A CRM for e-commerce businesses managing customer profiles, order history, and retention campaigns in Taskade.
What's Included
- Customer Database: Purchase history, lifetime value, and segment tags
- Order Tracker: Status from Placed to Delivered with return flags
- Retention Dashboard: Churn risk scores and re-engagement campaigns
- AI Agent: Segments customers by behavior and drafts targeted offers
How To Use
- Clone this template and connect your store data
- Review customer segments in Table view
- Let the AI agent identify high-value customers at risk of churning
- Set up automation workflows for post-purchase follow-ups
- Track order issues in Board view
Browse e-commerce tools in the Community Gallery.