Online and store relationships
Keep customers, partners and sales conversations connected.
For online stores, retailers, wholesalers and product brands
CRM for retail & ecommerce
Know your customers, follow up larger sales and handle order issues and returns without losing the thread.
Interest3Wholesale saleA$1,850 · JLProduct questionA$2,400 · JL
Product selected2Online saleA$4,200 · SRWholesale saleA$640 · SR
Quote or cart1Order issueA$960 · AK
Payment pending3Return requestA$7,300 · MP
- Free plan
- Up to 2 people
- Industry setup
- Professional, A$39
- Card to start
- Not needed
- Data stored in
- Sydney
Sound familiar?
Connect customer relationships, wholesale accounts and order recovery.
Order questions arrive with no context
Support can’t see what the customer bought or how much they spend.
Returns are tracked in email
Nobody knows which returns are still open.
Trade and wholesale enquiries need a pipeline
Bigger orders need quotes and follow-up, not a cart.
How it works for retail & ecommerce
A typical week with the Retail & ecommerce setup. Every name below is exactly what you’ll see in the app.
Enquiries arrive with the right details
Records are named the way you talk: customers, accounts and sales. Each new sale has room for sale channel and promotion code. There are also fields for customer segment, preferred categories and lifetime value on customers and account type on accounts.Sales move through your pipeline
- Interest
- Product selected
- Quote or cart
- Payment pending
- Order confirmed
Quote it and win it
Build quotes from your price list with GST worked out, send them for acceptance and keep the accepted version on the sale.Customers ask for help
- Order issueLate, missing or incorrect orders.High priority
- Return requestA customer wants to return or exchange an item.Normal
- Product questionQuestions about sizing, stock or how a product works.Low
Reply in a click
Ready-made replies come with it: “Order query received” and “Order sorted”. Each one fills in the person’s first name and can be edited before it’s sent.Follow-ups happen on their own
- Follow up with a new customer. Create a next-day task linked to the new customer.
- Qualify every new product enquiry. Create an immediate high-priority task linked to the new customer enquiry and notify the team.
Watch · 22 seconds
NovaSoft One for retail & ecommerce, in 22 seconds
The clutter, the setup in your words and one tool that suits retail & ecommerce, in a short animated film.
What happens in the film
Sticky notes pile up: “Abandoned cart!”, “Wholesale enquiry”, “Refund query”. NovaSoft One renames its records to Customers, Accounts and Sales and sets up the stages Interest, Product selected and Quote or cart, and the Corner Café bulk order moves along the board. Then it introduces reports: see who your best customers are. Reports are on Professional and above.
Animated with fictional businesses. Music, with captions in the picture.
A worked example
From first contact to finished work
A trade buyer shows Interest and selects products. A quote goes out at Quote or cart, then Payment pending and Order confirmed. The order is recorded with its date, value, channel and fulfilment status. When a retail customer reports a damaged parcel, it’s an Order issue with an owner and an “Order query received” reply; a Return request is tracked separately.
What the starting point sets up
Choose Retail & ecommerce when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.
Purchasing and inventory
Manage suppliers, purchase orders, receipts and recorded stock movements.
Channel follow-up
Use tasks and saved views for customer and external order follow-up.
- Your records are called
- Customers, Accounts and Sales
- Pipeline stages
- Interest → Product selected → Quote or cart → Payment pending → Order confirmed
- Extra fields
- Customer segment (customer), Preferred categories (customer), Lifetime value (customer), Account type (account), Sale channel (sale), Promotion code (sale)
- Orders register
- Order date, Order value, Channel, Fulfilment status, Tracking URL
- Request types
- Order issue, Return request, Product question
- Ready-made replies
- Order query received, Order sorted
- Automations
- Follow up with a new customer; Qualify every new product enquiry
Questions about NovaSoft One for retail & ecommerce
Still unsure? Read every question or start free and look around.
Does it sync with my online store?
No. NovaSoft One doesn’t sync storefront sales or manage fulfilment. It keeps customer relationships, larger sales and support in one place.
Can I see a customer’s lifetime value?
Yes. Customers have a Lifetime value field and a segment you can filter by.
Can customers raise returns themselves?
Yes, on Starter and above, through the customer portal.
Can I change what the retail & ecommerce setup creates?
Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.
Can I bring my existing customers across?
Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.
What does it cost?
Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.
Good to know
Does not sync storefront sales, manage order fulfilment or reconcile payments. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.
Try NovaSoft One for retail & ecommerce.
Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.