Industry package
Know your customers, not just your transactions
A till records what sold. This package records who bought it, what they looked at and when they are likely to return, so repeat business becomes something you can act on.
A complete retail workspace: customers with loyalty tiers, sales inquiries, a sales pipeline, product inventory and margin, and customer/loyalty dashboards.
What gets in the way
Customers are anonymous after the sale
Without a customer record attached to purchases, there is no way to reach the people most likely to buy again - the ones who already did.
Interest that did not convert is not captured
A shopper who asked about a product and left is a lead the store never records, so it can never be followed up or counted.
Promotions are sent to everyone or no one
Without recorded preferences and purchase history, targeting is guesswork, and untargeted messaging trains customers to ignore you.
How the package handles it
- Customer, preference and purchase fields turn each sale into a profile, so the store can segment by what people actually bought.
- A sales pipeline captures interest that has not converted yet, from first enquiry through quote to payment, so it can be followed up.
- Ready-made views and reports show product and customer performance, so buying and promotion decisions have data behind them.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Sales Pipeline
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a retail store. Contacts are customers with a loyalty tier and spend history; leads are sales inquiries; products are the catalog and inventory; deals are sale opportunities on a sales pipeline.
Start with Retail & Commerce configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.