Customer Relationship Manager (CRM)

Better manage your customer relationships with this custom CRM directly integrated with your shopping cart platform. Easily keep track of customers in the sales funnel, review their purchase history, exchange messages with them, check current order statuses and create private notes.

WATCH THE GIF
PLAY THE VIDEO

Questions?

We can help you determine which functionality is best for Shopify, Bigcommerce, Volusion, VTEX, Magento, 3d Cart, Wordpress / WooCommerce, Opencart, Episerver, Oracle ATG and any Custom Cart.

Contact us today with any additional questions you may have about our functionalities.

Other Functionalities

Scheduled Deliveries Functionality

Read more

Customer-Specific Catalogs Functionality

Read more

Contract Pricing Functionality

Read more

Chatbots for Order Inquiries

Read more

Purchase Approval Workflows Functionality

Read more

Automated Reconciliation Functionality

Read more

IoT Device Integration

Read more

Dynamic Pricing Based on Market Demand

Read more

Flexible Payment Solutions (Sell On Credit) Functionality for B2B

Read more

Customer Segmentation

Read more

Company Sub-Accounts Functionality

Read more

Sales Representative Assignment Functionality for Bigcommerce and Shopify

Read more

Multi-Warehouse Management

Read more

Virtual Try-On

Read more

Flash Sales

Read more

Customer-Specific Catalogs

Read more

Net Payment Terms

Read more

Multi-User Accounts (MUAs)

Read more

Scheduled Deliveries for eCommerce Stores

Read more

Contract Pricing Functionality

Read more

Purchase Approval Workflows Functionality

Read more

Multi-Warehouse Inventory Management Tool

Read more

Ebay Integration

Read more

Custom Photo/File Uploads

Read more

Recently Viewed Products

Read more

Year Make Model Finder for Shopify, Bigcommerce, and Magento

Read more

Pay With Two Cards Option at Checkout for eCommerce

Read more

BigCommerce & Shopify Tax Exemption Checkout Functionality

Read more

Wedding Gift Registry System

Read more

2-Step Account Login Verification

Read more

Bulk Ordering for eCommerce

Read more

Advanced Search Functionality

Read more

Accordion Checkout

Read more

ACH E-Check Payment Integration

Read more

eCommerce Layaway Functionality

Read more

Power Reviews Integration

Read more

Part Builder Functionality For Bigcommerce, Shopify, and Magento

Read more

Ship to Multiple Addresses Functionality for Shopify and Bigcommerce

Read more

Advanced Filter

Read more

Product Configurator For Bigcommerce And Shopify

Read more

Dynamic Measurement Price Calculator

Read more

Pay with Multiple Payment Methods Functionality

Read more

Interactive Fit Finder for eCommerce

Read more

Adding Two Sets of Categories to One Product on Bigcommerce, Shopify and Magento

Read more

Custom Checkout Shipping and Billing Fields on Bigcommerce, Shopify and Magento

Read more

Conditional Custom Checkout for Bigcommerce and Shopify Plus

Read more

Auto Applying Coupons Based on URL Extension and Parameter on Bigcommerce, Shopify and Magento

Read more

Free Trial Offer / Custom Discount Functionality for Bigcommerce and Shopify

Read more

Age Verification Functionality

Read more

Re-order Reminder

Read more

Autoship Recurring Orders

Read more

Digital Signature and E-Sign Functionality in eCommerce

Read more

Product Comparison Functionality (side-by-side) for Bigcommerce, Shopify, Magento and eCommerce Sites

Read more

Checkout Address Validation for Commercial or Residential LookUp for Bigcommerce, Shopify and Magento

Read more

Dynamic URL, Page Title and Meta Description Based on Options Selected For BigCommerce, Shopify, Magento and eCommerce

Read more

Reserved Cart Timer Functionality

Read more

Dynamic Conditional Shipping and Handling Fee for Custom and International Shipments

Read more

Reorder An Existing Order Functionality

Read more

Purchase Order Option at Checkout for Bigcommerce, Shopify, Volusion

Read more

Ship to FFL Functionality, Integration and API

Read more

Shipping Threshold Functionality

Read more

Custom Prioritize Products and Categories for Bigcommerce

Read more

Allow Customers to Use Their Own Freight Accounts at Checkout

Read more

Block IP Addresses By Country

Read more

Pre-Checkout Upsell

Read more

Auto Update Cart

Read more

Mega Menu Functionality for eCommerce

Read more

Ship Products In Multiple Boxes

Read more

Custom B2B Quote Functionality

Read more

Dynamic and Smart Pre-orders Functionality

Read more

Dynamic Currency Converter

Read more

Advanced SMS Notifications

Read more

Employee Activity Tracker Functionality

Read more

First Purchase Discount Functionality

Read more

Pay With Cryptocurrency Integration

Read more

Advanced Q&A Functionality

Read more

Advanced Referral Code

Read more

Dealer Locator Functionality

Read more

Loyalty Rewards Functionality

Read more

eCommerce Inventory On Demand Forecasting Functionality

Read more

Product Path Guidance Feature Functionality

Read more

Remind Me Functionality

Read more

Mailgun Integration and UI Functionality

Read more

eCommerce Bookings TimeZone Conversion Management

Read more

eCommerce Order Limit Functionalities

Read more

Automated Dropship XML Integration and Email Parsing

Read more

Dynamic Pricing and Price Changes Based on Demand and Specials Functionality

Read more

Automated Refunds from UPS, FEDEX, DHL Exceptions

Read more

Avalara Avatax Integration

Read more

Volusion and eCommerce Bandwidth Save/Optimization

Read more

Hero Product 3D Display Functionality

Read more

Subscribe and Save Functionality

Read more

Product and Trip Insurance Functionality

Read more

Login with Amazon Functionality

Read more

Bulk Discounts Functionality

Read more

Advanced Exit Intent Pop-up

Read more

Abandoned Cart and Messenger Marketing

Read more

Geo Targeted Popup Functionality

Read more

Competitors Price Comparison Functionality

Read more

Filter Functionality With Analytics

Read more

Quick Order Functionality

Read more

3D Product Images Functionality

Read more

Automatically Apply Discount via Link Functionality

Read more

Request a Tour or Demo Functionality

Read more

Automatically Updated Digital Catalog

Read more

Related Accessories Functionality

Read more

Custom Artwork Approval

Read more

Reward Points Status Bar

Read more

Region Specific Pricing Functionality

Read more

Distance Based Shipping Rates

Read more

Countdown Sale Functionality

Read more

Force Login to Add to Cart Functionality

Read more

Click for Better Pricing Functionality

Read more

Pre-Checkout Donation

Read more

Social Sharing Buttons with Sharing Stats

Read more

Live Social Media Mentions Integration

Read more

Social Media Referral Functionality

Read more

Facebook Chat Functionality

Read more

Persistent Shopping Cart

Read more

Review Platform Integration

Read more

Free Shipping Notifier

Read more

Promotional Product Stickers

Read more

Animated Product Backgrounds

Read more

Integrated Video Player

Read more

Dynamic Coupon Display

Read more

Customer Favorite Categories or Products

Read more

Compare Products on Category Pages

Read more

Product Quick View Functionality

Read more

Custom Category Page Menu

Read more

Add to Cart to See Price

Read more

Display Product Promotions on Category Pages

Read more

Live Stock Quantity Display

Read more

Promotion Incentive Progress Bar

Read more

Always Visible Sticky Cart

Read more

Social Media Login

Read more

Customer Message Center

Read more

Click on Video Add to Cart Overlay

Read more

Address Autocomplete and Validate My Address eCommerce Functionality

Read more

Sell Software Licenses/Codes on Your Store

Read more

reCAPTCHA for Specific Payment Methods

Read more

Sticky Top Nav w/ Collapsing Menu

Read more

Recent Purchase Notification Functionality

Read more

Instant Product Appraiser

Read more

Qty and Add to Cart on Category Pages

Read more

Customer Question and Answer

Read more

Product Fit Survey

Read more

Automatic Trending Products

Read more

Automatic Quoting System Functionality

Read more

eCommerce Phone Order Tracking System

Read more

Checkout Page Optimization

Read more

Delivery Scheduler

Read more

Recommended Products Functionality

Read more

Multiple Shopping Cart Integration

Read more

Zoho CRM Integration

Read more

Anti-Spam Functionality

Read more

Gift Card Functionality

Read more

Live Shipping Rate Option Estimate

Read more

Return/Replace Items Functionality

Read more

Track Packages on User Account Pages Functionality

Read more

Custom Order Options

Read more

Wholesale/Retail Ordering Functionality

Read more

Inventory Management System Integration

Read more

Shipping Reports Functionality

Read more

Customer Relationship Manager (CRM)

Read more

Checkout Donations Functionality

Read more

Automatically Recurring Orders

Read more

Product Features/Promo Stickers

Read more

Promotion Reminder in Shopping Cart

Read more

Order Progress Bar During Checkout

Read more

Return User Shopping Cart Reminder

Read more

Side-by-Side Product Image Viewer

Read more

Dynamic Pricing Tables

Read more

Estimated Delivery Dates Functionality

Read more

Abandoned Cart Email Follow-Up

Read more

Search by Image Functionality

Read more

Post-Order Follow-Up and Upsell

Read more

Recommended Products Popup

Read more

Search and Filter Functionality

Read more

Responsive Design on Custom Product Pages

Read more

Sales Promotion Integration with Social Media Sites

Read more

Dynamic, Option-based Price Updates

Read more

Level Of Detail Adjuster

Read more

Site Wide Gender Selector

Read more

Sticky Product Image Functionality

Read more

Image Compressor

Read more

Product Image Watermark

Read more

Product Picture Zoom, Image Hover Preview w/ Zoom

Read more

Design Your Own Product Functionality

Read more

Save/Load Shopping Carts Functionality

Read more

Partial Payment Functionality

Read more

New Product Promotional Placement Functionality

Read more

Uber Rush Delivery Integration

Read more

Tab Name Change Functionality

Read more

Round Up for Charity Functionality

Read more

Purchase and Cart History on a Per User Basis

Read more

Pick Up From Location Functionality

Read more

Pay with Amex Points

Read more

Dynamic Header Change Based on Search Query

Read more

Q and A Conditional Survey

Read more

Public Feedback Forum w/ Comments, Votes, Search

Read more

Make an Offer / Name Your Price

Read more

The New, Used, Opened, Refurbished Buying Option

Read more

Buy Box / Add to Cart Package

Read more

Sidebar Filters Functionality

Read more

Checkout Button Hover to Display Cart Details

Read more

Display Prices with Tax Included or Without Tax Switcher

Read more

Order Together and Pay Separately

Read more

Suggest Alternate Booking Dates

Read more

Multi-Step Checkout

Read more

Consumer Managed Inventory Carts

Read more

Interactive Catalogue Functionality

Read more

Dynamic “As Low As” Prices

Read more

Pending Carts for Approval

Read more

Download Shopping Cart Functionality

Read more

Shopping Cart Errors and Confirmations Tabs

Read more

Employee Discount Functionality

Read more

Special Process on Large Orders

Read more

Interactive Information Map Functionality

Read more

Search Recommendation

Read more

Product Recommendation Slider

Read more

“Trending Items/ Top Selling Product” Recommendation Engine Functionality

Read more

Multi Search Functionality

Read more

Search History and Product History

Read more

Search Alerts

Read more

Product Likes and Dislikes

Read more

Loyalty Discounts

Read more

Volume Discounts

Read more

Referral Discounts

Read more

Military, First Responder and Student Discounts Functionality

Read more

First Time User/Newsletter Sign Up Discount Functionality

Read more

BOGO Sale Functionality

Read more

Cost Allocation Functionality

Read more

Order Approvals/ Order Spending Limits

Read more

Social Share Discount Functionality

Read more

Clip Art Functionality

Read more

Delivery Eligibility Functionality

Read more

Job Listing Functionality

Read more

Replacement Product Exchange

Read more

Auto Scrolling

Read more

Return/Mail Product to be Serviced

Read more

Sign In Via Facebook

Read more

Guided Site Tour Functionality

Read more

Auto Fill In For Zip Code, City, State

Read more

Chase Pay Integration

Read more

Register Your Product Functionality

Read more

Display Product Quantity per Item Size or Option

Read more

Accessory Discounts

Read more

Account Privileges

Read more

Instant Checkout Field Validation

Read more

Delivery Date Order Timer

Read more

Waitlist Functionality

Read more

Total Savings Calculator

Read more

Price Drop Functionality

Read more

Price Match Functionality

Read more

Apply to be Customer Functionality

Read more

Category Page Color Swatches

Read more

Reveal Next Field Upon Completion and Condense First Field

Read more

Bitcoin 3rd Party Payment Option Integration

Read more

Referral Email Entry List

Read more

On-Sale Items Upsell Functionality

Read more

Top Selling Product in Geographical Area/Sub Category Badge

Read more

Newsletter Subscription Manager

Read more

Payment Info, Promos, Deals, Rewards, Coupons and Savings Manager

Read more

Commission and Reporting for Resellers

Read more

Back to Shopping Suggestions

Read more

Search by Price Range Slider Functionality

Read more

American Express Checkout Integration

Read more

Compare Offers from All Sellers Functionality

Read more

Cookie Consent Manager and Popup Functionality

Read more

Combo Deal Manager

Read more

Add to Cart on Category Page

Read more

Find My Size Functionality

Read more

Interactive Build-Your-Own Product Options Selector

Read more

Hubspot Integration

Read more

Podio Integration

Read more

Salesforce Integration

Read more

Hide Prices from Non-Registered Users

Read more

Back in Stock Notifications

Read more

SMS Notifications

Read more

Review Reminder Functionality

Read more

Fundraiser Manager

Read more

In-store Sticky Music Player

Read more

Employee Activity Tracker

Read more

Shop as Customer

Read more

Product Auction Functionality

Read more

Multi-Store Selector

Read more

Embedded Social Media Feeds

Read more

Real-time Analytics and Customer Heatmaps

Read more

Gift Wrap Functionality

Read more

Store Credit Manager/Customer Credit Limit

Read more

HTMLJavscript Image Background Subtractor

Read more

Cookie Info Alert Extension

Read more

Out of Stock Manager

Read more

Typo and Case Correction at Checkout

Read more

Product Scheduler

Read more

Backup and Migration Functionality

Read more

Advanced Customer Relationship Manager

Read more

Multiple Shopping Carts per User

Read more

Meta Data and Taxonomies Filter

Read more

PDF Voucher

Read more

Product Disclaimer

Read more

Realtime Desktop Notifications

Read more

Customer Manager

Read more

Presale, Time Offer and Expiring System

Read more

First Purchase Discount

Read more

Image Magnifier and Panning Slider

Read more

Coming Soon Countdown

Read more

Search Reviews by Keyword Functionality

Read more

User Creative Boards Functionality

Read more

Sticky Product Details Bar

Read more

SMS Notifications for Admins and Users

Read more

Weekly and Local Ads Functionality

Read more

Visa Checkout Integration

Read more

Buy it Again

Read more

Custom Product Attribute Ratings and Badges

Read more

Save and Load Quotes Functionality

Read more

Public & Private Wish Lists Functionality

Read more

Suggested Products Based on Selected Features

Read more

Permanent File Storage and Manager Functionality

Read more

Automatic Tweets

Read more

Price Change History

Read more

Magazine View

Read more

Customer Review Profile Functionality

Read more

Pick Your Delivery Date Function

Read more

Customer Satisfaction Manager

Read more

Custom Email Notifications Functionality

Read more

Sale Promotion Integration For Social Media Sites

Read more

Product Size Guide Functionality

Read more

Lazy Image Loader

Read more

Sticky Checkout

Read more

Infinite Scroll and AJAX Pagination

Read more

Custom Post Order Follow Up System

Read more

Smart Request More Info Button

Read more

Post Checkout Tips

Read more

Group Purchases

Read more

Gift Registry and Store Credit / Points

Read more

Real-Time Inventory Display Functionality

Read more

Order Tracking and Notifications Functionality

Read more

User Product Tags

Read more

Checkout Up-sell Based on Cart Item

Read more

Get a Quote Calculator

Read more

User Poll Functionality

Read more

Found a Lower Price

Read more

Custom Call for Price

Read more

Invoice and Receipts Functionality

Read more

Rental Product Type

Read more

Preorder and Reserve Functionality for Bigcommerce, Shopify and Magento

Read more

Cart Reminder for Returning Visitors

Read more

Add to Cart Terms and Conditions Popup

Read more

Customer Relationship Manager

Read more

Custom Report/Export Options

Read more

Specific User Product Pricing

Read more

Option-Based Price Updates

Read more

Lead Generation

Read more

Live Inventory Functionality

Read more

Smartmatch Functionality

Read more

Product Migrations

Read more

Multiple Shipping Quotes

Read more

Custom Shipping Dates

Read more

Conditional Shipping Options

Read more

Multiple Users Per Account

Read more

UPS Surepost Integration

Read more

Multiple Ship-To Addresses

Read more

Custom Shipping Commit Times

Read more

Custom Shipping Systems Functionality

Read more

White Labeling System

Read more

Creating/Editing Order Statuses

Read more

Conditional Pricing Display

Read more

Bandwidth Reduction

Read more

WordPress Blog Integration

Read more

Multiple Volusion Stores

Read more

Amazon Integration

Read more

Microsoft RMS Integration

Read more

Jet.com API Integration

Read more

Custom CRM Options

Read more

Custom Order Fulfillment

Read more

Cross-Platform Integration

Read more

Inventory Management System

Read more

Deals of the Day/Week

Read more

Monogram and Swatch Integrations

Read more

Add Related Items To Cart Functionality

Read more

Automated Post Follow Up

Read more

Calendar Ordering

Read more

Custom Checkout Options

Read more

International Checkout

Read more

Quick View Function

Read more

Custom Registration Page

Read more

Membership Redemption

Read more

Customer Rewards System

Read more

One-Click Reorder

Read more

Let's Talk

A digital marketing strategy is the path to profitability. Optimum7 can help you set the right goals, offer and implement creative and technical strategies, and use data and analytics to review and improve your business’s performance.