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Custom CRM Options

Did you know that your eCommerce platform can integrate with Salesforce, QuickBooks, Podio, Basecamp, Infusionsoft and similar third-party systems? No matter what combination of platform and system you use, we’re able to make them work together so you’re more organized and efficient.

Who is Custom CRM Options for?

What Does It Do?

Benefits

The Difference makes

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Questions?

We can help you determine which functionality is best for Shopify, Bigcommerce, Volusion, VTEX, Magento, 3d Cart, Wordpress / WooCommerce, Opencart, Episerver, Oracle ATG and any Custom Cart.

Other Functionalities

AI-Powered Sales Forecasting Functionality

Flash Sales Functionality

Net Payment Terms Functionality

Scheduled Deliveries Functionality

Customer-Specific Catalogs Functionality

Contract Pricing Functionality

Chatbots for Order Inquiries

Purchase Approval Workflows Functionality

Automated Reconciliation Functionality

IoT Device Integration

Dynamic Pricing Based on Market Demand

Flexible Payment Solutions (Sell On Credit) Functionality for B2B

Customer Segmentation

Company Sub-Accounts Functionality

Sales Representative Assignment Functionality for Bigcommerce and Shopify

Multi-Warehouse Management

Virtual Try-On

Flash Sales

Customer-Specific Catalogs

Net Payment Terms

Multi-User Accounts (MUAs)

Scheduled Deliveries for eCommerce Stores

Contract Pricing Functionality

Purchase Approval Workflows Functionality

Multi-Warehouse Inventory Management Tool

Ebay Integration

Custom Photo/File Uploads

Year Make Model Finder for Shopify, Bigcommerce, and Magento

Pay With Two Cards Option at Checkout for eCommerce

BigCommerce & Shopify Tax Exemption Checkout Functionality

Wedding Gift Registry System

2-Step Account Login Verification

Bulk Ordering for eCommerce

Advanced Search Functionality

Accordion Checkout

ACH E-Check Payment Integration

eCommerce Layaway Functionality

Power Reviews Integration

Part Builder Functionality For Bigcommerce, Shopify, and Magento

Ship to Multiple Addresses Functionality for Shopify and Bigcommerce

Advanced Filter

Product Configurator For Bigcommerce And Shopify

Dynamic Measurement Price Calculator

Pay with Multiple Payment Methods Functionality

Interactive Fit Finder for eCommerce

Adding Two Sets of Categories to One Product on Bigcommerce, Shopify and Magento

Custom Checkout Shipping and Billing Fields on Bigcommerce, Shopify and Magento

Conditional Custom Checkout for Bigcommerce and Shopify Plus

Auto Applying Coupons Based on URL Extension and Parameter on Bigcommerce, Shopify and Magento

Free Trial Offer / Custom Discount Functionality for Bigcommerce and Shopify

Age Verification Functionality

Re-order Reminder

Autoship Recurring Orders

Digital Signature and E-Sign Functionality in eCommerce

Product Comparison Functionality (side-by-side) for Bigcommerce, Shopify, Magento and eCommerce Sites

Checkout Address Validation for Commercial or Residential LookUp for Bigcommerce, Shopify and Magento

Dynamic URL, Page Title and Meta Description Based on Options Selected For BigCommerce, Shopify, Magento and eCommerce

Reserved Cart Timer Functionality

Dynamic Conditional Shipping and Handling Fee for Custom and International Shipments

Reorder An Existing Order Functionality

Purchase Order Option at Checkout for Bigcommerce, Shopify, Volusion

Ship to FFL Functionality, Integration and API

Shipping Threshold Functionality

Custom Prioritize Products and Categories for Bigcommerce

Allow Customers to Use Their Own Freight Accounts at Checkout

Block IP Addresses By Country

Pre-Checkout Upsell

Auto Update Cart

Mega Menu Functionality for eCommerce

Ship Products In Multiple Boxes

Custom B2B Quote Functionality

Dynamic and Smart Pre-orders Functionality

Dynamic Currency Converter

Advanced SMS Notifications

Employee Activity Tracker Functionality

First Purchase Discount Functionality

Pay With Cryptocurrency Integration

Advanced Q&A Functionality

Advanced Referral Code

Dealer Locator Functionality

Loyalty Rewards Functionality

eCommerce Inventory On Demand Forecasting Functionality

Product Path Guidance Feature Functionality

Remind Me Functionality

Mailgun Integration and UI Functionality

eCommerce Bookings TimeZone Conversion Management

eCommerce Order Limit Functionalities

Automated Dropship XML Integration and Email Parsing

Dynamic Pricing and Price Changes Based on Demand and Specials Functionality

Automated Refunds from UPS, FEDEX, DHL Exceptions

Avalara Avatax Integration

Volusion and eCommerce Bandwidth Save/Optimization

Hero Product 3D Display Functionality

Subscribe and Save Functionality

Product and Trip Insurance Functionality

Login with Amazon Functionality

Bulk Discounts Functionality

Advanced Exit Intent Pop-up

Abandoned Cart and Messenger Marketing

Geo Targeted Popup Functionality

Competitors Price Comparison Functionality

Filter Functionality With Analytics

Quick Order Functionality

3D Product Images Functionality

Automatically Apply Discount via Link Functionality

Request a Tour or Demo Functionality

Automatically Updated Digital Catalog

Related Accessories Functionality

Custom Artwork Approval

Reward Points Status Bar

Region Specific Pricing Functionality

Distance Based Shipping Rates

Countdown Sale Functionality

Force Login to Add to Cart Functionality

Click for Better Pricing Functionality

Pre-Checkout Donation

Social Sharing Buttons with Sharing Stats

Live Social Media Mentions Integration

Social Media Referral Functionality

Facebook Chat Functionality

Persistent Shopping Cart

Review Platform Integration

Free Shipping Notifier

Promotional Product Stickers

Animated Product Backgrounds

Integrated Video Player

Dynamic Coupon Display

Customer Favorite Categories or Products

Compare Products on Category Pages

Product Quick View Functionality

Custom Category Page Menu

Add to Cart to See Price

Display Product Promotions on Category Pages

Live Stock Quantity Display

Promotion Incentive Progress Bar

Always Visible Sticky Cart

Social Media Login

Customer Message Center

Click on Video Add to Cart Overlay

Address Autocomplete and Validate My Address eCommerce Functionality

Sell Software Licenses/Codes on Your Store

reCAPTCHA for Specific Payment Methods

Sticky Top Nav w/ Collapsing Menu

Recent Purchase Notification Functionality

Instant Product Appraiser

Qty and Add to Cart on Category Pages

Customer Question and Answer

Product Fit Survey

Automatic Trending Products

Automatic Quoting System Functionality

eCommerce Phone Order Tracking System

Checkout Page Optimization

Delivery Scheduler

Multiple Shopping Cart Integration

Zoho CRM Integration

Anti-Spam Functionality

Gift Card Functionality

Live Shipping Rate Option Estimate

Return/Replace Items Functionality

Track Packages on User Account Pages Functionality

Custom Order Options

Wholesale/Retail Ordering Functionality

Inventory Management System Integration

Shipping Reports Functionality

Customer Relationship Manager (CRM)

Checkout Donations Functionality

Automatically Recurring Orders

Product Features/Promo Stickers

Promotion Reminder in Shopping Cart

Order Progress Bar During Checkout

Return User Shopping Cart Reminder

Side-by-Side Product Image Viewer

Dynamic Pricing Tables

Estimated Delivery Dates Functionality

Abandoned Cart Email Follow-Up

Search by Image Functionality

Post-Order Follow-Up and Upsell

Search and Filter Functionality

Responsive Design on Custom Product Pages

Sales Promotion Integration with Social Media Sites

Dynamic, Option-based Price Updates

Level Of Detail Adjuster

Site Wide Gender Selector

Sticky Product Image Functionality

Image Compressor

Product Image Watermark

Product Picture Zoom, Image Hover Preview w/ Zoom

Design Your Own Product Functionality

Save/Load Shopping Carts Functionality

Partial Payment Functionality

New Product Promotional Placement Functionality

Uber Rush Delivery Integration

Tab Name Change Functionality

Round Up for Charity Functionality

Purchase and Cart History on a Per User Basis

Pick Up From Location Functionality

Pay with Amex Points

Dynamic Header Change Based on Search Query

Q and A Conditional Survey

Public Feedback Forum w/ Comments, Votes, Search

Make an Offer / Name Your Price

The New, Used, Opened, Refurbished Buying Option

Buy Box / Add to Cart Package

Sidebar Filters Functionality

Checkout Button Hover to Display Cart Details

Display Prices with Tax Included or Without Tax Switcher

Order Together and Pay Separately

Suggest Alternate Booking Dates

Multi-Step Checkout

Consumer Managed Inventory Carts

Interactive Catalogue Functionality

Dynamic “As Low As” Prices

Pending Carts for Approval

Download Shopping Cart Functionality

Shopping Cart Errors and Confirmations Tabs

Employee Discount Functionality

Special Process on Large Orders

Interactive Information Map Functionality

Search Recommendation

Product Recommendation Slider

“Trending Items/ Top Selling Product” Recommendation Engine Functionality

Multi Search Functionality

Search History and Product History

Search Alerts

Product Likes and Dislikes

Loyalty Discounts

Volume Discounts

Referral Discounts

Military, First Responder and Student Discounts Functionality

First Time User/Newsletter Sign Up Discount Functionality

BOGO Sale Functionality

Cost Allocation Functionality

Order Approvals/ Order Spending Limits

Social Share Discount Functionality

Clip Art Functionality

Delivery Eligibility Functionality

Job Listing Functionality

Replacement Product Exchange

Auto Scrolling

Return/Mail Product to be Serviced

Sign In Via Facebook

Guided Site Tour Functionality

Auto Fill In For Zip Code, City, State

Chase Pay Integration

Register Your Product Functionality

Display Product Quantity per Item Size or Option

Accessory Discounts

Account Privileges

Instant Checkout Field Validation

Delivery Date Order Timer

Waitlist Functionality

Total Savings Calculator

Price Drop Functionality

Price Match Functionality

Apply to be Customer Functionality

Category Page Color Swatches

Reveal Next Field Upon Completion and Condense First Field

Bitcoin 3rd Party Payment Option Integration

Referral Email Entry List

On-Sale Items Upsell Functionality

Top Selling Product in Geographical Area/Sub Category Badge

Newsletter Subscription Manager

Payment Info, Promos, Deals, Rewards, Coupons and Savings Manager

Commission and Reporting for Resellers

Back to Shopping Suggestions

Search by Price Range Slider Functionality

American Express Checkout Integration

Compare Offers from All Sellers Functionality

Cookie Consent Manager and Popup Functionality

Combo Deal Manager

Add to Cart on Category Page

Find My Size Functionality

Interactive Build-Your-Own Product Options Selector

Hubspot Integration

Podio Integration

Salesforce Integration

Hide Prices from Non-Registered Users

Back in Stock Notifications

SMS Notifications

Review Reminder Functionality

Fundraiser Manager

In-store Sticky Music Player

Employee Activity Tracker

Shop as Customer

Product Auction Functionality

Multi-Store Selector

Embedded Social Media Feeds

Real-time Analytics and Customer Heatmaps

Gift Wrap Functionality

Store Credit Manager/Customer Credit Limit

HTMLJavscript Image Background Subtractor

Cookie Info Alert Extension

Out of Stock Manager

Typo and Case Correction at Checkout

Product Scheduler

Backup and Migration Functionality

Advanced Customer Relationship Manager

Multiple Shopping Carts per User

Meta Data and Taxonomies Filter

PDF Voucher

Product Disclaimer

Realtime Desktop Notifications

Customer Manager

Presale, Time Offer and Expiring System

First Purchase Discount

Image Magnifier and Panning Slider

Coming Soon Countdown

Search Reviews by Keyword Functionality

User Creative Boards Functionality

Sticky Product Details Bar

SMS Notifications for Admins and Users

Weekly and Local Ads Functionality

Visa Checkout Integration

Buy it Again

Custom Product Attribute Ratings and Badges

Save and Load Quotes Functionality

Public & Private Wish Lists Functionality

Permanent File Storage and Manager Functionality

Automatic Tweets

Price Change History

Magazine View

Customer Review Profile Functionality

Pick Your Delivery Date Function

Customer Satisfaction Manager

Custom Email Notifications Functionality

Sale Promotion Integration For Social Media Sites

Product Size Guide Functionality

Lazy Image Loader

Sticky Checkout

Infinite Scroll and AJAX Pagination

Custom Post Order Follow Up System

Smart Request More Info Button

Post Checkout Tips

Group Purchases

Gift Registry and Store Credit / Points

Real-Time Inventory Display Functionality

Order Tracking and Notifications Functionality

User Product Tags

Checkout Up-sell Based on Cart Item

Get a Quote Calculator

User Poll Functionality

Found a Lower Price

Custom Call for Price

Invoice and Receipts Functionality

Rental Product Type

Preorder and Reserve Functionality for Bigcommerce, Shopify and Magento

Cart Reminder for Returning Visitors

Add to Cart Terms and Conditions Popup

Customer Relationship Manager

Custom Report/Export Options

Specific User Product Pricing

Option-Based Price Updates

Lead Generation

Live Inventory Functionality

Smartmatch Functionality

Product Migrations

Multiple Shipping Quotes

Custom Shipping Dates

Conditional Shipping Options

Multiple Users Per Account

UPS Surepost Integration

Multiple Ship-To Addresses

Custom Shipping Commit Times

Custom Shipping Systems Functionality

White Labeling System

Creating/Editing Order Statuses

Conditional Pricing Display

Bandwidth Reduction

WordPress Blog Integration

Multiple Volusion Stores

Amazon Integration

Microsoft RMS Integration

Jet.com API Integration

Custom CRM Options

Custom Order Fulfillment

Cross-Platform Integration

Inventory Management System

Deals of the Day/Week

Monogram and Swatch Integrations

Add Related Items To Cart Functionality

Automated Post Follow Up

Calendar Ordering

Custom Checkout Options

International Checkout

Quick View Function

Custom Registration Page

Membership Redemption

Customer Rewards System

One-Click Reorder

Let's Talk

A digital marketing strategy is the path to profitability. Optimum7 can help you set the right goals, offer and implement creative and technical strategies, and use data and analytics to review and improve your business’s performance.

Speak to an Expert

Custom CRM Options

Questions?

Other Functionalities

AI-Powered Sales Forecasting Functionality

Flash Sales Functionality

Net Payment Terms Functionality

Scheduled Deliveries Functionality

Customer-Specific Catalogs Functionality

Contract Pricing Functionality

Chatbots for Order Inquiries

Purchase Approval Workflows Functionality

Automated Reconciliation Functionality

IoT Device Integration

Dynamic Pricing Based on Market Demand

Flexible Payment Solutions (Sell On Credit) Functionality for B2B

Customer Segmentation

Company Sub-Accounts Functionality

Sales Representative Assignment Functionality for Bigcommerce and Shopify

Multi-Warehouse Management

Virtual Try-On

Flash Sales

Customer-Specific Catalogs

Net Payment Terms

Multi-User Accounts (MUAs)

Scheduled Deliveries for eCommerce Stores

Contract Pricing Functionality

Purchase Approval Workflows Functionality

Multi-Warehouse Inventory Management Tool

Ebay Integration

Custom Photo/File Uploads

Recently Viewed Products

Year Make Model Finder for Shopify, Bigcommerce, and Magento

Pay With Two Cards Option at Checkout for eCommerce

BigCommerce & Shopify Tax Exemption Checkout Functionality

Wedding Gift Registry System

2-Step Account Login Verification

Bulk Ordering for eCommerce

Advanced Search Functionality

Accordion Checkout

ACH E-Check Payment Integration

eCommerce Layaway Functionality

Power Reviews Integration

Part Builder Functionality For Bigcommerce, Shopify, and Magento

Ship to Multiple Addresses Functionality for Shopify and Bigcommerce

Advanced Filter

Product Configurator For Bigcommerce And Shopify

Dynamic Measurement Price Calculator

Pay with Multiple Payment Methods Functionality

Interactive Fit Finder for eCommerce

Adding Two Sets of Categories to One Product on Bigcommerce, Shopify and Magento

Custom Checkout Shipping and Billing Fields on Bigcommerce, Shopify and Magento

Conditional Custom Checkout for Bigcommerce and Shopify Plus

Auto Applying Coupons Based on URL Extension and Parameter on Bigcommerce, Shopify and Magento

Free Trial Offer / Custom Discount Functionality for Bigcommerce and Shopify

Age Verification Functionality

Re-order Reminder

Autoship Recurring Orders

Digital Signature and E-Sign Functionality in eCommerce

Product Comparison Functionality (side-by-side) for Bigcommerce, Shopify, Magento and eCommerce Sites

Checkout Address Validation for Commercial or Residential LookUp for Bigcommerce, Shopify and Magento

Dynamic URL, Page Title and Meta Description Based on Options Selected For BigCommerce, Shopify, Magento and eCommerce

Reserved Cart Timer Functionality

Dynamic Conditional Shipping and Handling Fee for Custom and International Shipments

Reorder An Existing Order Functionality

Purchase Order Option at Checkout for Bigcommerce, Shopify, Volusion

Ship to FFL Functionality, Integration and API

Shipping Threshold Functionality

Custom Prioritize Products and Categories for Bigcommerce

Allow Customers to Use Their Own Freight Accounts at Checkout

Block IP Addresses By Country

Pre-Checkout Upsell

Auto Update Cart

Mega Menu Functionality for eCommerce

Ship Products In Multiple Boxes

Custom B2B Quote Functionality

Dynamic and Smart Pre-orders Functionality

Dynamic Currency Converter

Advanced SMS Notifications

Employee Activity Tracker Functionality

First Purchase Discount Functionality