What is the best CRM for retail and online store?

Question

CRM

HI All!

I began to look for a CRM that would be tailored for retail and an online store. In addition to "My Warehouse" and Ros Business Soft "Internet Shops" really did not find anything. Sometimes software comes across, but I did not look at it, because it is fundamentally necessary that the work be through the web interface.

Please, tell me who is in the subject.

I would like CRM to be able to:

1. Integrate
- with an online store
- with payment systems

2. Keep inventory records, both manually and by barcode, as well as:
- reflect input (purchase) prices
- reflect selling prices ( retail) prices
- be able to set prices according to promotions and types of customers
- automatically calculate the margin

3. Have a customer base tailored for individuals, not companies.
3.1 That is, there should be convenient customer cards that can be divided:
- by categories
- by sources of attraction
- by types of customers
Who would have
- the main fields (postal address, full name, email, phone, profiles in social networks, icq, skype , birthdays, etc.)
- custom fields -
just a text field for notes about the

client assignments that are recorded in history
- The system should remind the user of instructions (ideally - via SMS)

3.3 The client base should make mailings
- SMS
- Email

4. There should be a statistics module and the more detailed and flexible it is, the better

5. It is necessary that different users have different rights, for example:
— they saw only their customers
— they didn’t see entry prices
— they couldn’t see the general and other users’ statistics, etc.

6. The system should be able to maintain primary documentation
- receipt documents
- expenditure documents
- invoices / receipts for payment

7. There should be adequate support that would respond during the working day by:
- ​​Email
- Skype
- Phone

Yes, I know that most of the functions, if not all, are in Megaplan, Mavisoft (I use it now, because I work with legal entities, but it is very poorly suited for individuals) Terra Softe and other systems. But they are all designed primarily to work with organizations, which imposes a number of restrictions on the convenience of working with individuals. persons.

I guess if any company releases a product aimed at retail, it will be torn off by hand. For while I do not know any of those who work with physical. by persons who would use some kind of CRM product, basically everyone gets out of the situation themselves. Someone orders a self-written system clearly for their needs, someone uses signs, etc.

In general, friends, I really hope for your answers!

Answer 1

In my opinion, a system based on the online store itself is best suited here, because of the existing ones I didn’t come across anything sensible for these tasks) I don’t know what your online store is running on.
Ideally, write your own system. Or, if it is rational, finish the current one. For example, Web-Asist has a lot of things listed above (both warehouse accounting and convenient to complete your documents), but of course, not all of them.

Answer 2

I will try to comment on the questions asked about MoySklad. :)
1. MySklad is able to integrate with the online store. About integration with the payment system is a little unclear. What data should CRM and payment system exchange? What tasks should such integration solve?
2. Initially, MySklad was created as an online warehouse accounting service. Therefore, the listed tools for working with residues can be counted among its basic components. It is possible to display both purchase prices (cost if the goods were purchased at different prices at different times) and selling prices. It is possible to set up price types, set personal discounts for contractors.
By automatic margin calculation - there are reports that display turnovers and profits for the period. Is this an automatic margin calculation?
3.1 In MySklad, you can assign tags to counterparty cards, which allows you to put tags both by category and by channels of attraction and types of customers. The client card itself has a fairly large number of fields for storing information on its contacts. If the existing fields are not enough, then MySklad allows you to add additional fields to the counterparty card.
3.2 There is no history of communication with the client in the form you described in MySklad. It is possible to manually record events for a counterparty, but it is currently impossible to automatically drag them from correspondence. Users can assign tasks to each other and receive notifications on them.
3.3 MoySklad is able to send emails via UniSender. SMS mailings are not yet part of this integration.
4. What do you mean by statistics module? What indicators and in what sections do you need to see?
5. MoySklad is able to adjust to the scheme of separation of rights required for the customer company. It is possible for individual users to show only their clients, to prohibit seeing the cost price and company reports.
6. MySklad allows you to work with primary documents, including those listed.
7. MySklad support works by email and phone. Previously, they provided support via Skype, but due to the inefficiency of such a communication channel, they abandoned it.

Answer 3

In general, from my own experience I can say this: you create, create your own unique CRM, sharpen it to fit your needs, but in the end you have to add a lot of options - for the developer, this is a constant hemorrhoids, because it’s not easy to create a product for your needs the first time . And, since the gentlemen who sell ready-made CRM systems have obviously been working with their clients for more than a year, they have long taken into account the possible "Wishlist" of the user of such a system.
It will be cheaper to choose something from the proposed list than to use excels, Google docs, stickers and self-written CRM.

Answer 4

We use Retailsrm.
It is just tailored for small and medium-sized Internet projects, not for large ones.
You can easily set up interaction with Yandex.Market if there are a lot of commodity items. And it’s convenient to adjust prices, it allows you to set your own up to each region.
Read reviews on it
vyborexperta.ru/cifrovaya-tekhnika-i-internet/luch...
https://im-business.com/obzor-retailcrm/
www.crm2web.ru/tool/1767
The price is slightly above average, but depends on your turnover.
Or take a look at amocrm. Also a successful system, there are, like everywhere else, their pros and cons.
Main review on Habré https://habr.com/company/trinion/blog/295302/

Answer 5

I really want to share one new CRM system - Receptioner ( https://receptionerapp.com ). This system did not start its way of work in such a given way. This system differs from all, which only have its flexibility. For me personally, it is very convenient and therefore I would like to tell a little about it. Using the system, I saw for myself that developers are looking specifically at people: since payment occurs after use, and not in advance. Also, payment depends on the reservation in the system. The site has a calculator that will help you calculate the amount just for you. Go to the site and use it with great pleasure. All information is on their website.