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CRM Integrations

CRM Integration

Simplify your tech stack by tightly integrating your webstore with your preferred custom relationship management system

CRM Integrations with B2B Ecommerce Software

CRM Integration with Cloudfy B2B Ecommerce Software

Your supply business has grown to the point that you know you need your CRM and client ordering systems to integrate with one another so you can provide a better experience for your clients and a more efficient process for your own business. If done correctly you’ll reduce churn, increase conversion and improve your bottom line.

But how do you choose a B2B ecommerce software (or D2C depending on your needs) that can accomplish this, while offering robust features that actually boost the efficiency of your operations as a whole? Your employee attention is already split between managing your inbox and your purchase order process, and integrating your CRM will only further divide your focus.

At Cloudfy we don’t just paper over a B2C solution with a few B2B functions—we dedicate ourselves completely to suppliers and distributors like you who need deep trade-only solutions right out of the box, especially tight integration with your customer relationship management tool. With Cloudfy acting as your ecomm. portal, there is NO need for you to pay for and setup a separate connector. And so it comes without a high price tag and or time-consuming maintenance.

Simplify, save and scale your operation through an industry leading combination of B2B and D2C features, top-notch UX and so much more, all packed in a turn-key, low-maintenance and affordable SaaS solution.

Webstore and CRM Integration

Integrate Your Webstore & CRM


Personalized UX

With CRM integration, you can provide your clients a truly personalized user experience. From custom category menus to restricted product offerings to unique homepages and dashboard experiences, your Cloudfy site can be easily adjusted to cater to different audiences – resulting in greater customer satisfaction and stronger sales.

Seller Assisted Ordering

Cloudfy gives your sales reps the ability to walk your customers through an order, add or remove items in their cart, and even place the order on behalf of your customers. By syncing with your CRM, you make it easier than ever for your team to review customer support notes from a single dashboard, and open the door to greater up-sell potential.

Returns Management

Automate your RMA process with Cloudfy’s returns handling feature. This can be done through manual management or integration with your back-office ERP and warehousing systems. What's more, by connecting your ecommerce portal with your customer relationship manager, you can better document returns and analyze ways to help reduce such instances.

Discover how simple it can be to mesh your CRM with your ecommerce solution. Contact us now to schedule your complimentary Cloudfy demo.


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