CRM + E-commerce for D2C · Available now

Keep customer conversations and later follow-ups together.

CRM + E-commerce for D2C gives a direct-to-consumer sales and retention team one place to follow an account from a first product conversation through an opportunity outcome and later follow-up. An account identifies the buyer, contacts identify the people involved, and each opportunity holds its owner, expected value, close date, next step and product-interest lines.

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OverviewClosing outcomes

CRM + E-commerce for D2C · Opportunities

Closing outcomes

Opportunities in one list

New opportunity

Opportunities in view

Total expected value USD

2,750

Won

Lost

Won3

Aisha's autumn outerwear orderSize unavailable

280

19 Oct

Camila's home office refreshChose another colorway

700

28 Oct

Hana's winter skincare refillBudget changed

480

30 Oct

Add

Lost3

Evan's running shoe bundleShipping cost too high

360

12 Oct

Arun's kitchen starter setDelivery window too late

390

30 Oct

Noor's travel bag purchaseProduct fit was uncertain

540

21 Oct

Add

Aisha's autumn outerwear orderOpportunities · OPP-99460

Won

Won at19 Oct

Loss reasonSize unavailable

Expected value USD280

CounterpartyArun Patel

Retention reviewOPP-99460 · Aisha's autumn outerwear order

Retention Reviewer approves or rejects the submitted follow-up and records the reviewed revision.

Waiting for Retention Reviewer

ApproveReturn

Example screen with sample data

Tables, ready to use: 13
Saved views: 14
Roles with set permissions: 6
Reports and dashboards: 8

Features

Customer work in one place

Every feature works on the same records. Pick one to see the screen your team works in.

Customer accounts

Use account standing and contact context before an owner opens a sales conversation.

Ownership
Context
Evidence

Accounts
Contacts
Organizations
Team members

Explore customer accounts

OverviewCustomer contacts

CRM + E-commerce for D2C · Customer accounts

Customer contacts

Contacts

New

Full name	Role	Email	Phone	Account	Organization
Aisha Bello	Decision Maker	aisha.bello@example.com	+1 202 555 0141	Camila Torres	Northbay Activewear
Evan Walker	Influencer	evan.walker@example.com	+1 202 555 0142	Hana Sato	Clover & Coast Retail
Camila Torres	Gatekeeper	camila.torres@example.com	+1 202 555 0143	Hana Sato	Fable Kitchen Supply
Arun Patel	End User	arun.patel@example.com	+1 202 555 0144	Maya Chen	Juniper Skin Studio
Hana Sato	Decision Maker	hana.sato@example.com	+1 202 555 0145	Camila Torres	Willowloom Textiles

6 of 6 records

Aisha BelloContacts · CNT-85188

Decision Maker

Emailaisha.bello@example.com

Phone+1 202 555 0141

AccountCamila Torres

OrganizationNorthbay Activewear

Example screen with sample data

Product interests

Keep priced product interest connected to the opportunity with clear pricing context.

Ownership
Context
Evidence

Products
Opportunity lines
Opportunities

Explore product interests

OverviewActive product catalog

CRM + E-commerce for D2C · Product interests

Active product catalog

Products

New

Name	SKU	Category	List price USD	Organization
Ridgewalker Jacket, olive medium	JKT-RIDGE-OLV-M	Core Product	890	Northbay Activewear
Pace Trail Runner 2, men's 10	SHOE-PACE-M10	Device	630	Tidewell Home Goods
Cove Oak Desk, 48 inch	DESK-COVE-48	Service	400	Fable Kitchen Supply
Hearth Pan Set, slate	PAN-HEARTH-SLATE	Support & Maintenance	720	Willowloom Textiles
Dewline Serum, 30 ml	SERUM-DEW-30	Training	860	Morrow Trail Outfitters

6 of 6 records

Ridgewalker Jacket, olive mediumProducts · PRD-70848

Core Product

SKUJKT-RIDGE-OLV-M

List price USD890

OrganizationNorthbay Activewear

Example screen with sample data

Opportunity pipeline

See each owned opportunity from first qualification through a recorded outcome.

Ownership
Context
Evidence

Opportunities
Accounts
Contacts
Opportunity lines
Operation receipts

Explore opportunity pipeline

OverviewMy opportunities

CRM + E-commerce for D2C · Opportunity pipeline

My opportunities

Opportunities

New

Record number	Subject	Status	Expected close date	Expected value USD	Counterparty
OPP-23289	Aisha's autumn outerwear order	New	26 Oct	390	Maya Chen
OPP-17135	Evan's running shoe bundle	Qualified	31 Oct	660	Hana Sato
OPP-40419	Camila's home office refresh	Proposal	16 Oct	460	Hana Sato
OPP-89861	Arun's kitchen starter set	Negotiation	12 Oct	810	Maya Chen
OPP-79762	Hana's winter skincare refill	Won	21 Oct	580	Arun Patel

6 of 6 records

Aisha's autumn outerwear orderOpportunities · OPP-23289

New

Expected close date26 Oct

Expected value USD390

CounterpartyMaya Chen

Next stepSend jacket size chart

OwnerArun Patel

Example screen with sample data

Sales activities

Make calls, meetings, email and tasks visible beside the related opportunity.

Ownership
Context
Evidence

Relationship activities
Opportunities
Team members
Operation receipts

Explore sales activities

OverviewOpen sales activities

CRM + E-commerce for D2C · Sales activities

Open sales activities

Relationship activities

New

Parent opportunity	Subject	Activity type	Due at	Owner	Status
Aisha's autumn outerwear order	Send Aisha coat sizing guide	Call	23 Oct	Samira Haddad	Open
Evan's running shoe bundle	Call Evan about shoe fit	Meeting	04 Nov	Arun Patel	Open
Hana's winter skincare refill	Email Camila desk dimensions	Email	02 Nov	Samira Haddad	Open
Noor's travel bag purchase	Confirm Arun bundle availability	Task	20 Oct	Luca Moretti	Open
Camila's home office refresh	Check Hana's refill preference	Call	22 Oct	Aisha Bello	Open

6 of 6 records

Send Aisha coat sizing guideRelationship activities · RA-79890

Call

Parent opportunityAisha's autumn outerwear order

Due at23 Oct

OwnerSamira Haddad

StatusOpen

Example screen with sample data

Retention follow-ups

Schedule customer outreach and carry each submitted follow-up through review.

Ownership
Context
Evidence

Retention follow-ups
Opportunities
Accounts
Team members
Review decisions

Explore retention follow-ups

OverviewMy follow-ups

CRM + E-commerce for D2C · Retention follow-ups

My follow-ups

Retention follow-ups

New

Parent opportunity	Account	Subscriber	Follow-up at	Purpose	Status
Luca's bedroom linen set	Hana Sato	Aisha Bello	13 Oct	Check product fit	Draft
Maya's fitness gear bundle	Maya Chen	Evan Walker	18 Oct	Offer refill reminder	Submitted
Maya's fitness gear bundle	Noor Farah	Camila Torres	02 Nov	Confirm delivery experience	Approved
Arun's kitchen starter set	Arun Patel	Arun Patel	16 Oct	Suggest matching accessory	Completed
Evan's running shoe bundle	Maya Chen	Hana Sato	24 Oct	Resolve sizing concern	Draft

6 of 6 records

Aisha BelloRetention follow-ups · RFU-17778

Draft

Parent opportunityLuca's bedroom linen set

AccountHana Sato

Follow-up at13 Oct

PurposeCheck product fit

OwnerHana Sato

Example screen with sample data

Review evidence

Keep decisions, attachments and operation receipts close to their source opportunity.

Ownership
Context
Evidence

Review decisions
Record attachments
Operation receipts
Opportunities
Retention follow-ups

Explore review evidence

OverviewReview history

CRM + E-commerce for D2C · Review evidence

Review history

Review decisions

New

Parent opportunity	Retention follow-up	Source revision	Decision	Decided at	Reason
Luca's bedroom linen set	Evan shoe fit check-in	910	Approve	14 Oct	Customer requested exchange
Maya's fitness gear bundle	Luca linen care follow-up	690	Return	22 Oct	Reorder timing confirmed
Camila's home office refresh	Hana skincare refill reminder	860	Approve	18 Oct	Discount within policy
Arun's kitchen starter set	Noor travel kit follow-up	910	Return	11 Oct	Return evidence incomplete
Aisha's autumn outerwear order	Camila desk accessory follow-up	450	Approve	31 Oct	Subscription change approved

6 of 6 records

Customer requested exchangeReview decisions · RD-64910

Approve

Parent opportunityLuca's bedroom linen set

Retention follow-upEvan shoe fit check-in

Source revision910

Decided at14 Oct

ReviewerCamila Torres

Example screen with sample data

Process

From interest to follow-up

Customer interest to retention follow-up ships ready to use. One step needs a named approval before the work moves on: Retention review (Retention Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

Account context

Confirm the buyer and contact before opening a sales case.

Aisha's autumn outerwear orderOPP-99460 · Sales Owner
Account contextBy Sales Owner
Opportunity opened

Give the opportunity an owner, value, close date and next step.

Aisha's autumn outerwear orderOPP-99460 · Sales Owner
Opportunity openedBy Sales Owner
Qualification

Record qualification with its activity and operation receipt.

Aisha's autumn outerwear orderOPP-99460 · Sales Owner
QualificationBy Sales Owner
Proposal submitted

Record the qualified proposal submission with an email activity.

Aisha's autumn outerwear orderOPP-99460 · Sales Owner
Proposal submittedBy Sales Owner
Outcome recorded

Close as won or lost and retain the outcome context.

Aisha's autumn outerwear orderOPP-99460 · Sales Owner
Outcome recordedBy Sales Owner
Retention review

Have the reviewer decide a submitted customer follow-up.

Aisha's autumn outerwear orderOPP-99460 · Retention Reviewer
Retention reviewBy Retention Reviewer
ApprovalRetention Reviewer approves or rejects the submitted follow-up and records the reviewed revision.

Start with Opportunity progress

Inside a record

Keep external events in context

Open any opportunity to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.

1
Record details
Won at, Loss reason, Expected value USD and Counterparty.
2
Operation receipts
Each line is linked to this opportunity.
3
Who works on it
Admin, Sales Manager and Sales Owner, each with their own permissions.
4
Process stages
Opportunity opened and Qualification, with the role that acts.
5
Approvals
Retention review, with who decides.

Closing outcomesAisha's autumn outerwear order

CRM + E-commerce for D2C · Opportunities

Aisha's autumn outerwear order

Size unavailable · Won

Log activity

Record details

Won at19 Oct

Loss reasonSize unavailable

Expected value USD280

CounterpartyArun Patel

Operation receipts

Aisha's autumn outerwear order

Parent opportunity	Operation type	Operation key
Hana's winter skincare refill	Qualify Opportunity	D2C-FOLLOW-2026-041
Noor's travel bag purchase	Submit Proposal	D2C-ORDER-2026-042
Camila's home office refresh	Close Outcome	D2C-REVIEW-2026-043

Operation receipts: 6

Who works on it

AdminManage Organizations, Users, team members
Sales ManagerManage Accounts, Contacts, Opportunities, opportunity lines
Sales OwnerManage Accounts, Contacts, Opportunities, opportunity lines…

Process stages

Opportunity openedSales Owner
QualificationSales Owner

Approvals

Retention reviewRetention Reviewer
Approved

Example screen with sample data

Approvals

Decisions with a named reviewer

OverviewApprovals

CRM + E-commerce for D2C · Overview

Approvals

Signed in as Retention Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine

0 selectedApproveReturn

RFU-77570Aisha Bello
Luca's bedroom linen setRequested by Maya Chen
Submitted3dActions
RFU-71773Evan Walker
Hana's winter skincare refillRequested by Arun Patel
Submitted3dActions
RFU-87834Camila Torres
Aisha's autumn outerwear orderRequested by Samira Haddad
Submitted5dActions
RFU-61602Arun Patel
Evan's running shoe bundleRequested by Jonah Reed
Submitted5dActions

Who approves what

	Decision	Approver
	Retention reviewHave the reviewer decide a submitted customer follow-up.	Retention Reviewer
	Approve retention follow-ups	Retention Reviewer

2 approval rules · set per role in Proto

Example screen with sample data

Who can approve what

Roles

A workspace for each role

Everyone opens CRM + E-commerce for D2C to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains organization setup, users and access boundaries.

Manage Organizations, Users, team members
View Accounts, Contacts, Products, Opportunities, opportunity lines, relationship activities, retention follow-ups, review decisions, operation receipts, record attachments

Retention Reviewer

Decides submitted follow-ups and records the reviewed revision and reason.

This is the first screen this role sees.

OverviewFollow-up review inbox

Follow-up review inbox

Retention follow-ups · Retention Reviewer

Parent opportunity	Account	Subscriber	Follow-up at	Revision	Status
Luca's bedroom linen set	Maya Chen	Aisha Bello	24 Oct	250	Submitted
Hana's winter skincare refill	Noor Farah	Evan Walker	18 Oct	170	Submitted
Aisha's autumn outerwear order	Maya Chen	Camila Torres	21 Oct	330	Submitted
Evan's running shoe bundle	Camila Torres	Arun Patel	21 Oct	80	Submitted
Hana's winter skincare refill	Maya Chen	Hana Sato	24 Oct	100	Submitted

6 of 6 records

Example screen with sample data

Product Steward

Maintains the product references used on opportunity lines.

This is the first screen this role sees.

OverviewPriced product interests

Priced product interests

Opportunity lines · Product Steward

Opportunity	Line number	Item name	Product	Quantity	Unit price USD
Maya's fitness gear bundle	610	Ridgewalker Jacket, olive medium	Hearth Pan Set, slate	530	950
Camila's home office refresh	100	Pace Trail Runner 2, men's 10	Wayfarer Weekender, sand	510	820
Luca's bedroom linen set	430	Cove Oak Desk, 48 inch	Crest Training Mat, charcoal	790	410
Hana's winter skincare refill	860	Hearth Pan Set, slate	Ridgewalker Jacket, olive medium	830	230
Luca's bedroom linen set	670	Dewline Serum, 30 ml	Pace Trail Runner 2, men's 10	40	820

6 of 6 records

Example screen with sample data

Roles and permissions

Reports

Questions your team can answer

Read pipeline value, activity progress, follow-up workload and decision history.

Overview

CRM + E-commerce for D2C · Overview

CRM + E-commerce for D2C dashboard

This quarter

Retention follow-ups in view

Submitted

Opportunities by status

How far records got this quarter

Stage	Reached	Step
New	35
Qualified	19	54%
Proposal	14	74%
Negotiation	10	71%

Expected value USD by status

Sample totals per stage

10.0k0

10.0kNew

10.0kQualified

6.0kProposal

8.0kNegotiation

9.0kWon

Example screen with sample data

All reports and dashboards

Who it's for

Built around D2C customer work

See how CRM + E-commerce for D2C fits your kind of team.

Consumer products

Use customer accounts, sales opportunities and retention follow-ups for consumer products.

Device brands

Use customer accounts, sales opportunities and retention follow-ups for device brands.

Subscription teams

Use customer accounts, sales opportunities and retention follow-ups for subscription teams.

Controls

Trace the outcome

Each stage of customer interest to retention follow-up names the role that acts and the status it records, so a change is never anonymous.

OverviewCustomer interest to retention follow-up

CRM + E-commerce for D2C · Process

Customer interest to retention follow-up

Each stage, the role that acts and the status it records

Process stages

Approval steps

Roles involved

Tables touched

Qualification

Sales Owner

StatusNew → Qualified

RecordsRelationship activities, Operation receipts, Opportunities

Proposal submitted

Sales Owner

StatusQualified → Proposal

Negotiation tracked

Sales Owner

StatusProposal → Negotiation

RecordsOpportunities

Customer interest to retention follow-up

Start
QualificationNew → Qualified
Relationship activities
Step
Proposal submittedQualified → Proposal
Sales Owner
Step
Negotiation trackedProposal → Negotiation
Opportunities
Step
Outcome recordedProposal → Won
Opportunities
Step
Follow-up preparedDraft → Submitted
Opportunities

Example screen with sample data

See each stage in detail

AI agent

Prepare work with Proto

Ask Proto to prepare customer, pipeline and retention work for review.

It can

Sales Owner: Ask for opportunities awaiting a next step or a close-date review.
Sales Manager: Ask for stage and expected-value summaries by owner.
Retention Owner: Ask for dated follow-ups that need preparation.
Retention Reviewer: Ask for submitted follow-ups and their linked opportunity context.

Stays with a person

A person decides whether a submitted follow-up is approved or rejected.
The sales owner remains responsible for the meaning of a proposal and the accuracy of a closing outcome.
Proto can prepare a case for review, but the team records the decision and checks its evidence.

Set up an agent

agent · crm + e-commerce for d2c

Show my open opportunities closing soon, with account, next step and product interests. Then show submitted retention follow-ups that need a reviewer decision.

A person decides whether a submitted follow-up is approved or rejected.

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

CRM + E-commerce for D2C
Customer source
External references
Outbound email process
Document storage

Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 13 tables

13tables

Customer accounts4
Product interests3
Opportunity pipeline5
Sales activities4
Retention follow-ups5
Review evidence5

Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

Define ownership
Choose organization scope, account stewards, sales owners, product stewardship and an independent retention reviewer.
Prepare records
Bring in accounts, contacts, products and team members, then check references and active status.
Run a sales case
Open an opportunity, add interest lines, qualify it, submit a proposal and record an outcome.
Run retention
Schedule a dated follow-up, submit it for review and record the decision and completed outreach.
Inspect evidence
Check activities, decisions, attachments and operation receipts against the source case.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

No per-user or per-seat fees
Viewing, editing, approving and exporting records in the app is free
Pay only for machine work: API calls, imports, workflows and AI agents
Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
Usage	Per $1
Record reads (list, filter, get)	20,000
Search or aggregate queries	4,000
Record writes	4,000
Imported or synced records	200,000
Workflow runs	2,000
AI agent runs	2,000
Scheduled jobs or webhooks	20,000
File uploads (MB)	2,000
CSV or PDF exports	100

FAQ

Questions, answered

Scope, rollout and pricing for CRM + E-commerce for D2C.

All questions

How do I get started?

Click Get started, then use Proto to configure CRM + E-commerce for D2C for your business. Pilot one account, one owned opportunity and one dated retention follow-up before bringing in the full customer list.

Who owns an opportunity?

The Sales Owner is named on each opportunity. The Sales Manager checks ownership, expected close date and next step when reviewing the pipeline.

How is product interest recorded?

Add an interest line to the opportunity with the item, quantity, unit price and interest type. Link it to a product when there is a matching catalog item.

What happens when a prospect qualifies?

The owner qualifies the opportunity. The qualification action moves it to Qualified and records an activity and operation receipt.

How do we see proposals?

Submit the proposal from the qualified opportunity. The workflow moves it to Proposal and records an email activity and operation receipt. Send the actual message through your team's outbound email process.

How do we record a lost deal?

Close the opportunity as Lost and add a loss reason. The manager can compare that outcome with account and activity context.

Who prepares a retention follow-up?

The Retention Owner schedules the contact, purpose and related opportunity, then submits the follow-up when it is ready for review.

Who decides a submitted follow-up?

The Retention Reviewer records an approve, reject or return decision, the reviewed revision and a reason where needed.

Where do supporting documents go?

Link an attachment to the related opportunity or follow-up. The attachment records a title, kind and reference to the file.

What should we check before widening access?

Rehearse the sales and retention steps with the intended roles and organization scope. Confirm that the right owner sees the right queue and that reviewers can trace each decision.

Set up CRM + E-commerce for D2C your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

Find your application

Keep customer conversations and later follow-ups together.

Closing outcomes

Customer work in one place

Customer accounts

Customer contacts

Product interests

Active product catalog

Opportunity pipeline

My opportunities

Sales activities

Open sales activities

Retention follow-ups

My follow-ups

Review evidence

Review history

From interest to follow-up

Account context

Opportunity opened

Qualification

Proposal submitted

Outcome recorded

Retention review

Keep external events in context

Aisha's autumn outerwear order

Aisha's autumn outerwear order

Who works on it

Process stages

Approvals

Decisions with a named reviewer

Approvals

Waiting for you

Who approves what

A workspace for each role

Admin

Sales Manager

Closing outcomes

Sales Owner

Closing outcomes

Retention Owner

Closing outcomes

Retention Reviewer

Follow-up review inbox

Product Steward

Priced product interests

Questions your team can answer

CRM + E-commerce for D2C dashboard

Opportunities by status

Expected value USD by status

Built around D2C customer work

Consumer products

Device brands

Subscription teams

Trace the outcome

Customer interest to retention follow-up

Prepare work with Proto

It can

Stays with a person

Connects to the tools you use

Your data, in tables you can change

Roll out one team at a time

Define ownership

Prepare records

Run a sales case

Run retention

Inspect evidence

Machine work rate card Included per $1 of credit

Questions, answered

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Set up CRM + E-commerce for D2C your way.

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