CRM

About

Pipelines, deals and follow-ups built on your real customers and orders. Payment links move deals to Won when the customer pays, automations react to carts, orders and refunds, and lead forms run on your own store domain.

What it includes

• Pipelines and stages on a board or a table, with odds, stale deals and weighted totals
• Tasks, calls, meetings and messages with due dates, a My day list and a calendar
• Rules that react to carts, orders, payments and refunds, with waits and a test run
• Lead forms on your own store domain or embedded on any site, with spam protection