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CRM for E-Commerce & Retail

Unify customer data across channels to personalize experiences and drive repeat purchases.

In e-commerce and retail, the customer relationship extends across websites, stores, social media, and support channels. A custom CRM unifies all of these touchpoints into a single view that drives personalized experiences and repeat revenue.

E-Commerce & Retail

Challenges We Solve

Common pain points in e-commerce & retail, and how a custom CRM eliminates each one.

The Challenges

  • Customer data fragmented across online and offline channels
  • No unified view of customer purchase history
  • Generic marketing that doesn't reflect buying behavior
  • Difficulty identifying and retaining high-value customers

Our Solutions

  • Unified customer profiles across all sales channels
  • Behavioral segmentation for targeted marketing
  • Automated loyalty and re-engagement campaigns
  • Customer lifetime value tracking and predictions

The Omnichannel Customer View

Every purchase, support ticket, email open, and website visit, all in one profile. Our retail CRMs create the unified customer view that modern commerce demands.

  • Integration with Shopify, WooCommerce, and POS systems
  • Purchase history and browsing behavior tracking
  • Customer segmentation by value, behavior, and lifecycle
  • Automated post-purchase and win-back campaigns
  • Loyalty program management and rewards tracking

Data-Driven Merchandising

Use CRM data to inform product decisions, inventory planning, and promotional strategy. Know what your best customers want before they ask for it.

Client Reviews

What Our Clients Say

Marketing attribution was a black box. Now we see which campaigns drive pipeline, which content converts, and what our actual CAC is by channel. Game changer.

Michelle Park

VP of Marketing, NovaTech Solutions

Raleigh, NC

ASIC compliance requirements meant off-the-shelf wouldn't cut it. Custom CRM with Australian data residency and full audit trails. Exactly what we needed.

James Whitfield

Managing Director, Harbour City Advisors

Sydney, NSW

ERP and CRM in sync. When a customer calls, anyone on the team can see order status, quality reports, and communication history. No more 'let me check and call you back.'

Linda Tran

Operations Director, Pacific Plastics Inc

Long Beach, CA

Our agents write more policies because the CRM handles all the follow-up. Quoting integration with our carriers means proposals go out in minutes, not days.

Laura Donovan

Sales Manager, Heartland Insurance Partners

Omaha, NE

Stakeholder management across municipalities, landowners, and regulators. Custom workflows for each relationship type. Our permitting timeline improved by 30%.

Mark Sullivan

CEO, Atlantic Wind Partners

Portland, ME

Candidate tracking, client relationships, and placement management in one system. Our fill rate improved 25% because nothing falls through the cracks anymore.

Nicole Sanders

Managing Director, Keystone Staffing Solutions

Philadelphia, PA

Fly-in/fly-out workforce management, equipment tracking, and client reporting. Our CRM handles the unique complexities of remote mining operations in WA.

Emma Richards

Operations Manager, Outback Mining Services

Perth, WA

Pet parent communication is everything in our business. Vaccination reminders, post-surgery follow-ups, and wellness plan tracking all automated. Our clients feel cared for.

Dr. Rachel Green

Veterinarian, Paws & Claws Animal Hospital

Raleigh, NC

Ready to Transform Your E-Commerce & Retail CRM?

Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.