CRM
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CRM helps you and your team follow every sales opportunity from the first message to the paid order. Each deal sits in a pipeline stage, has an owner and a value, and carries its own list of calls, meetings and tasks, so nothing waits on someone's memory.
Because CRM lives inside your store, it works with the customers, orders, carts and payments you already have. You do not copy contacts into a separate tool, and you do not type in whether a customer paid: Kartlo knows.
Why CRM in Kartlo is different#
Most CRM tools sit next to your shop and only know what your team types in. Kartlo CRM sits on the same data as your store:
| In a separate CRM | In Kartlo CRM |
|---|---|
| Contacts are copied in by hand or by a sync that breaks. | Every deal links to a real customer in your store. Orders, carts, returns and lifetime value show on the deal. |
| A salesperson marks a deal as paid and someone checks the bank later. | Send a payment link from the deal. When the customer pays through your card gateway, the deal moves to Won by itself. |
| Automations react to what the team types. | Automations also react to shop events: an abandoned cart, a first order, a delivered order, a payment or a refund. |
| Lead forms live on another domain. | Lead forms run on your own store domain, or as a frame on any other site. |
| You pay for every seat. | Free on every plan. Add as many team members as you need. |
Get CRM#
CRM is a free app on every plan. You only add it if you need it. Until you add it, opening CRM from your desk shows a short summary and a Get CRM button.
- Open CRM from your desk and click Get CRM, or open Kartlo Apps and find CRM.
- Click Get and tick the stores that should use CRM. There is nothing to pay.
- Open CRM again. You now see Set up your CRM.
See Kartlo Apps for how apps work.
First run#
The first time you open CRM in a store, pick a pipeline template to start from. You can rename, add or remove stages at any time.
| Template | Good for |
|---|---|
| Retail | Shops that sell to individual customers and follow up on bigger or custom orders. |
| Wholesale | Selling to businesses: samples, price lists, quotes and repeat orders. |
| Services | Bookings, installations or projects where you quote first and deliver later. |
Click Start CRM. That is all the setup there is. Add your first deal and work from there. Only someone with the CRM settings permission can do this step; others see a note to ask the store owner.
Find your way around#
CRM opens in one window with these tabs. Some tabs only show when your role allows them.
| Tab | What it holds |
|---|---|
| Pipeline | Your deals as a board of stage columns or as a table, with filters and saved views. |
| My day | Your overdue, due today and upcoming activities, plus deals that need attention. |
| Calendar | Activities by week or month. Drag one to another day to reschedule it. |
| Analytics | Open pipeline, forecast, win rate, money collected, sources and a team leaderboard. |
| Automations | Rules that run steps for you when something happens. |
| Forms | Lead forms for your store and other sites, and the submissions they receive. |
| Targets | Monthly revenue or closing targets for the team and for each person. |
| Settings | Pipelines and stages, custom fields, scoring and general options. |
Your customers are your contacts#
CRM has no separate contact list. A deal always belongs to a customer from Customers, and can also belong to a company for business sales. When you add a deal for someone new, you create the customer right there from the customer picker. Lead forms and imports match on email first, then phone, so the same person is not added twice.
People who have never ordered show under the Leads (no orders yet) filter in Customers, so they do not mix with your buyers. Each customer and company also has an Account manager field and a Deals panel.
If you remove CRM#
Your deals, activities and settings are never deleted. If CRM is no longer active for a store, everything becomes read-only and automations stop running. Turn CRM back on and you continue where you left off.