Dedicated, Free CRM System..

Through our dedicated, Free to access Client CRM system our clients are able to access the status of their customer orders, returns and stock holding 24/7, giving complete visibility of the current status of their account wherever and whenever required.

We use an online OPIM (Operations and Information Management) file to process orders, generating an integrated invoice and label PDF from imported customer order data. Our system receives a daily import file from a clients API or FTP, or twice daily for order volumes greater than 5,000. This file contains all the data we require to process that particular days customer orders.

Once the file is imported, the OPIM will reject any orders with errors and import only valid orders. An email notification is then sent to our clients informing of any invalid orders so appropriate action can be taken to rectify these.

In the event that there is not enough stock available to ship every customer order, those unfulfilled will be placed on back order until new stock arrives, we then automatically fulfil once the product is back in stock. All remaining orders are then printed and moved through the process to our pick & pack area.

Once the orders have ben collected by our shipping partners, they are marked as shipped and a reconciliation file is produced in FTP. This normally happens by 12 GMT or 17.00 GMT.

To gain access to our CRM portal every client receives unique login details which are password protected. Once logged in, the account dashboard is accessible from where the most frequently used reports are readily available, for example;

CRM-SystemStock Level – break down of stock levels for individual SKU’s

Dashboard KPI’s – remaining stock levels and stock cover is represented in a dashboard format. Other KPI’s measured are – daily orders in and shipped

Orders Report – here a client can view a breakdown of orders shipped, rejected, cancelled, back orders and return. Searchable by order date, shipped date or by order ID number

Returns Report – view a list of any returned orders

All orders imported are reconciled to the clients system via a reconciliation file. This is produced daily, each time orders are marked as shipped in our system.

Our CRM system integrates with all the major shopping carts. We can also create a bespoke integration with a clients own systems.

For convenience our CRM is available to access either via desktop or on a mobile device.
Client CRM on mobile