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
- Who it's for
- Subscription teams
Subscription teams
A subscription sales team can track interest type and follow-up timing alongside later customer outreach. The sales owner holds the opportunity and the retention owner holds the later contact. A manager can read the same customer history from the account through the closing outcome.
How CRM + E-commerce for D2C is set up for you
Customer context
Keep the account, active contact and organization with the sales conversation so the next owner starts from the right buyer.
Commercial interest
Add product-interest lines with quantity, unit price and interest type. These lines describe the discussion with the buyer.
Decision and follow-up
Record the opportunity outcome, schedule any later contact and capture the review decision on the follow-up.
A subscription sales team can track interest type and follow-up timing alongside later customer outreach. The sales owner holds the opportunity and the retention owner holds the later contact. A manager can read the same customer history from the account through the closing outcome.
A buyer asks about a service subscription. The owner records the interest line, expected value and close date, then schedules a customer check-in after the outcome. Start with one owned opportunity and one customer situation that requires a later touchpoint. Check the account standing before opening the deal, and give the opportunity a next step and expected close date. Use the product-interest line to explain the offer in concrete terms. The Sales Manager can then inspect the opportunity board and the related activity history with the current record in view.
For retention work, agree who prepares the follow-up and who reviews it. A submitted follow-up should show its contact date, purpose, owner and revision. The reviewer records a decision and reason where needed, and the owner acts on approved work. Keep an attachment or operation receipt with the source opportunity when it helps explain the action.
See [customer follow-up](/crm-e-commerce-for-d2c/processes/customer-follow-up) and [getting started](/crm-e-commerce-for-d2c/get-started) for a first rehearsal.
Features to start with
Opportunity pipeline
See each owned opportunity from first qualification through a recorded outcome.
Customer accounts
Use account standing and contact context before an owner opens a sales conversation.
Product interests
Keep priced product interest connected to the opportunity with clear pricing context.
Roles on the team
- Sales Manager
- Reviews pipeline ownership, proposal progress and outcomes.
- Sales Owner
- Owns customer conversations and moves assigned opportunities through the sales stages.
- Retention Owner
- Schedules and completes follow-ups for customers after a sales outcome.
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.