retailCRM

Transform your store into a sales process

retailCRM is an omni-channel service on managing order processing for online stores and retailers.

Order processing in a single window mode

Your operators should process orders and not pinball between sevices, trying to add or find information.
All processes are simplified and automated. Employees perform minimum actions and clicks.

Automatic uploading orders and requests

from all possible channels
Connect all orders channels to import automatically to retailCRM:
  • sites and landing pages;
  • marketplaces;
  • social networks and messengers;
  • mobile applications;
  • live chats;
  • phone;
  • e-mail
  • CPA networks.
Обработка заказов
Омниканальная торговля

Omni-channel sales

Stop dividing customers into offline and online ones
For seamless retail you need only:
  • sales points` interface;
  • integration with POS terminals;
  • ordering via self-service terminals;
  • adding products to an order by means of a barcode scanner;
  • documents printing;
  • customer identification on a discount card. Learn more

Omni-channel sales

Stop dividing customers into offline and online ones
For seamless retail you need only:
  • sales points` interface;
  • integration with POS terminals;
  • ordering via self-service terminals;
  • adding products to an order by means of a barcode scanner;
  • documents printing;
  • customer identification on a discount card. Learn more
Омниканальная торговля
Коммуникации с клиентом

Communications with customers

Overall communications history despite the channel

IP telephony

Calls are distributed automatically between managers. A pop-up window with brief information about the caller appears at an incoming call. Calls records and history are available on the order page and calls log.

Email and SMS

Communicate with your customers by Email and send SMS. When necessary, this can be done by triggers, instead of operators.

Messengers

Connect messengers that you use to the retailCRM and communicate with customers in the most convenient place for them.

Work with orders

Necessary tools for stream order processing

Tasks
Assign tasks manually or automatically by means of triggers
Actions with orders
Link orders to each other, copy them, divide or combine
Duplicates detection
All duplicates in CRM are detected automatically. Then you can combine them
History of changes
Every change of the order is saved in the timeline, as well as the changes` author
Customer behavior
See which products the customer viewed at the site or bought. Use this information for relevant repeated sales
Statuses
Manage the order lifecycle using statuses and statuses groups
Validation
Configure validation rules to limit certain actions
Group actions
Reassign managers, change statuses or custom fields, print documents, ticking several orders at the same time
Комплектация и обработка состава заказа

Order assembling

Access to the catalogue with actual prices and balances directly from retailCRM

Track products SKU

View leftover stocks by trade offers

Work with products

Monitor products warehouses and manage their movement, offer analogues to the customers

Statuses correspondence

Set up the correspondence between products statuses and orders statuses for more automation.

Orders delivery

Integrate with delivery services and use your own couriers for managing the delivery from the order page.
Cost calculation
Delivery cost is calculated on the fly directly on the order page. Customers will love your speed.
Sending a request for delivery
You can send the request to the delivery in 2 clicks, not leaving CRM.
Cost constructor
Use dynamic delivery cost depending on region, weight and order sum.
Delivery statuses
Current delivery statuses are available in CRM. Use them when communicating with a customer or set up automatic notifications.
Managing product shipment
Manage requests for couriers of delivery services.
Your own couriers
Add your own couriers and assign the delivery of orders to them.
Stickers printing
Print stickers and supporting papers directly from the order page.
Integrations made
Connect delivery services you use in the store in the marketplace section.

Automation of business processes

Make yourself and your employees free from the manual routine actions by means of automation tools.
Statuses matrix
Set the required statuses transitions depending on the order type or the user group
Time limits
Specify the maximum time the order should stay in every status for monitoring expirations in order processing
Smart distribution of orders
Set up the rules for orders distribution according to the order type, method or store
Access rights
Control access rights to orders and customers
Separate statuses for cancellations and returns of products
Statuses for cancellations and returns of products are always in the separate group for correct analytics
Geohelper
Built-in service Geohelper determines time zone, time and customer index automatically, also it calculates the address
Работа с триггерами

Trigger system

Configure a trigger chain of rules for full automation
Use about 500 objects as trigger conditions. Some examples of using triggers:
  • transactional notifications;
  • notifications and assigning tasks to employees;
  • automatic changing the data on a customer, an order or a manager;
  • automatic outgoing call;
  • http requests

Trigger system

Configure a trigger chain of rules for full automation
Use about 500 objects as trigger conditions. Some examples of using triggers:
  • transactional notifications;
  • notifications and assigning tasks to employees;
  • automatic changing the data on a customer, an order or a manager;
  • automatic outgoing call;
  • http requests
Работа с триггерами

Interaction with legal entities

Create companies in CRM, add contact persons and their stores to them and manage corporate sales.
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