CRM for E-commerce supports account-based online selling and customer follow-up. Accounts hold company segments, commercial status and eligibility notes; Contacts identify the people involved in the relationship.
Opportunities in one list
Retention Reviewer independently approves, rejects or returns the submitted contact plan with its decision reason.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep customer company segments, eligibility notes and contact roles together for account-based online sales.
Contacts
| Full name | Account | Title | Role | Influence level | ||
|---|---|---|---|---|---|---|
| Leila Sato | Nook & Nest Goods | Merchandising Director | Decision Maker | Final approver | leila.sato@harborpoint.example | |
| Marcus Ibarra | Cinder Ridge Running | E-commerce Manager | Influencer | Budget owner | marcus.ibarra@sagetrail.example | |
| Anika Bose | Nook & Nest Goods | Wholesale Buyer | Gatekeeper | Product evaluator | anika.bose@nooknest.example | |
| Dario Petrov | North Quay Supply | Operations Lead | End User | Strong advocate | dario.petrov@cinderridge.example | |
| Fatima Rahman | North Quay Supply | Category Manager | Decision Maker | Consulted stakeholder | fatima.rahman@mossbank.example |
Follow owned opportunities from qualification and proposal activity to an explained won or lost outcome.
Opportunities
| Record number | Subject | Counterparty | Owner | Expected value USD | Won at | |
|---|---|---|---|---|---|---|
| OPP-89350 | Autumn footwear reorder | Nook & Nest Goods | Celine Moreau | 280 | 31 Oct | |
| OPP-60885 | Trail gear wholesale proposal | North Quay Supply | Dario Petrov | 350 | 13 Oct | |
| OPP-20851 | Holiday gift bundle | Willow Thread Collective | Ravi Desai | 420 | 17 Oct | |
| OPP-95692 | Rainwear assortment expansion | North Quay Supply | Fatima Rahman | 470 | 21 Oct | |
| OPP-69112 | Running club bulk order | Nook & Nest Goods | Malik Adeyemi | 320 | 18 Oct |
Record the product interest, quantities and commercial terms discussed in an opportunity proposal.
Opportunity lines
| Opportunity | Line number | Item name | Product | Quantity | Unit price USD | |
|---|---|---|---|---|---|---|
| Spring accessories restock | 570 | Ridgepath Runner, men's 10 | Ridgepath Runner, men's 10 | 440 | 90 | |
| Holiday gift bundle | 280 | Harbor Knit Pullover, medium | Harbor Knit Pullover, medium | 400 | 240 | |
| Spring accessories restock | 740 | Fernline Rain Shell, small | Cove Fleece Vest, large | 580 | 540 | |
| Holiday gift bundle | 400 | Driftwood Canvas Tote, natural | Willow Yoga Mat, slate | 640 | 710 | |
| Campus essentials partnership | 800 | Summit Trail Sock, 3-pack | Driftwood Canvas Tote, natural | 520 | 690 |
Record customer calls, meetings, email activity and tasks with their owner, due date and outcome.
Relationship activities
| Subject | Parent opportunity | Activity type | Owner | Due at | Outcome | |
|---|---|---|---|---|---|---|
| Review autumn size mix | Running club bulk order | Call | Marcus Ibarra | 16 Oct | Buyer approved sample sizes | |
| Confirm gift bundle quantities | Holiday gift bundle | Meeting | Dario Petrov | 02 Nov | Requested revised delivery date | |
| Send updated wholesale pricing | Autumn footwear reorder | Leila Sato | 04 Nov | Agreed to reorder next month | ||
| Discuss restock timing | Spring accessories restock | Task | Anika Bose | 28 Oct | Reported one damaged item | |
| Check delivery window | Campus essentials partnership | Call | Dario Petrov | 24 Oct | Chose the slate colorway |
Plan and review a customer follow-up using its shopper description, contact date and order reference.
Posting waits for the retention reviewer
| Parent opportunity | Account | Shopper | Owner | Follow-up at | Units ordered | |
|---|---|---|---|---|---|---|
| Campus essentials partnership | Willow Thread Collective | Leila Sato | Dario Petrov | 29 Oct | 540 | |
| Spring accessories restock | Mossbank Market | Marcus Ibarra | Leila Sato | 23 Oct | 500 | |
| Autumn footwear reorder | North Quay Supply | Anika Bose | Ravi Desai | 12 Oct | 110 | |
| Spring accessories restock | North Quay Supply | Dario Petrov | Marcus Ibarra | 18 Oct | 690 | |
| Campus essentials partnership | North Quay Supply | Fatima Rahman | Fatima Rahman | 28 Oct | 70 |
Keep retention review reasons, supporting references and operation results connected to the customer opportunity.
Review decisions
| Parent opportunity | Retention follow-up | Source revision | Decision | Reviewer | Independent | |
|---|---|---|---|---|---|---|
| Trail gear wholesale proposal | First order welcome call | 210 | Approve | Marcus Ibarra | ||
| Home fitness launch order | Abandoned cart follow-up | 140 | Return | Malik Adeyemi | ||
| Spring accessories restock | Replacement shipment check | 250 | Approve | Anika Bose | ||
| Home fitness launch order | First order welcome call | 210 | Return | Leila Sato | ||
| Running club bulk order | First order welcome call | 580 | Approve | Marcus Ibarra |
Customer opportunity to retention follow-up ships ready to use. One step needs a named approval before the work moves on: Approve Retention Follow-up (Retention Reviewer).
Record qualification activity and the next commercial step for the customer account.
Log proposal activity with the product lines and supporting commercial reference.
Record Won or Lost with the reason for the outcome and inspect the action receipt.
Describe the intended customer contact using the opportunity and confirmed order context.
Review the submitted purpose and record an independent decision on that revision.
Carry out the approved contact and retain the confirmed activity and evidence.
Open any opportunity to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.
Counterparty, Owner, Expected close date and Expected value USD.
Each line is linked to this opportunity.
Account Manager, Retention Specialist and Retention Reviewer, each with their own permissions.
Record Opportunity and Qualify Opportunity, with the role that acts.
Approve Retention Follow-up, with who decides.
Willow Thread Collective · New
| Parent opportunity | Operation type | Operation key |
|---|---|---|
| Home fitness launch order | Qualify Opportunity | retention-ord-0412 |
| Home fitness launch order | Submit Proposal | quote-approval-0527 |
| Holiday gift bundle | Close Outcome | order-followup-0619 |
Retention Reviewer records the decision on the submitted retention revision. Preparing the plan and approving it are separate responsibilities.
Signed in as Retention Reviewer
| Decision | Approver | |
|---|---|---|
| Approve Retention Follow-upReview the submitted purpose and record an independent decision on that revision. | Retention Reviewer | |
| Approve retention follow-ups | Retention Reviewer |
Everyone opens E-commerce CRM to the work that is theirs. Pick a role to see what it starts with.
Maintain assigned customer relationships, prepare opportunity lines and record sales activity and outcomes.
This is the first screen this role sees.
Retention follow-ups · Account Manager
| Parent opportunity | Account | Shopper | Owner | Follow-up at | Order reference | |
|---|---|---|---|---|---|---|
| Campus essentials partnership | Mossbank Market | Leila Sato | Anika Bose | 18 Oct | ORD-2026-0412 | |
| Autumn footwear reorder | Mossbank Market | Marcus Ibarra | Celine Moreau | 03 Nov | ORD-2026-0448 | |
| Campus essentials partnership | Willow Thread Collective | Anika Bose | Ines Duarte | 22 Oct | ORD-2026-0501 | |
| Spring accessories restock | Nook & Nest Goods | Dario Petrov | Marcus Ibarra | 30 Oct | ORD-2026-0527 | |
| Campus essentials partnership | Willow Thread Collective | Fatima Rahman | Ines Duarte | 30 Oct | ORD-2026-0574 |
Prepare owned retention follow-ups and record the customer contact evidence associated with each opportunity.
This is the first screen this role sees.
Retention follow-ups · Retention Specialist
| Parent opportunity | Account | Shopper | Owner | Follow-up at | Units ordered | |
|---|---|---|---|---|---|---|
| Campus essentials partnership | Willow Thread Collective | Leila Sato | Dario Petrov | 29 Oct | 540 | |
| Spring accessories restock | Mossbank Market | Marcus Ibarra | Leila Sato | 23 Oct | 500 | |
| Autumn footwear reorder | North Quay Supply | Anika Bose | Ravi Desai | 12 Oct | 110 | |
| Spring accessories restock | North Quay Supply | Dario Petrov | Marcus Ibarra | 18 Oct | 690 | |
| Campus essentials partnership | North Quay Supply | Fatima Rahman | Fatima Rahman | 28 Oct | 70 |
Independently review submitted retention revisions and preserve the decision reason within the authorized organization.
This is the first screen this role sees.
Retention follow-ups · Retention Reviewer
| Parent opportunity | Account | Shopper | Owner | Follow-up at | Units ordered | |
|---|---|---|---|---|---|---|
| Campus essentials partnership | Willow Thread Collective | Leila Sato | Dario Petrov | 29 Oct | 540 | |
| Spring accessories restock | Mossbank Market | Marcus Ibarra | Leila Sato | 23 Oct | 500 | |
| Autumn footwear reorder | North Quay Supply | Anika Bose | Ravi Desai | 12 Oct | 110 | |
| Spring accessories restock | North Quay Supply | Dario Petrov | Marcus Ibarra | 18 Oct | 690 | |
| Campus essentials partnership | North Quay Supply | Fatima Rahman | Fatima Rahman | 28 Oct | 70 |
Read authorized customer, opportunity, retention and operation evidence without changing business records.
This is the first screen this role sees.
Retention follow-ups · Auditor
| Parent opportunity | Account | Shopper | Owner | Follow-up at | Units ordered | |
|---|---|---|---|---|---|---|
| Campus essentials partnership | Willow Thread Collective | Leila Sato | Dario Petrov | 29 Oct | 540 | |
| Spring accessories restock | Mossbank Market | Marcus Ibarra | Leila Sato | 23 Oct | 500 | |
| Autumn footwear reorder | North Quay Supply | Anika Bose | Ravi Desai | 12 Oct | 110 | |
| Spring accessories restock | North Quay Supply | Dario Petrov | Marcus Ibarra | 18 Oct | 690 | |
| Campus essentials partnership | North Quay Supply | Fatima Rahman | Fatima Rahman | 28 Oct | 70 |
Maintain organization setup, team access and the product catalog without replacing independent retention review.
Review pipeline value, relationship work and retention decisions using the records that explain them.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 43 | ||
| Qualified | 12 | 28% | |
| Proposal | 2 | 17% | |
| Negotiation | 1 | 50% |
Sample totals per stage
How much expected USD value sits in each commercial stage, and which open opportunities need a next action?
How are customer accounts grouped and which eligibility notes need attention?
Which products, quantities and commercial terms explain the current opportunity?
Who owns the open relationship work and when is it due?
Compare won and lost opportunities with their expected USD value, recorded win date and loss reason.
Which plans are awaiting review and what decision applies to the submitted revision?
List intended contact dates with the shopper, account, order reference, units ordered and follow-up status for contact planning.
Which recorded actions need investigation and what evidence is available?
List supporting references by evidence kind, reference URL, captured date and notes, with their opportunity and retention links.
See how E-commerce CRM fits your kind of team.
Connect company accounts, buying contacts and product opportunities with a reviewed customer follow-up.
Explain product and service interest within an account opportunity and retain the next customer contact plan.
Give customer follow-up work an owner, a clear purpose and an independently reviewed plan.
Each stage of customer opportunity to retention follow-up 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
Use an agent to organize customer work and explain evidence while people retain independent review decisions.
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 13 tablesStart with one team and one process, then add the rest once the basics are running.
Set up the organization, team members and role responsibilities. Confirm that signed-in users resolve to the intended owners before relying on assigned-work views.
Bring in representative accounts, segments and contacts. Agree how eligibility notes and contact roles guide the commercial conversation.
Prepare product lines, qualify the opportunity and record proposal activity. Close a representative Won or Lost outcome and inspect the action receipts.
Draft a follow-up with confirmed order context, an owner and purpose. Return an unclear plan, review the corrected revision and record the completed customer contact.
Have the Auditor trace both the commercial and retention history. Test unauthorized reads and writes and confirm the intended reader can open supporting references.
$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 E-commerce for your business. Start with a representative account, buying contact and opportunity, then rehearse a retention plan with an independent reviewer.
The account segments are Enterprise, Mid-Market, SMB and Public Sector. Maintain the commercial status and eligibility note alongside the segment so the team understands the current relationship.
Opportunities move through New, Qualified, Proposal and Negotiation before a Won or Lost outcome. The owner maintains expected value, close date, probability and the next commercial step.
Submit Proposal logs proposal email activity, moves the opportunity to Proposal and records an operation receipt. Use the team's chosen communication process to confirm actual email delivery.
Commercial lines record item names, quantities, USD unit prices and discount percentages. A line can reference a catalog product with its SKU and list price.
Record the owner, purpose and intended contact date, with the shopper description, order reference and units ordered needed to understand the conversation. Link the plan to the relevant opportunity and account context.
The Retention Reviewer independently approves, rejects or returns the submitted revision with a reason. The Retention Specialist prepares and carries out the contact work under the team's procedure.
Record the relationship activity and supporting evidence, then mark the approved retention work Completed when the contact is confirmed. Keep an overdue but unfinished plan visible for follow-up.
Confirm the order reference through the operating process or order system that owns the transaction. Agree a storefront connection during setup if the team needs that information brought into its CRM work.
Compare the operation type and evidence summary with the opportunity, related activity and review history. Open the supporting references and confirm any external communication or transaction result through its responsible system.
Start free, then use Proto to change fields, steps and approvals before your team goes live.