OroCommerce CRM is a commerce-native CRM solution designed specifically for B2B businesses. It integrates customer relationship management with eCommerce and ERP functionalities, enabling companies to manage every touchpoint, order, and account from a single platform. This unified approach simplifies operations, improves customer insights, and enhances team collaboration.

Features

• 360° Account View: Track emails, quotes, orders, and support cases in a unified timeline.
• Order and Quote History: Access purchase records, open quotes, and active orders per account.
• ERP and Commerce Data Sync: Align pricing, inventory, invoices, and transactions across systems.
• Custom Pipelines: Configure sales processes by team, region, or product.
• Built-in Follow-ups: Attach reminders to account activities for timely responses.
• Visual Process Builder: Drag-and-drop tool to automate workflows for sales, service, and onboarding.
• Customer Portal: Customers can check orders, download invoices, and track shipments.
• Granular Reporting: Role-based views for sales, finance, and management.
• CRM Integrations: Connects with Salesforce, Microsoft Dynamics, or other CRMs via open APIs.

Benefits

• Unified System: Reduces complexity by combining CRM, commerce, and ERP data.
• Lower Maintenance Costs: Eliminates extra software licenses and connectors.
• Scalable Architecture: Supports multi-org, multi-language, and multi-currency needs.
• Improved Customer Experience: Self-service portals reduce support workload.
• Faster Approvals: Automated routing of quotes and service requests.
• Consistent Execution: Enforces best practices across teams and regions.
• Data-Driven Decisions: Monitor performance and customer health with detailed analytics.