AI E-commerce CRM
INCLUDED IN ADVANCED AND ENTERPRISE

AI E-commerce CRM

Customer data, campaigns and automations in one panel

Orders, customers and products land in the CRM by themselves. You choose who gets which message; the automations do the rest.

Inside the panel

Abandoned-cart flow with Yes and No branches on whether the email was opened
Customers who opened the email get one step, those who didn't get another.
CRM dashboard: revenue and order trend, RFM segment distribution
How revenue and orders are moving, and which group each customer is in (figures are examples).

How a campaign runs

Say you want to win back customers who abandoned a cart.

01

Describe the audience

Customers with something in the cart who haven't ordered for three days.

02

Write the message

Open a template, drop in the product image and a discount code.

03

Attach a trigger

Set it once; from then on it goes out to everyone who abandons a cart.

04

Read the result

How many opened it, how many came back, how much revenue. In the attribution report.

What's inside

campaign

Email and SMS in one panel

Both channels go out from one panel. Build the email in a drag-and-drop designer or start from one of 80 templates.

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Segments

Describe an audience with 22 criteria and split customers into RFM groups. Send a campaign straight to a segment.

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Flows that branch on a condition

Set up flows like cart reminders or birthday coupons. A flow branches one level: those who opened the email get one step, the rest another.

monitoring

Ten reports

Which campaign brought revenue, which channel works better, where customers drop off. Down to coupon usage.

sync

Connected to your store

Products, categories, brands, customers, orders and returns flow in from IdeaSoft hourly. Price and stock refresh daily.

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Customer record

See what a customer bought, how often they came back and their tags on one screen. Business customers link to companies.

What changes between Advanced and Enterprise

Email and SMS draw from the same monthly pool.

Advanced Enterprise
Customers 50,000 Unlimited
Automations 1 Unlimited
Users 3 999
Email + SMS (shared pool) 250,000/mo 1,000,000/mo
API rate limit 300/min 2,000/min
AI tools, surveys and Growth Engine — Included

From install to first campaign

1

Install it

One click from your dashboard. Your account and user are ready.

2

Connect your store

Authorize your IdeaSoft account and the data starts flowing.

3

Send your first campaign

Pick the audience, open a template, send. The result is in your reports the same day.

Common questions

Which plan includes it?expand_more

It is included in the Advanced and Enterprise plans. It cannot be installed on Basic or Pro.

Which reports are there?expand_more

Ten: revenue, channel performance, product performance, cohort, customer journey, attribution, breakdown, send time, win-back and coupon usage.

Which channels are there?expand_more

Email and SMS. Send a campaign to all customers or to a segment you choose, or attach it to an automated flow.

Are the email and SMS quotas separate?expand_more

No. Both draw from the same monthly pool: 250,000 total sends on Advanced, 1,000,000 on Enterprise. You can see your usage under Settings → Account in the CRM.

How often is data refreshed?expand_more

An hourly delta sync picks up new records and changed order statuses. Product price and stock refresh daily, as does consent sync.

Is there an extra charge?expand_more

No. The CRM is included in your plan and is not sold separately.

What changes if I move from Advanced to Enterprise?expand_more

Customer and automation limits are lifted, send quotas quadruple and users rise to 999. AI tools, surveys and the Growth Engine also unlock.

Already in your plan

Not sold separately. Install it from your dashboard in one click and start today.