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Well, they need to track orders, send newsletters to their customers, some help preparing physical newsletters, track inventory, etc. The basics. However, they
by bbmario 7y ago
Well, they need to track orders, send newsletters to their customers, some help preparing physical newsletters, track inventory, etc. The basics. However, they do it all with Excel right now, so some intelligence from a CRM would be nice: forecasting? When and how much inventory should I have for next season? etc.
- rrggrr 7y agoWhat you are looking for is as much ERP as CRM. You might have a look at Unleashed for inventory and Zapier integration to something like close.io for the outreach & CRM portion.
- bbmario 7y agoPrecisely. This is a niche: ERP/CRM mix for mom and pop shops, so they can afford the software and not get swamped in integrations/complex docs.
- Axsuul 7y agoWhat e-commerce platform are they on? For example on Shopify, you can install a wide range of apps to get access to different functionality (like Klaviyo for sending out newsletters). You mentioned they need to track inventory! Are they looking to do that across multiple sales channels? I built Trunk[1] which would centralize their inventory and sync it in real-time across everywhere they sell (e.g. Etsy, Shopify, Faire, eBay, Amazon, Square, Squarespace, etc.). If they also need to track their bundles/kits, Trunk can do that too. Feel free to visit the website and chat with me (bottom right icon)! 1. https://www.trunkinventory.com https://www.trunkinventory.com