Connect CRM to your Shop-Script store
CRM opens new horizons for your business. Forget the chaos in order processing and customer requests. Integrating CRM with Shop-Script will bring order, structure, and transparency to your business. CRM increases your productivity, makes customer interactions easier, and even help boost sales.
Increase sales
Enables effective customer interaction, tracks potential deals, and monitors the sales process.
No customer gets lost
Organizes all customer information in one place and makes your work easier. No customer will be overlooked.
Increases productivity
Your team can work productively, share information, and easily find the necessary data.
I have an online store. Why do I need a CRM?
If your relationship with customers is limited to one-time purchases, then the functionality of Shop-Script might be enough for you. However, if you aim for long-term relationships with customers and their retention, CRM can be a valuable tool. CRM collects customer data from all available sources, creating a complete "customer profile". This can include blog comments, support requests, transaction data, and more. Using this data, you can build a more effective strategy for customer interaction and communication.
Organize customer contacts
Achieve perfect order in your contacts: turn chaos into a system with segments, tags, and classes. All this is enhanced by the customer card, where all information about the buyer is collected. Every deal, every invoice — everything related to the customer is stored and tracked in this card.
Individual approach to each customer
If you have a large team and many customers, don’t worry — with CRM, you’ll always be aware of your responsibilities. Each customer can be assigned a personal manager through CRM. Every time this customer contacts the company, CRM automatically directs them to the assigned manager. This helps maintain communication history and makes customer interaction more personal and effective.
Improve customer interaction
Shop-Script already offers convenient search and filtering, but with CRM you take a giant leap forward. CRM allows you to create detailed customer segments, track their entire interaction history with your business, and communicate with them directly through messengers. Get a complete portrait of each customer and use this data to make more personalized offers.
Segments
Separate wholesale customers from retail customers, group customers by geographic location, or mark those who have purchased specific products.
Tags
Tags are your personal assistant in navigating contacts. Assign tags based on purchase history or any other information that helps you in your work.
Classes
Divide contacts by classes to always know which communication strategy to apply. For example, VIP clients can be offered special cooperation conditions.
Effective email campaigns
With CRM, you can efficiently segment your recipient list to create more targeted and effective email campaigns. Integration with Shop-Script allows you to access the complete purchase history of each customer, making your work even easier. You can segment customers not only by their demographics but also by their purchase preferences, order history, and behavior on the website. This significantly increases the return on each marketing campaign and helps you earn more.
Deals
Deals no longer get lost in endless emails or notes. Each deal has its own card containing all the necessary information — deal amount, invoice, contact, and responsible person. You always know what stage the deal is at and see the entire history of interaction with the customer in a single feed.
Why do you need deals if there are orders in Shop-Script?
If the order processing in your store exceeds the simple scheme of "received order - shipped product," then CRM will be a useful tool for your business. You may need to discuss the order with the customer in detail, assemble the product from different components from various suppliers, or even take additional orders from the same customer for a comprehensive shipment. In this case, an order becomes a "deal" — a more complex and multi-stage process, which CRM makes easier to manage. By the way, in Shop-Script, you can convert any order into a deal with one click.
Automatic synchronization of orders and deals
Connect your Shop-Script to CRM quickly and without special technical skills. Once installed, CRM will automatically collect all the necessary data from your Webasyst. Automate the process of creating deals in CRM based on orders from your Shop-Script store. Here’s how it works:
- Install the CRM app.
- Go to Settings -> Integration with Shop-Script -> Automatic deal creation.
- Select the stores you want to connect to CRM. This will allow automatic creation of deals for orders from the selected storefronts.
- Then, determine when the deal should be created: immediately after the order is received or only after it is confirmed.
- Set up the funnel through which new deals will pass and assign a responsible person to handle them.
Sales funnels
A sales funnel is a convenient tool for visualizing and managing the sales process. You can create and customize a funnel that reflects the unique stages of your business and track the progress of each deal from start to finish.
Kanban board
Visualize the sales process with a Kanban board. Each column represents a stage in the sales funnel, and the cards represent specific deals. This allows you and your team to easily see which stage each deal is at, who is responsible for it, and what actions need to be taken next.
Tasks and reminders
With CRM, you can create tasks and reminders for yourself and your team. Create tasks, set priorities and deadlines, and assign responsible employees. Improve team productivity and never forget important deadlines, calls, and meetings with clients.
Mobile app
The CRM mobile app is available on Android and iOS.
The app helps you stay connected with your customers and deals anytime, anywhere. Track interaction history, create tasks, send invoices, and much more—all from the app on your smartphone.
Push notifications
More notifications! Push notifications are now sent when calls and incoming messages are received and when reminders are approaching.
Stay connected with customers
Stay in touch with your customers wherever you are. Receive alerts about new messages and never miss an important inquiry.
Deal management
Track all stages of deals right on your mobile device. Create new deals, update their statuses, and manage the entire process from start to finish.
Play with demo
No signup! Explore the app with no more questions asked. Click, tap, feel free to do anything with the content you see.
Take your sales to the next level
With CRM, communication with your customers becomes organized and productive. The app allows you to track all interactions, from the first contact to subsequent sales. You get quick access to all the necessary information about the customer and communication history, enabling you to respond to inquiries faster and more effectively.
Sell in messengers
Don't limit yourself to the website and marketplaces. The CRM includes a "Messages" section where you can sell your products and services directly in messengers. This not only opens up new sales channels but also allows you to communicate with customers in a more informal and friendly setting. Connect the most popular social networks and messengers to CRM and don’t miss potential buyers.
All interaction history in one place
Contacts in CRM appear automatically thanks to integration between various Webasyst apps. Every action related to a contact is recorded and stored in the "Now" section. From calls and correspondence to deals and orders — all data about customer interactions are stored in chronological order from various Webasyst sources.
Conversations
All correspondence with customers, including messages from various messengers, is collected in one place.
Files
Gather all documents, contracts, protocols, and order attachments along with customer information.
Notes
Create records about customers, save special requests, and note each buyer's unique behaviors.
IP telephony
With our IP telephony integration, you can make phone calls directly through the CRM interface. It’s convenient, efficient, and saves your time. When a customer calls, all the necessary information about the customer and their communication history is displayed on your computer screen. This helps you quickly understand the context and offer a personalized approach.
Moreover, all calls are automatically recorded and saved in the CRM. You can listen to these recordings at any convenient time, which helps improve service quality and evaluate your team's performance.
Moreover, all calls are automatically recorded and saved in the CRM. You can listen to these recordings at any convenient time, which helps improve service quality and evaluate your team's performance.
Payment invoices
The faster your customers pay for their orders, the sooner you can ship their products and handle the next orders. Our invoicing feature allows you to simplify and speed up the payment process.
Instead of making the customer return to your site and go through the entire checkout process, you can simply send them an invoice directly from CRM. The customer can then choose their preferred payment method and pay the invoice via the link.
Instead of making the customer return to your site and go through the entire checkout process, you can simply send them an invoice directly from CRM. The customer can then choose their preferred payment method and pay the invoice via the link.
Team performance analysis
CRM not only helps improve customer interaction but also allows you to analyze your team's performance. See which manager closed the most deals this month or who needs additional training. This makes team management transparent and focused.
Employee access rights management
Set up access profiles for your employees and use different levels of confidentiality for access to customer cards, deals, and sales funnels.
Add more capabilities with plugins
Fine-tune to meet your needs, connect various payment services, IP telephony, web forms on your site, integrate with social networks and messengers, and extend functionality to help your business work faster and achieve more than before.
