Industry preset · Support
CRM for Retail & e-commerce
You do not need a pipeline for a shopping cart. You need to know your best customers and answer them fast. Stretto starts in support mode.
Setup mode is chosen for you. Change it any time in settings.Retail & e-commerce pipeline board
Pipeline stages, preloaded
- 01New
- 02Waiting on customer
- 03Waiting on carrier
- 04Resolved
- 05Refunded
Objects switched on
- Contacts
- Tickets
- Tasks
- Lists
- Email broadcasts
Anything not listed is hidden from the sidebar, not deleted. Turn it on in settings.
Properties added
- Lifetime value
- Last order
- Preferred store
- Marketing consent
On top of the standard contact, company, deal and ticket properties.
How teams in Retail & e-commerce use it
01
Returns and questions as tickets
Every customer message becomes a ticket with the order reference. Stages match how your team actually works a return.
02
VIP lists
An active list of customers above a lifetime value gets the early-access broadcast, with consent checked at send.
03
Reorder reminders
A sequence keyed off last order date, exited the moment they buy again.