E-Commerce · Module

CRM Module

Turn every contact into a lasting relationship. The CRM module centralizes leads, communication, and follow-ups so nothing slips through the cracks.

Key capabilities

What CRM Module delivers

Everything e-commerce teams need from crm module, built in and ready on day one.

Contact Management

A single timeline of every interaction with each customer.

Automated Follow-ups

Trigger reminders, emails, and tasks based on activity.

Segmentation

Group audiences and reach them with targeted outreach.

Pipeline Tracking

Visual stages that show exactly where every deal stands.

Why teams choose it

Built for e-commerce teams and tightly integrated with every other module in the suite, so your data stays connected end to end.

  • No forgotten follow-ups
  • More repeat business
  • Clear pipeline visibility
ShopifyStripeAlgoliaKlaviyo
ecommerce / crm-module

+47%

Conversion lift

9x

Peak traffic held

0.9s

Median load time

Business impact

What your team gains with CRM Module

Beyond the feature list, this is the difference your e-commerce operation feels within the first month.

Hours back every week

CRM automates the repetitive e-commerce busywork — data entry, reminders, and reports — so your team spends time on work that actually moves the needle.

Fewer costly errors

Built-in validation and one shared record mean the mistakes that come from re-typing data across disconnected tools simply stop happening.

Decisions on live data

Dashboards update the moment work happens, so managers steer e-commerce operations with today's numbers — not last month's exports.

Room to grow

Add users, locations, and modules without re-implementation. CRM scales from a single site to a multi-branch operation on the same setup.

How it works

Live in three steps

From first import to full rollout, CRM Module is designed to get your team productive fast.

1

Bring your data in

Import existing e-commerce records or start fresh. CRM maps cleanly to how your team already works, with guided migration and no messy spreadsheets.

2

Configure to your process

Tailor fields, roles, and automations to match your workflow — all without code. Set the rules once and let CRM handle the repetitive work.

3

Go live and scale

Roll out to your team with hands-on onboarding, then watch the module connect to the rest of your suite as you grow into it.

The difference

Before and after CRM Module

The day-to-day change e-commerce teams notice once CRM Module takes over the busywork.

Without Gbooks

  • Scattered spreadsheets and paper registers
  • The same data re-typed into multiple tools
  • Status updates chased over calls and messages
  • Numbers you only trust after month-end
  • Growth means hiring more admin staff

With CRM Module

  • One live CRM workspace the whole team shares
  • Information entered once and synced everywhere
  • Real-time visibility for everyone who needs it
  • E-commerce dashboards that are accurate right now
  • Growth means switching on another module

Who it's for

CRM Module fits right into e-commerce operations of every size — from lean teams to multi-site enterprises.

Headless StorefrontInventory SyncCheckout
Enterprise-grade

Secure and reliable by default

CRM Module runs on the same hardened platform as every Gbooks module — no add-ons or upgrades required.

Role-based access

Granular permissions decide exactly who can see and change what, down to individual fields.

Encrypted end to end

Your data is encrypted in transit and at rest, with regular independent security reviews.

Complete audit trail

Every action is logged and tamper-evident, so audits take hours instead of weeks.

Backed up & always on

Automatic backups, tested restores and a 99.99% uptime record keep your daily operations running without interruption.

FAQ

Common questions about CRM Module

How long does it take to get CRM Module up and running?

Most e-commerce teams are live within days. Our onboarding team helps you import data, configure workflows, and train users so you see value in the first week — not the first quarter.

Does CRM Module work with the tools we already use?

Yes. It connects out of the box with Shopify, Stripe, Algolia, and shares one secure core with every other module in the suite, so your data flows without duplicate entry.

How is our data kept secure?

Every module ships with role-based access control, encryption in transit and at rest, and a full, tamper-evident audit trail — so you always know who did what, and when.

Can we start with just CRM Module and add more later?

Absolutely. Begin with CRM Module alone and switch on other E-Commerce modules whenever you're ready. Everything works together, so adding a module is a toggle — never a re-implementation.

Do you provide training and support?

Every plan includes guided onboarding, live training sessions for your team, and ongoing support over chat, email, and phone. Most questions are answered within a few hours, and your data is never left stranded.

Can our team use CRM Module on mobile?

Yes. CRM Module runs in any modern browser and ships with mobile-friendly views, so your e-commerce team can work from a phone or tablet on the floor, in the field, or at home.

Add-ons

Six upgrades that work with your e-commerce suite

Built by us, on the same core, billed on the same contract. Switch one on and it is live across every module you already run — no integration project, no second vendor.

…and many more. Ask about the full add-on catalog on a demo.

Explore all add-ons

See the CRM Module module live

Book a tailored walkthrough and we'll show you exactly how CRM Module fits into your e-commerce workflow.