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- E-commerce + CRM + Analytics + Support
- Get started
Get E-commerce + CRM + Analytics + Support running in four steps.
Set up a small, reviewable cycle of customer sales work and retention contact.
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 E-commerce + CRM + Analytics + Support. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open E-commerce + CRM + Analytics + Support 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 E-commerce + CRM + Analytics + Support for your team. Name the organization, active sales and retention staff, and the people who will review submitted follow-ups.
Prepare the first operating cycle
Select a small customer group. Bring in the accounts, contacts and products needed for their current discussions. Give each opportunity an owner, expected close date, expected value and next step. Rehearse qualification and proposal submission, then close a won and a lost case with clear reasons. Prepare a retention follow-up linked to one of those opportunities and have a different team member review it.
Review before release
Check the opportunity stage against its activity and operation receipt. Confirm the follow-up decision has the right reviewer and revision. Ask each role to open the screens it needs, then review due activities and receipt exceptions together. Agree where outside order references and customer-facing proposal material will be checked during daily work.
Set up E-commerce + CRM + Analytics + Support your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.