These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- CRM + E-commerce for D2C
- Get started
Get CRM + E-commerce for D2C running in four steps.
Set up your first account, opportunity and retention follow-up.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up CRM + E-commerce for D2C. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open CRM + E-commerce for D2C in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure CRM + E-commerce for D2C for your business. Name the organization and the people who will own sales, product and retention decisions. Choose one representative customer for the first operating cycle.
Prepare the first operating cycle
Create the account and contact, check account standing and add the products that customer may discuss. Open an opportunity with an owner, expected close date and value. Add product-interest lines, then rehearse qualification, proposal submission and closing. After the outcome, create a dated retention follow-up and send it to a reviewer.
Review before release
Ask the Sales Manager to inspect the opportunity, its activities and operation receipts. Ask the Retention Reviewer to inspect the submitted follow-up, record a decision and verify that the Retention Owner sees the result. Check organization access with a second user. Use the implementation plan to expand to more customers.
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.