. Automations send email and SMS and can place phone calls through Twilio. Email campaigns send broadcasts to an audience you preview first.
How does the call center use the CRM?
Agents work leads straight from CRM pipelines set up for the call center, so every call, order and note stays on the customer record. See the call center page for the agent workstation.