CRM for B2C manages consumer and household relationships through organization-owned accounts and assigned opportunities. Each opportunity retains its expected close date, expected USD value and probability as it moves through New, Qualified, Proposal, Negotiation, Won or Lost.
Opportunities in one list
The Sales Manager reviews the exact submitted revision before eligible proposal advancement.
Every feature works on the same records. Pick one to see the screen your team works in.
Give each consumer relationship a clear household identity and operating organization.
Accounts
| Code | Name | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| HH-1042 | Maya Okafor household | Maya Okafor | 18 Alder Lane, Portland, OR | Active loyalty member | Hearthline Market | |
| HH-1087 | Elias Navarro household | Elias Navarro | 240 Fern Street, Tacoma, WA | Requested a design consultation | Bellwether Family Goods | |
| HH-1120 | Priya Menon household | Priya Menon | 6 Orchard Way, Salem, OR | Email consent verified | Morrow & Pine Stores | |
| HH-1176 | Jonah Whitcomb household | Jonah Whitcomb | 91 Cove Road, Eugene, OR | Recent purchase within 90 days | Hearthline Market | |
| HH-1205 | Nadia Farouk household | Nadia Farouk | 32 Hazel Court, Bend, OR | Prefers in-store appointments | Cedar Cove Retail |
Follow relationship stages with an accountable owner, expected value and reviewed outcome.
Opportunities
| Record number | Subject | Owner | Revision | Expected value USD | Probability percent | |
|---|---|---|---|---|---|---|
| OPP-52189 | Living room furnishing consultation | Hana Kimura | 610 | 60 | 67 | |
| OPP-97626 | Holiday gifting follow-up | Priya Menon | 260 | 940 | 66 | |
| OPP-92381 | Patio set upgrade | Hana Kimura | 370 | 340 | 71 | |
| OPP-96909 | Nursery essentials bundle | Theo Marchand | 210 | 240 | 83 | |
| OPP-98316 | Home office refresh | Jonah Whitcomb | 410 | 250 | 63 |
Keep the outcome of each call, meeting, email or task attached to its opportunity.
Relationship activities
| Id | Parent | Line number | Revision | Activity type | Due at | |
|---|---|---|---|---|---|---|
| SEG-2026-041 | Wedding registry consultation | 50 | 420 | Call | 16 Oct | |
| ACT-2026-116 | Holiday gifting follow-up | 280 | 580 | Meeting | 15 Oct | |
| ATT-2026-029 | Living room furnishing consultation | 130 | 90 | 19 Oct | ||
| REV-2026-014 | Living room furnishing consultation | 940 | 790 | Task | 23 Oct | |
| REC-2026-087 | Patio set upgrade | 940 | 670 | Call | 21 Oct |
Prepare audience evidence, obtain an independent decision and complete the approved segment work.
Submission waits for the relationship owner
| Id | Segment name | Parent | Organization | Consent basis | Qualified members | |
|---|---|---|---|---|---|---|
| SEG-2026-041 | First-time homeware buyers | Patio set upgrade | Tidepath Outfitters | Email marketing opt-in | 800 | |
| ACT-2026-116 | Weekend store visitors | Nursery essentials bundle | Hearthline Market | In-store signup consent | 450 | |
| ATT-2026-029 | Lapsed loyalty members | Holiday gifting follow-up | Cedar Cove Retail | Loyalty enrollment | 920 | |
| REV-2026-014 | Spring collection shoppers | Holiday gifting follow-up | Morrow & Pine Stores | Preference center opt-in | 450 | |
| REC-2026-087 | High-value gift buyers | Living room furnishing consultation | Willowbrook Home Collective | Event registration consent | 590 |
Keep the reviewer decision tied to the source revision and the evidence considered.
Approval conditions
| Id | Segment name | Parent | Organization | Revision | Consent basis | |
|---|---|---|---|---|---|---|
| SEG-2026-041 | First-time homeware buyers | Holiday gifting follow-up | Tidepath Outfitters | 570 | Email marketing opt-in | |
| ACT-2026-116 | Weekend store visitors | Wedding registry consultation | Cedar Cove Retail | 390 | In-store signup consent | |
| ATT-2026-029 | Lapsed loyalty members | Holiday gifting follow-up | Cedar Cove Retail | 480 | Loyalty enrollment | |
| REV-2026-014 | Spring collection shoppers | Patio set upgrade | Juniper Lane Living | 350 | Preference center opt-in | |
| REC-2026-087 | High-value gift buyers | Patio set upgrade | Morrow & Pine Stores | 550 | Event registration consent |
Inspect authorized pipeline value, expected closing periods and operational exceptions.
Opportunities
| Record number | Subject | Counterparty | Owner | Organization | Won at | |
|---|---|---|---|---|---|---|
| OPP-20391 | Living room furnishing consultation | Priya Menon household | Priya Menon | Cedar Cove Retail | 12 Oct | |
| OPP-75945 | Holiday gifting follow-up | Jonah Whitcomb household | Sofia Varela | Willowbrook Home Collective | 22 Oct | |
| OPP-94146 | Patio set upgrade | Hana Kimura household | Priya Menon | Tidepath Outfitters | 28 Oct | |
| OPP-70931 | Nursery essentials bundle | Amara Diallo household | Jonah Whitcomb | Juniper Lane Living | 28 Oct | |
| OPP-81748 | Home office refresh | Jonah Whitcomb household | Jonah Whitcomb | Morrow & Pine Stores | 30 Oct |
Resolve incomplete actions and changed scope while preserving the original evidence.
Operation receipts
| Id | Parent | Operation key | Action | Expected revision | Result state | |
|---|---|---|---|---|---|---|
| SEG-2026-041 | Replacement sofa inquiry | segment-refresh-2026-041 | Refresh audience segment | 480 | Failed | |
| ACT-2026-116 | Nursery essentials bundle | offer-review-2026-018 | Record review decision | 540 | Needs review | |
| ATT-2026-029 | Home office refresh | contact-sync-2026-073 | Schedule customer follow-up | 800 | Failed | |
| REV-2026-014 | Nursery essentials bundle | consent-check-2026-026 | Attach consent evidence | 110 | Needs review | |
| REC-2026-087 | Holiday gifting follow-up | followup-send-2026-109 | Mark opportunity won | 480 | Failed |
Consumer relationship lifecycle ships ready to use. 3 steps need a named approval before the work moves on: Review proposal (Sales Manager), Review segment (Sales Manager) and Confirm customer outcome (Sales Manager).
Identify the consumer account and assign the opportunity to its responsible owner.
Use recorded conversation evidence to establish a qualified relationship.
The Sales Manager independently assesses the submitted proposal and next activity.
Review the audience evaluation and consent basis before approving segment work.
Verify acceptance or loss evidence and retain the reviewed customer decision.
Compare the operation result with its revision and linked evidence.
Open any opportunity to see its customer segments, the roles that work on it, its process stages and its approvals on one page.
Counterparty, Organization, Owner and Expected close date.
Each line is linked to this opportunity.
Relationship Owner, Auditor and Sales Manager, each with their own permissions.
Prepare relationship and Record relationship activity, with the role that acts.
Review proposal and Review segment, with who decides.
Amara Diallo household · New
| Id | Segment name | Parent |
|---|---|---|
| SEG-2026-041 | First-time homeware buyers | Holiday gifting follow-up |
| ACT-2026-116 | Weekend store visitors | Wedding registry consultation |
| ATT-2026-029 | Lapsed loyalty members | Holiday gifting follow-up |
Sales Manager reads the submitted evidence and makes eligible decisions through the guarded review action. The decision applies to the exact source revision being assessed.
Signed in as Sales Manager
| Decision | Approver | |
|---|---|---|
| Review proposalThe Sales Manager independently assesses the submitted proposal and next activity. | Sales Manager | |
| Review segmentReview the audience evaluation and consent basis before approving segment work. | Sales Manager | |
| Confirm customer outcomeVerify acceptance or loss evidence and retain the reviewed customer decision. | Sales Manager |
Everyone opens B2C CRM to the work that is theirs. Pick a role to see what it starts with.
Maintain organization configuration and membership.
This is the first screen this role sees.
Accounts · App Administrator
| Code | Name | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| HH-1042 | Maya Okafor household | Maya Okafor | 18 Alder Lane, Portland, OR | Active loyalty member | Hearthline Market | |
| HH-1087 | Elias Navarro household | Elias Navarro | 240 Fern Street, Tacoma, WA | Requested a design consultation | Bellwether Family Goods | |
| HH-1120 | Priya Menon household | Priya Menon | 6 Orchard Way, Salem, OR | Email consent verified | Morrow & Pine Stores | |
| HH-1176 | Jonah Whitcomb household | Jonah Whitcomb | 91 Cove Road, Eugene, OR | Recent purchase within 90 days | Hearthline Market | |
| HH-1205 | Nadia Farouk household | Nadia Farouk | 32 Hazel Court, Bend, OR | Prefers in-store appointments | Cedar Cove Retail |
Prepare assigned operational records and execute eligible reviewed actions.
This is the first screen this role sees.
Customer segments · Relationship Owner
| Id | Segment name | Parent | Organization | Revision | Consent basis | |
|---|---|---|---|---|---|---|
| SEG-2026-041 | First-time homeware buyers | Holiday gifting follow-up | Tidepath Outfitters | 570 | Email marketing opt-in | |
| ACT-2026-116 | Weekend store visitors | Wedding registry consultation | Cedar Cove Retail | 390 | In-store signup consent | |
| ATT-2026-029 | Lapsed loyalty members | Holiday gifting follow-up | Cedar Cove Retail | 480 | Loyalty enrollment | |
| REV-2026-014 | Spring collection shoppers | Patio set upgrade | Juniper Lane Living | 350 | Preference center opt-in | |
| REC-2026-087 | High-value gift buyers | Patio set upgrade | Morrow & Pine Stores | 550 | Event registration consent |
Read authorized evidence and reports.
This is the first screen this role sees.
Customer segments · Auditor
| Id | Segment name | Parent | Organization | Revision | Consent basis | |
|---|---|---|---|---|---|---|
| SEG-2026-041 | First-time homeware buyers | Holiday gifting follow-up | Tidepath Outfitters | 570 | Email marketing opt-in | |
| ACT-2026-116 | Weekend store visitors | Wedding registry consultation | Cedar Cove Retail | 390 | In-store signup consent | |
| ATT-2026-029 | Lapsed loyalty members | Holiday gifting follow-up | Cedar Cove Retail | 480 | Loyalty enrollment | |
| REV-2026-014 | Spring collection shoppers | Patio set upgrade | Juniper Lane Living | 350 | Preference center opt-in | |
| REC-2026-087 | High-value gift buyers | Patio set upgrade | Morrow & Pine Stores | 550 | Event registration consent |
Review eligible revisions independently and reconcile operational evidence.
This is the first screen this role sees.
Customer segments · Sales Manager
| Id | Segment name | Parent | Organization | Revision | Consent basis | |
|---|---|---|---|---|---|---|
| SEG-2026-041 | First-time homeware buyers | Holiday gifting follow-up | Tidepath Outfitters | 570 | Email marketing opt-in | |
| ACT-2026-116 | Weekend store visitors | Wedding registry consultation | Cedar Cove Retail | 390 | In-store signup consent | |
| ATT-2026-029 | Lapsed loyalty members | Holiday gifting follow-up | Cedar Cove Retail | 480 | Loyalty enrollment | |
| REV-2026-014 | Spring collection shoppers | Patio set upgrade | Juniper Lane Living | 350 | Preference center opt-in | |
| REC-2026-087 | High-value gift buyers | Patio set upgrade | Morrow & Pine Stores | 550 | Event registration consent |
Maintains platform user identities under the access policy agreed during setup so each person resolves to active team membership; independent review remains with Sales Manager.
Explain pipeline expectations, segment decisions and operational exceptions from their source records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 31 | ||
| Qualified | 6 | 19% | |
| Proposal | 2 | 33% | |
| Negotiation | 1 | 50% |
Sample totals per stage
Sum opportunity expected value USD by Status for New, Qualified, Proposal and Negotiation within authorized organizations.
Group open Opportunities by Organization and Owner and calculate expected value USD multiplied by probability percent divided by 100, displaying missing probabilities separately.
Group open Opportunities by expected close date week using the agreed organization time zone and show the associated expected value.
Group customer segments by Organization and Status and show segment name, qualified members and evaluated at without treating overlapping segment counts as unique consumers.
Group relationship activities by Parent and activity type and show due at, completed at, Revision and Outcome.
Group review decisions by Parent and source revision with Reviewer, Decision, decided at and Reason.
Group operation receipts by Action and result state with expected revision and failure reason for Failed and needs review cases.
List Opportunities with Status Won or Lost, retained expected value USD, won at and loss reason without representing expected value as booked revenue.
See how B2C CRM fits your kind of team.
Follow a household's inquiry through a reviewed proposal and recorded customer decision.
Keep service inquiries, follow-up evidence and reviewed audience work connected to the consumer relationship.
Track considered consumer purchases with clear ownership, conversation history and review evidence.
Each stage of consumer relationship lifecycle names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Help owners prepare clear evidence and help reviewers investigate the records behind a decision.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 11 tablesStart with one team and one process, then add the rest once the basics are running.
Select a consumer inquiry with an understood requirement and decision. Confirm the account code, contact details, eligibility context and organization with App Administrator.
Map signed-in users to active team membership. Assign a Relationship Owner and an independent Sales Manager, then test their organization scope and evidence visibility.
Define qualification evidence, proposal scope and customer acceptance or loss evidence. Choose the source for segment membership and consent, including how the evaluation time and qualified-member count are obtained.
Log an activity, qualify the opportunity and submit the proposal for review. Rehearse customer acceptance and a separate loss case, checking the retained expected value and outcome evidence.
Submit a segment, review it independently and complete eligible approved work. Test retries, stale revisions, correction of executed scope and a receipt whose effect does not match its declared revision.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| 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 |
Click Get started, then use Proto to configure CRM for B2C for your business. Begin with a consumer account, an assigned Relationship Owner and an independent Sales Manager who can rehearse qualification, proposal review and the customer's outcome together.
The account records the consumer or household name, contact name, address, eligibility note and operating organization. Each opportunity links to its account and retains its own owner, expected close date and evidence.
Open opportunities use New, Qualified, Proposal and Negotiation. Customer outcomes use Won and Lost. Qualification requires evidence, and eligible proposal and closing actions follow the independent review handoff.
Relationship activities capture calls, meetings, emails and tasks against the opportunity. Record a useful outcome with the relevant due and completion dates so the next conversation and review decision have clear context.
Prepare the segment name, consent basis, qualified-member count and evaluation time for the intended opportunity and organization. The Sales Manager reviews the submitted revision before eligible approved work is completed.
Agree the audience and consent source during setup. The segment record retains the basis and evaluation context used in review. Configure any connection needed to obtain source evidence or execute the approved audience work.
An eligible Sales Manager reviews independently of the preparer and assesses the exact submitted revision. The decision retains its reason and source context so the Relationship Owner and Auditor can follow the result.
The forecast combines expected USD value with recorded probability for open opportunities. Agree how missing probabilities are shown and which time zone defines expected-close weeks. Use the financial source for billed or received amounts.
Record the reason and current revision. Unexecuted scope can be canceled while preserving evidence. Executed scope needs an independently reviewed compensating action that remains pending until downstream confirmation.
Inspect its operation receipt, expected revision and linked effects. Reconciliation marks completion only when the declared result matches the evidence; a mismatch stays visible for review with its discrepancy. See correction and reconciliation.
Start free, then use Proto to change fields, steps and approvals before your team goes live.