Centralized Customer Management
No more scattered spreadsheets or missed opportunities. The built-in CRM organizes every customer interaction into a centralized timeline—so your team knows exactly where each shopper is in the buying journey.
CRM Features Include:
- Purchase and service history
- Class attendance records
- Machine registrations
- Contact notes and preferences
Turn One-Time Buyers into Lifelong Customers
Use automation to build better relationships after the sale:
- Schedule machine maintenance reminders
- Recommend accessories or upgrades
- Re-engage lapsed customers with targeted offers
Forecast and Plan for Future Sales
Stay on top of what’s coming. Use your CRM to:
- Identify top customers and seasonal buying trends
- Set follow-up tasks for team members
- Track open quotes and sales opportunities
Improve Team Coordination and Reporting
Help your sales and service staff stay aligned with shared visibility into customer history. Use built-in reports to measure team performance and uncover growth areas.
Key Insights You Can Track:
- Conversion rates from inquiries to sales
- Class attendance and repeat sign-ups
- Upsell success by product category
Commerce Connection Features
Contact Management
Conversion Tracking
Lead Scoring
Workflow Automation
Sales Dashboard
Reports Dashboard
Sales Analytics
Integrations
Customizable
SEO Tools
Task Management
Fraud Protection
*May require add-on modules