CRM Advice?

  • Hi there! I’ve got a client with some pretty specific needs. They need to:

    Back office login/dashboard

    ? For customers

    o Update shipping frequency, shipping and billing information, etc.

    o Schedule/make payments

    o Monitor order status

    ? For Admin

    o Monitor changes to shipping frequency, shipping information, etc.

    Referral/Affiliate Program

    ? Functionality that allows customers to keep track of referral points and apply them to future purchases

    ? Ability for visitors to sign up to become a brand representative to market memberships

    CRM/Sales Automation

    ? Ability to track transactions and touch points, segment users, and reach out with specific messaging based on where they are in the sales process

    Any advice?

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