One platform
to automate retail
workflows and CRM with no-code
Retail Workflow Map
Merchandise manager
Buying manager
Store manager
Marketing manager
Sales assistant
Customer service
representative
representative
Compliance officer
HR manager
Merchandise management
Merchandise planning
Generate data-driven merchandise plans across all your channels, regions, and stores, as well as make predictions about crucial future market positions by using robust analytics and AI tools
Pricing optimization
Optimize your pricing strategy for different products, customer segments, and distribution channels with comprehensive sales, pricing, and profitability analytics and AI-driven predictive modeling techniques
Product launch management
Reduce time-to-market with transparent, centralized, and automated product launch processes and seamless collaboration workflows across departments
Sales performance monitoring
Monitor your retail sales from all angles to increase the company’s profits: order and customer metrics, salesperson performance and efficiency, best-selling products and categories, store's financial KPIs, and more
Procurement and Logistics
Sourcing and procurement
Set up smooth, continuous procurement processes and ensure timely availability of goods in your stores by automating such workflows as purchase requisitions, supplier onboarding, contract approvals, invoice processing, and more
Logistics management
Ensure fast and cost-effective delivery of goods to stores and distribution centers with automated workflows for planning routes, costs, orders, and other related activities
Partner management
Easily maintain up-to-date information about vendors, suppliers, manufacturers, and distributors in a single centralized solution; communicate transparently and effectively through the partner portal
Contract management
Keep contracts, agreements, and other related documents secure and up to date in a single-source protected database; save time by automating contract approvals and other document management workflows
Store operations
Franchise management
Implement unified store operations and standards across your entire network; establish effective communication and collaboration between different stores and teams distributed across multiple locations
Inventory control
Track the real-time inventory status of your products to prevent delivery delays, ensure timely fulfillment of orders, and avoid overspending and overstocking
Asset management
Easily track information on all physical and digital assets in your store to improve operational performance and maximize the efficiency of asset utilization
Marketing
Customer information management
Gain a holistic view of your customers, their interests, and buying behavior, such as social media activity, email campaign response, purchases online and in retail stores, wish lists, ratings and reviews, loyalty program information, etc.
Segmentation
Divide your audience based on criteria such as social demographics, geography, and buying behavior, and deliver personalized offers through the ideal channels at the perfect moment.
Campaign management
Easily build, automate, and manage omnichannel marketing campaigns targeted for each of the segments; plan and manage your marketing spend, and track the results of the campaigns and ROI
Loyalty program management
Run various types of loyalty and reward programs (e.g., spend programs, discount programs, gift programs, etc.) with an omnichannel approach to engage customers at every step of their online/offline store journey and on special occasions
Order and Delivery
Omnichannel order management
Accept and process orders from various online and offline channels, check the availability of goods and their cost, communicate with customers and colleagues, view communication history, etc. – all in one window
Product information management
Get a complete, up-to-date view of your SKUs with detailed characteristics of each product to streamline your ordering, quoting, inventory, and invoicing processes
Delivery management
Calculate shipping costs, send requests to the delivery service, notify customers about the order status, and manage couriers via seamlessly connected and automated workflows
Customer service
Omnichannel help and support
Serve and engage your buyers across any channel of their choice – phone, emails, messengers or Self-Service portal – while empowering your service reps with end-to-end digital service tools, AI-powered workflows, and detailed customer information
Contact center automation
Maximize the contact center efficiency by giving your agents intelligent tools to easily manage case queues, run omnichannel communications, and track their own performance in real time
Returns processing
Simplify the return process via fully automated digital workflows, collect detailed information about returns, exchanges, warranty claims, and repair in one place for in-depth analytics
Risk & Compliance
Customer privacy management
Establish personal data compliance procedures that follow industry standards and comply with privacy laws, including GDPR, CCPA, and more.
Regulatory compliance control
Achieve regulatory compliance across the organization through centralized management of regulatory documents, compliance plans, and employee policies.
Legal case management
Streamline legal cases management, standardize document formats, and enhance legal workflows and collaboration processes.
Certification development
Monitor and manage certification processes throughout the entire organization to ensure complete regulatory compliance.
Internal audit
Oversee audit workflows for all financial, physical, and legal assets within your organization.
Employee experience
Employee lifecycle management
Implement cohesive HR workflows to ensurr efficient employee management, covering hiring, onboarding, development, retention, and exit.
Employee request management
Elevate the employee experience through a streamlined solution that automates requests for vacation, travel, expenses, and more.
Employee retention
Motivate, engage, and retain your best employees with advanced tools for conducting employee surveys, organizing trainings, calculating bonuses, and performance evaluation - so your employees are happy and stay longer
Collaboration and knowledge sharing
Consolidate communications, collaborate, manage knowledge and document sharing, organize tasks and meetings, handle reviews and approvals.
Related Resources
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