Customer Management System Slider

360-Degree Customer View

  • Consolidate orders from different sales channels and attribute them to the same record
  • Maintain multiple ship-to addresses
  • See all orders, tickets, and returns from one dashboard
  • View lifetime customer value, with 30 and 60-day snapshots
  • Custom integration with POS systems for the ability to track customers across channels

Customer Service Portal

  • Access detailed order information, including order history, order status, and shipment
  • Easy return and exchange processes with the ability to cancel or modify orderr
  • Import customer database with CSV or Excel file
  • Create new orders or duplicate past orders
  • Add custom attributes to customer records
  • Add Customer Service tickets to orders – for internal or external use

Shipment Confirmation

  • Automated confirmation emails for new orders and shipment tracking
  • Create unlimited custom email templates
  • Send any email template to a single customer or to a filtered list of customers
  • Segment customers into pricing groups for orders created in SalesWarp
  • Create and send quotes then easily convert quotes into orders