Create a customer centric view

Transform your order transactions into a relationship view centered around individual customers. Leverage this app to transform and transfer data to CRM to automatically associate past orders, last order value, last order date and lifetime customer value for each individual customer.

Drive Better B2B Sales & Marketing

Distribute leads to your sales team based on customer group or customer value. Align specialization within sales team to address specific customer groups and customer types. Leverage linked purchases and last order date (made available by this app) to send proactive reminders and special offers through your CRM.

Custom Quotes for Abandoned Carts

Go beyond standard marketing emails to salvage abandoned carts. Your large ticket customers need special attention and hand-crafted deals. Leverage open opportunity and/or quotes created by this app to act on abandoned carts. View linked customer past data to weigh in deal significance. Use our rule based abandoned cart notifications to reduce clutter and focus on the important ones.

More effective marketing

Design your promotional offerings based on Customer group, Last order amount, Last order date and/or Lifetime customer value. Auto-time your offers for individual customers or customer groups.

Better Analytics

Not all your customers buy similar products. Segment and analyze customer by customer groups, lifetime value or last order date.

Not all your customers are equally important. Segment based on customer group or lifetime value. Build predictors for new customers based on segmented data.

Act on real-time data

Act on near real-time data feed from Cloud Connector to salvage lost carts, up-sell on recent orders or to just send thank you note on a new order. Build better customer relationships by reacting early.

Supported Target CRMs

• Salesforce CRM
• Zoho CRM

Things to know

• Setup takes just minutes.
• We don't store any of your store or target app transactional data on our servers.
• API Authorization tokens are stored to run the process every 5 mins.
• For Zoho CRM, needs Zoho Professional, Enterprise, CRM Plus or Zoho One edition. Zoho CRM Free version is not supported.
• For Salesforce CRM, Enterprise, Performance or Unlimited edition are supported. Contact, Group or Professional Salesforce editions don't have API access enabled and hence are not supported.

Help & Support

We provide support through our Support Portal and through emails. You can contact us at anytime by visiting our Support Portal. Our apps are built for simplicity and aligned to needs of eCommerce merchants like you.