CRM for ecommerce
The ecommerce CRM that answers shoppers before they close the tab
Pre-sale questions answered in seconds, wholesale and custom orders tracked to payment, and every customer conversation from every channel on one record.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Qualified
Quote sent
Awaiting payment
Quick answer
What does an ecommerce CRM do for a small online store?
An ecommerce CRM keeps every shopper conversation, inquiry and repeat buyer in one place. Clientager adds an AI manager that answers product, sizing and shipping questions 24/7 on chat, WhatsApp, SMS, email and phone using your catalog, logs wholesale and custom order leads, sends payment links and hands order issues to your team as tasks. Win-back automations bring customers back.
Built for online stores and direct-to-consumer brands
Your Ecommerce CRM comes set up with the stages and fields online stores and direct-to-consumer brands actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Qualified
- Quote sent
- Awaiting payment
- Won
What each record holds
- Inquiry type (pre-sale, wholesale, custom, order issue)
- Products of interest
- Order number reference
- Business name (wholesale)
- Order quantity
- Shipping country
- Lifetime spend
- Preferred channel
- VIP flag
Product catalog
Add products with descriptions, sizes, prices and shipping notes. Your AI manager answers from it, and quotes pull products straight in as line items.
Wholesale and custom order pipeline
Bulk, wholesale and made-to-order requests move from New inquiry to Won with order value, so larger deals do not get lost in the support inbox.
One timeline across channels
Chat, WhatsApp, SMS, email and calls from the same shopper land on one record, with notes, tasks and payments alongside.
Quotes and payment links
Build quotes for bulk or custom orders with tax and discounts, then send a secure pay link through your own Stripe, Razorpay or PayPal account. Paid invoices update automatically.
Tags and smart lists
Tag VIPs, wholesale buyers and repeat customers. Save smart lists like wholesale leads this month or customers who bought twice and have not returned.
Support tasks
Order issues, returns and damaged items become tasks assigned to a team member with a due time, so nothing slips through a shared inbox.
Reports
See conversations the AI handled, after-hours share, leads by source, revenue collected through pay links and win rate on wholesale deals.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers pre-sale questions instantly
Sizing, materials, shipping times, return policy. Your AI manager answers 24/7 on web chat, WhatsApp, SMS, email and phone, replying to messages in each customer's own language, using your catalog and policies.
Captures wholesale and custom leads
When a shopper asks about bulk pricing or a custom order, it gathers quantity, timeline and business details and logs the lead in the pipeline.
Sends payment links
For custom orders and quotes you approve, it can send a secure payment link so the buyer pays while still interested.
Hands order issues to your team
Where is my order and damaged item messages are logged with the order number and turned into a task for your team to resolve.
Drafts replies for your team
When a person needs to answer, AI-drafted replies from the customer's history make it quick to respond with the right tone.
How a ecommerce runs on Clientager
- 01
A shopper asks about sizing at 1am
Your AI manager answers on web chat from your size guide and shipping policy, and the shopper checks out with confidence.
- 02
A boutique asks for wholesale pricing
It gathers the store name, location and order quantity, tags the contact Wholesale and logs the lead in the pipeline.
- 03
Quote and payment
You review the lead in the morning, send a quote from your catalog and follow it with a pay link.
- 04
Paid and thanked
The invoice is marked paid automatically, the deal moves to Won and a thank-you goes out.
- 05
Brought back later
Months later, a win-back email reaches customers who have not bought again, with new arrivals to look at.
Automations ready to switch on
- When A new contact is created from a wholesale inquiry→ Tag as Wholesale, send the wholesale info email and create a follow-up task for the owner.
- When A deal moves to Quote sent→ After 3 days, send a friendly SMS or email asking if the buyer has questions about the quote.
- When An invoice is paid→ Move the deal to Won, send a thank-you message and request a review after 14 days.
- When A quote is accepted→ Move the deal to Awaiting payment, send the invoice pay link and create a production task for the custom order.
- When No visit for 120 days→ Send a win-back email featuring new arrivals to past customers.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Shopper questions sit unanswered overnight and carts are abandoned
- WhatsApp, email and chat messages in separate inboxes
- Wholesale requests buried among support tickets
- Custom orders tracked in notes and DMs
- No routine for bringing past customers back
Clientager Ecommerce CRM
- Pre-sale questions answered 24/7 from your catalog
- Every channel on one customer timeline
- Wholesale and custom orders on their own pipeline
- Quotes and payment links sent from the record
- Win-back automations for lapsed customers
An ecommerce CRM that turns questions into orders
Online shoppers ask a question and expect an answer before they lose interest. Does this run small, how long is shipping to Canada, can I return it if it does not fit. Every unanswered question is a sale that might not happen. An ecommerce CRM should help you answer those questions fast and remember the shopper afterward, not just store their email address for a newsletter.
Clientager's AI manager answers on web chat, WhatsApp, SMS, email and phone at any hour, replying to messages in each customer's own language. It uses your catalog, size guides and policies to reply accurately, and it logs every conversation on the shopper's record. When someone needs a person, such as a damaged item or a missing order, it captures the order number and creates a task for your team.
Track wholesale, bulk and custom orders to payment
Larger orders are where small brands grow, but they often arrive as a casual message and get lost among support tickets. In Clientager, wholesale, bulk and custom requests go on their own pipeline from New inquiry to Won, with order value as the deal amount. You can see every open opportunity and how much it is worth, and nothing waits for someone to dig through the inbox.
Build a quote from your catalog with quantities, tax and any discount, and send it from the record. When the buyer is ready, send a secure pay link through your own Stripe, Razorpay or PayPal account. The invoice is marked paid automatically, the deal moves to Won and a thank-you message goes out automatically. A review request can follow two weeks later, once the order has arrived.
- Separate pipeline for wholesale and custom orders
- Quotes built from your product catalog
- Pay links through your own payment account
- Automatic follow-up on unanswered quotes
Bring customers back without a big marketing stack
Repeat buyers cost far less to win than new ones, yet many small stores never reach out again after the first order. Tag VIPs and repeat customers, then save smart lists of people who have not bought in a while. A win-back automation sends a friendly email or SMS after a set number of days with no activity, so past customers hear from you at the right time.
Import past customers from your store platform or any spreadsheet as a CSV, with duplicate detection and merging so each person has one clean record. Reports show conversations the AI handled, the share that came in after hours, leads by source and revenue collected through pay links. You get a clear picture of how support and sales are working together.
Questions about the CRM
What is the difference between an ecommerce CRM and an AI manager?
The ecommerce CRM is your record of shoppers, conversations, wholesale deals, quotes and payments. The AI manager answers shoppers 24/7 on every channel, captures leads and writes everything into the CRM. In Clientager both come together, so customer support and sales history live in one place.
Does it connect to my store platform?
Clientager does not sync live with store platforms. You can import customers from any store export via CSV, and your AI manager answers from the product catalog you add. Order status questions are logged with the order number and handed to your team as a task.
Can I import my customer list?
Yes. Export customers from your store platform, email tool or spreadsheet as a CSV and import them. Clientager detects duplicates and lets you merge them, and you can map columns like lifetime spend or country to custom fields for smart lists.
Can support staff use it without seeing revenue?
Yes. Give support staff the staff role. They can answer customers, handle tasks and add notes, but they do not see payments, billing or revenue. Owners and managers see everything. Starter includes 2 team logins, Growth 5 and Scale unlimited.
Which channels does the AI manager answer?
Web chat on your store, WhatsApp, SMS, email and phone calls. It replies 24/7, answers messages in each shopper's own language, and logs every conversation on the shopper's record, so the next reply, from the AI or your team, has the full context of what was already said.
Can I send payment links for custom orders?
Yes. Create a quote or invoice from your catalog with tax and discounts, then send a secure pay link. Money goes to your own Stripe, Razorpay or PayPal account, and the invoice is marked paid automatically when the customer pays.
How much does the ecommerce CRM cost?
The CRM is included in every Clientager plan, and plans start at $39 per month. You can try a live demo on real shopper questions first, and you can get a refund if you change your mind before your AI agent goes live.
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