web analytics
skip to main content

CRM Integrations

Best-In-Class B2B Ecommerce Software with CRM Integration

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

graphic of icons related to CRM 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.

woman in sweater with feet up on office desk

Why 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.


Your Cloudfy setup comes complete with a rich slate of automation tools and customer self-service features designed to minimize the reliance on your staff for routine tasks. Less admin burden, simpler IT stack, and smoother customer experiences – all out-of-the-box in a fast, turn-key setup.

SAVE $$$

Boost your bottom line by lowering your IT costs and reducing your admin expenses. Cloudfy’s automation tools can slash your processing costs and eliminate multiple software licenses. Plus, you benefit from the IT savings of a done-for-you SaaS solution over pricey in-house development.


Your Cloudfy solution includes the premier slate of b2b ecommerce features for multi-national distribution that can be switched on as your business scales and your needs adapt: EDI ordering, Punchout, Multi-Store Configurations, Multi-Warehousing, Multi-Currency, Multi-Lingual and so much more.

ERP Systems Integration

Cloudfy comes out-of-the-box with pre-built ERP System Integrations so launching your connected ecommerce webstore is just a simple, routine configuration task. This turn-key dynamic expedites your time-to-launch and keeps your setup and maintenance costs way down.

B2B Ecommerce ERP



Streamline your operation, improve customer satisfaction and accelerate your quote-to-cash cycle by giving your clients their own easy-access portal to tackle any-and-all routine requests including:
Mobile Sales Person App-9

Complex Requirements? Bring it on!


Featured Case Studies

Complex Requirements? Bring it on!


Featured Case Studies


Picking the Right B2B Ecommerce Software

10 Commonly Overlooked But Absolutely Critical Vetting Questions