CRM
Leads, contacts, inbox, deals and customer relationships.
51 pages
All topics in this area
- ActivitiesActivities are the sales team's logbook: every call, email, meeting, and note about a contact is recorded here. This way, everyone on the team can…
- Adding it to your shopFor guides, tooltips, the resource center, and announcements to appear in your online shop at all, a small piece of code (a snippet) needs to be added to…
- Adoption Analytics (HEART Metrics)SELLERLOGIC Commerce Services gives you an embeddable help package (SDK) that you can add to your own online shop — with it, you build product…
- Adoption GuidesGuides are step-by-step walkthroughs that appear directly inside your online shop and show your customers how to use a particular feature. A guide is…
- Adoption SDK CustomizationSELLERLOGIC Commerce Services gives you an embeddable help package (SDK) that lets you provide product tours, tooltips, and guides for your own…
- Agent GroupsAgent groups bundle your support staff into teams, for example "Technical Support" or "Billing". Each group defines the rule by which new tickets are…
- Agent PerformanceThe Agent Performance page shows you at a glance how well your support team is doing. It compares all active support staff using metrics like response…
- AudiencesAudiences (segments) determine which customers see guides, tooltips, announcements, and surveys. There are two kinds: user segments (based on…
- Automation Rules (CRM)Automation rules automate recurring workflows in both support (tickets) and sales (CRM) with if-then logic: when a specific event occurs and its…
- Blocked Numbers (Block as Spam)On this page you manage all phone numbers that have been blocked as spam. Blocking a number adds it to the blacklist of your 3CX phone system and…
- CallsThis list shows all phone calls recorded in the CRM with AI-powered analysis: transcript, conversation quality, sentiment, topics, buying signals, and…
- Calls AnalyticsThis page analyzes all calls recorded in the CRM and shows trends, distributions, and outstanding callbacks at a glance — useful for tracking team…
- Chapters (Guide Grouping)SELLERLOGIC Commerce Services gives you an embeddable help package (SDK) that lets you provide product tours and help guides for your own end…
- CompaniesThis is where you manage the companies SELLERLOGIC has a business relationship with — from prospects to long-standing customers. A company…
- Contact FormsThis is where you create and manage contact forms that customers can fill out on the storefront. Depending on the configuration, a submission…
- ContactsThis is where you manage everyone your sales or support team is in touch with — leads, prospects, and existing contacts at your customers. Every contact…
- Content Analytics (Guides & Announcements)SELLERLOGIC Commerce Services gives you an embeddable help package (SDK) that lets you provide product tours, guides, and announcements for…
- CRM DashboardThe CRM Dashboard is the landing page of the sales area. It shows at a glance how many deals are currently open, how much they're worth, how your…
- CRM Email TemplatesEmail templates are reusable text building blocks for communicating with contacts and deals — e.g. welcome emails, deal-stage updates, or reminders…
- Customer InboxThe Customer Inbox brings together every message conversation with customers — regardless of channel — in one place. Unlike Support Tickets…
- Customer Satisfaction (CSAT)After a ticket is resolved or closed, a short satisfaction survey can be sent to the customer automatically — with a star rating and optional additional…
- Drip CampaignsA drip campaign is an automated sequence of emails sent to contacts over a period of time — for example a welcome series for new contacts, or a…
- Element-Matching RulesWhen you link a hint, a tooltip, or a guide step to a specific element on your shop page (like a button or a menu item), the system needs to be able to…
- Email RulesEmail rules automatically process incoming emails before or while they turn into a ticket — for example to detect spam, prioritize VIP senders…
- Email WorkflowsEmail workflows automatically send an email template as soon as a specific CRM event occurs — e.g. a welcome email as soon as a new deal is created…
- EscalationThis page controls what happens automatically when a support ticket stays unanswered for too long, and defines when your team is actually available. It…
- External ReviewsThis page collects public customer reviews from external platforms such as Trustpilot, Google, Google Maps and the Amazon Appstore in one central place…
- Gmail Mailbox & SyncA Gmail mailbox can be connected to SELLERLOGIC Commerce Services as a ticket source: incoming emails are automatically converted into support…
- IntegrationsOn this settings page you connect external systems to the CRM: email mailboxes, the phone system, marketing tools, and marketplaces. Once connected…
- Knowledge Base (Customer Help Articles)This is where you manage the help articles that your own customers can see in your online shop — for example, answers to "How do I track my order?" or…
- Lead ScoringLead scoring automatically rates contacts with a point value so sales reps can quickly see which leads are the "hottest". The score is made up of an…
- Lifecycle StagesLifecycle stages describe which phase of the customer relationship a company is currently in (e.g. new customer, active customer, at risk, former…
- Live ChatLive Chat lets customers reach your support team directly through a chat window on your website (or via WhatsApp/Messenger). On this page, support staff…
- Messages & SurveysHere you manage announcements and surveys that are shown to your customers directly inside your online shop. Announcements share news, while NPS…
- Pipeline & DealsThe Pipeline is the central overview of all sales opportunities ("deals") — from first contact through to close. Deals are organized into stages, which…
- Portal managementPortal management is the single place where you maintain everything your customers see in the customer portal: the roadmap, the answers to feature…
- Products & SubscriptionsThis page shows how well SELLERLOGIC's products are selling to your customers: how many companies use a product, how much revenue it generates…
- Resource CenterThe Resource Center is an embeddable help widget for your online shop. It brings together guides, articles, videos, and links in one place so your…
- Sales AutomationSales Automation lets you define rules that react automatically to events in the pipeline — for example: as soon as a deal moves into a certain stage, a…
- SignaturesHere you manage central email signatures for the support area and decide which signature is automatically attached to which mailbox or email alias. A…
- Spam ManagementThis page controls how SELLERLOGIC Commerce Services automatically detects and handles unwanted support requests (spam). The system compares…
- Subscriptions (CRM)This is where you manage individual subscription records: which company booked which product on which plan, since when, at what revenue, and whether…
- Support OverviewThe Support Overview is the cockpit for support leads and team leads: one page with the key numbers on tickets, SLA compliance, live chats, and customer…
- Support QualityThe Support Quality page shows how well support is actually performing over a selectable time range: how satisfied customers are (CSAT), how fast the…
- Support SettingsThis is where you configure the basic rules for the entire support/ticket area: how fast tickets must be handled, when inactive tickets are closed…
- Support TicketsThe Tickets page is the support team's central workspace: every customer request lands here as its own case with a status, priority, owner, and due date…
- Sync HealthMuch of the CRM data (e.g. companies, subscriptions) is automatically synchronized with upstream SELLERLOGIC systems. This page shows whether that…
- Tasks & Asana (moved)These four addresses used to belong to the CRM, but now automatically forward to the standalone Tasks area. If you got here from an old bookmark or link…
- Ticket TemplatesTicket templates are pre-written response building blocks that let support agents answer recurring requests faster and more consistently. Instead of…
- TooltipsTooltips are individual hint speech bubbles at specific spots in your online shop. There are two kinds: Hints — help icons that are either always visible…
- Webhooks (CRM)Webhooks automatically notify external systems as soon as something specific happens in the CRM — for example, that a ticket was created or a deal…
What's new?
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A contact's appointment history is labelled
The "Appointments" tab of the contact drawer carried no text anywhere, only the internal name the interface looks it up by - the heading, the error shown when loading fails, the hint for an empty history, the placeholder for an unknown appointment type, the unit behind the duration and all four status badges (confirmed, cancelled, needs rescheduling, no show). Two more places sat next to it: the "Uses" column of the ticket templates table and the name a screen reader announces for the button that removes an attachment from a reply. All eight places are now written down in German and English, and the duration carries a space between the number and the unit again.
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Contact statistics stay up when the aggregate comes back empty
The tile row above the
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SELLERLOGIC direct links in a contact point at the right place again
In the contact drawer
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Contact merge now carries every history along
Merging two contacts now also re-links
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CSAT response rate now compares the same time window
In CSAT analytics and the CSAT