B2B sales and customer communication in one place.
Customers write via WhatsApp, Messenger, Instagram, email and live chat – EasyCRM collects it all in one inbox. Manage B2B clients, issue quotes and follow orders without switching apps.
WhatsApp, Messenger, email and live chat – one inbox.
Online stores have to be where their customers are. Messages from WhatsApp Business, Facebook Messenger, Instagram, email and the live chat widget on your site land in one shared inbox in EasyCRM, and the team replies straight from the CRM. You can filter conversations by channel and status.
- WhatsApp Business right in the CRM
- Facebook Messenger and Instagram DM in one inbox
- Email through a linked Google or Microsoft mailbox
- A live chat widget on your store – conversations in EasyCRM
- A shared inbox for team members with permission
A Kanban pipeline for wholesale and B2B customers.
Alongside retail orders, most online stores also serve B2B clients – resellers, distributors and partners – with individual prices and specific requirements. In EasyCRM you set up your own pipeline for B2B opportunities with configurable stages: from first contact through a quote to order confirmation. On the Kanban board you see all deals in progress, their value and their stage. You link an opportunity to a contact and record activities, tasks and meetings right on it.
- Configurable B2B pipeline stages
- Kanban view – the value and status of every deal at a glance
- An opportunity linked to a contact
- Activities, tasks and meetings attached to the opportunity
- Loss reasons – analysis of why a customer left
Quotes with PDF output and a connection to your store.
For B2B customers you issue a quote right in EasyCRM – with items from the product catalogue, VAT rates and sections for a clear layout. An accepted quote converts to an order in one click, and the order moves through the statuses confirmed, in progress and completed. Your store system can read contacts, opportunities and orders through the REST API and receive webhook notifications – for example when a deal is won or lost. There is no built-in Shopify or WooCommerce connector – you set up the connection to fit your platform.
- A product catalogue with VAT rates
- A PDF quote with lines and sections
- Quote-to-order conversion
- REST API with per-token permissions (from the Standard plan)
- Webhooks with an HMAC signature (Pro plan)
Benefits of EasyCRM for online stores.
- Customer messages from several channels in one inbox
- B2B customers and their activities clearly on every contact
- Quotes and orders without retyping into spreadsheets
- An API and webhooks for connecting to your store system
- Reports: revenue forecast, wins and losses, lead attribution
- Role permissions decide what each team member can access
- 14-day free Pro plan trial – no commitment
Online stores' questions about EasyCRM.
Try EasyCRM for your online store.
Register for free and try EasyCRM on a 14-day Pro trial.