Integrating your online store with your CRM
Your store’s customers and orders, organised automatically in your CRM.
When a store starts selling, information gets scattered: orders in the store, customers in an Excel sheet, conversations in email. To know who bought what, or who it’s worth contacting, someone has to pull data together by hand.
With this integration we connect your e-commerce store (online shop) to your CRM (Customer Relationship Management), the tool where your company organises customers, opportunities and follow-ups. Customers and orders are synced as far as your platform allows.
It’s for businesses that already use a CRM, or are about to adopt one, and want the store and the sales team to work with the same data.
It solves a specific problem: keeping each customer’s information complete and up to date without copying anything. The price is a starting price, because every combination of store and CRM is different.
- Order in the store
- Sync
- CRM
- Follow-up
- Reporting
Analysis
We review your store, your CRM and which data you want to sync.
Data mapping
We define which store field goes to which CRM field.
Connection
We set up the integration using the methods each platform offers.
Testing
We place test orders and check that customers and orders reach the CRM correctly.
- Analysis of the store and the CRM
- Definition of the data to sync
- Sync of customers and orders, depending on the platform
- Functional testing
- CRM and connector tool licences
- Full CRM setup from scratch: available as CRM Setup
- Extraordinary integrations with other systems: ERP (Enterprise Resource Planning, management software), warehouses or accounting
- Sales automations and data dashboards: available as an additional service
Imagine an online pet supplies store that sells every day and wants to contact customers when their usual pet food is running out.
Before
The orders are in the store and the customers in a spreadsheet someone updates when they can.
After
Every order reaches the CRM automatically with the customer’s details. The team knows who bought what and when, and can follow up.
- Customer and order data in one place
- Less lost or duplicated information
- Better follow-up with each customer
- A foundation for campaigns, automations and data-driven decisions
- It can reduce the hours spent copying orders and customers from one tool to another.
- It reduces errors from duplicated or incomplete data.
- It saves you working with several lists that never match.
- Active integration between store and CRM
- Summary of the synced data
The price depends on what you combine. Tick this service and whatever you need with it in the calculator and you’ll see your quote straight away, with the launch price applied.
- Choose services
- Leave your details
- See your quote
Which CRM does it work with?
It depends on your store platform and your CRM. We review it at the start and confirm what can be synced.
What if I don’t have a CRM yet?
We can implement one with CRM Setup and then connect it to your store.
Are the licences included?
No. Licences for the CRM and any connector tools are paid directly to the provider.
Why is it a «from» price?
Because every combination of store, CRM and data is different. We confirm the price after the analysis and before we start.
Next step
Tell us about your situation and we’ll tell you, with no commitment, whether this service fits or which alternative makes more sense.