Leads from everywhere
Ads, Instagram, website chat, and WhatsApp land in one board instead of five inboxes.
CRM
A CRM is only useful if follow-up happens.
I set up the pipeline and the automations around it. For e-commerce, that means carts, repeats, and support history in one place.
E-commerce, specifically
Abandoned carts
A timed WhatsApp or email asks if they need help, with the product still in context.
Who is hot
Status and simple scoring so the team calls buyers, not browsers.
Repeat buyers
Order history is visible, so offers go to people who already purchased.
Support memory
The next agent sees the last chat instead of asking the customer to start over.
Team view
You can see who followed up and who left a lead cold.
The same setup works for clinics, coaching, and services. E-commerce just has more events — orders, carts, returns — so the CRM has to listen to the store, not only a form.