Discussions

I’m running a small online thrift store and I’m trying to understand the best way to use a CRM to keep track of leads, customers and follow-ups without overcomplicating my workflow. At the moment I mainly collect emails from orders and a simple signup form, but I’d like to segment people better based on what they browse or buy so I can send more relevant messages.

For those who manage ecommerce or small retail projects, how do you structure your CRM for this kind of use case. What are the key fields, automations or integrations you recommend setting up first so that the data stays clean and actually helps with sales and customer retention?
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