#CRM
Automating an online store with CRM: expert opinion by Yevhen Kasyanenko
4.8
11

Automating an online store with CRM: expert opinion by Yevhen Kasyanenko

Online sales are growing at double-digit rates, and with them, customer expectations. Customers expect to find the product they want in a couple of clicks, get a response from a customer service representative within a minute, and have their return processed without any hassle. When you’re getting hundreds of orders a day, it’s impossible to keep track of everything in your head or in Excel.

Automating an online store with CRM: expert opinion by Yevhen Kasyanenko

The winner is the one with well-oiled processes. Automating your online store with CRM eliminates chaos, speeds up order processing, and helps you build personalized service without unnecessary costs.

“CRM is your flight control center. While your competitors are chaotically ‘putting out fires,’ you see the whole picture of the business and know exactly where to direct your efforts to increase profits,” notes Yevhen Kasyanenko, a leading expert at Kiss.software.

In this article, we will examine how CRM helps online stores grow without chaos, which processes should be automated first, and what pitfalls companies most often encounter at the start of implementation.

Automate Your Online Store with CRM Today!

Get a personalized consultation on CRM implementation — boost sales and reduce manual work.
Get a Consultation

Why does an online store need CRM and how does it automate business?

A CRM platform collects data from different points, connects departments, and eliminates routine tasks, leaving managers more time for customers. Here’s why you should implement it in your online store:

  • A single window. Orders from the website, calls, chats, and messages from messengers are combined into a single card. The manager can immediately see what the person has already viewed, what they asked about, and what stage their shipment is currently at.
  • Instant response. The order status changes with one click, and the customer receives a notification almost immediately — without switching between a dozen services.
  • Personalized offers. The history of purchases and viewed items tells the system when to offer an accessory or a discount for a repeat purchase.
  • Automatic tasks. Reminders about abandoned shopping carts, promotional mailings, and the generation of invoices and delivery notes are triggered according to a script, without human intervention.
  • Live connection to the warehouse. Stock levels are synchronized in real time—the buyer will not be able to order something that is no longer available, and the buyer will see in time that a popular item is running out.
  • Transparent analytics. The dashboard shows which channels bring in more orders, how much it costs to attract a customer, and where conversion is lost. Managers make decisions based on numbers, not intuition.
  • Integration with payment and delivery. CRM generates the payment, prints the label for the courier service, and automatically sends the tracking number to the buyer, reducing manual errors and delays.

 

“CRM turns separate processes into one system, speeding up the team’s work and making the buyer feel like the store runs like clockwork,” our expert points out.

What online store processes can be automated with CRM?

As we mentioned, online retailers are seeing more orders, more data, and higher customer expectations for personalized service every day. It is no longer realistic to handle this manually. This is where CRM comes in. It connects sales, marketing, warehousing, and delivery, takes care of routine tasks, and minimizes errors. As a result, the team spends less time on operations and more time on growing the store and making a profit.

Next, we will discuss all these processes and the online store automation system in more detail.

Order acceptance and customer registration

Every order is automatically entered into the system. CRM creates a customer card, records every interaction, and sends a purchase confirmation. The manager doesn’t lose a single lead, and the customer receives quick feedback.

Sales and customer base management

CRM collects the entire history of orders, views, and correspondence in one card — managers don’t need to search through emails and spreadsheets to remember what the customer bought last time. For example:

  • Abandoned carts. If a visitor leaves without completing a purchase, the system will remind them with an email or push notification. On average, this recovers up to 15% of lost orders.
  • Personalized offers. On their birthday or anniversary of their purchase, customers receive a personalized coupon, which increases loyalty and significantly increases the average check.
  • Dynamic recommendations. Analyzing behavior on the website helps to offer products that are really interesting to the person, thereby speeding up the purchase decision.

This approach turns one-time buyers into regular customers, increasing turnover without increasing the advertising budget.

Marketing automation

CRM divides the database by interests. An email, SMS, or push campaign is launched for each group. The system allows you to track the opening of emails and automatically strengthens advertising where the customer clicks more often.

Warehouse control and logistics

CRM synchronizes with inventory levels. When a product is out of stock, a notification is sent. When a customer places an order, the data is immediately transferred to the delivery service. No confusion or delays.

Document flow automation

Invoices, reports, and delivery notes are generated from a template in two clicks. The manager selects the order, and the fields are filled in automatically with details from the database. The signed PDF is immediately sent to the customer, and a copy is placed in the transaction card and in the cloud archive. Manual input is reduced to zero, along with typos, delays, and unnecessary accounting questions.

Analytics and reporting

CRM collects metrics in the background: number of orders, conversion from visitor to buyer, average check, return rate. The graphs on the dashboard show which products are selling well and which are just taking up space in the warehouse. All a manager needs to do is open the report to decide in five minutes what to advertise, where to raise prices, and what to remove from the assortment.

“A CRM system saves time, reduces errors, and makes your store faster, more accurate, and more convenient. While your competitors are manually entering orders and losing leads, you are already sending out repeat mailings and collecting analytics in a couple of clicks. That’s what automation means for an online store,” notes Yevhen Kasyanenko.

CRM That Works for You

Automate essential processes — from orders to repeat sales. Submit a request to see how CRM can improve your business efficiency.
CRM Automation Get a Consultation

What mistakes can be made when implementing CRM in an online store?

Implementing CRM is not just about purchasing a license and installing it. It involves deep process configuration. But many companies get burned at the start, losing money, customers, and time. Here are the most common stumbling blocks:

  • No strategy. CRM is not a notebook for orders, but a tool for growth. If you don’t understand in advance which processes you want to automate, the system will simply hang around as dead weight.
  • Team resistance. Managers continue to work the old way because no one has explained why CRM is needed and how it saves them time. Without training and employee involvement, there will be no effect.
  • The system is not suitable for e-commerce. Not every CRM can work with an online store. It is important to have integration with the website, warehouse, payment systems, logistics, and advertising.
  • No integrations. CRM in isolation is just a customer database. Without connectivity to other services, you lose the value of automation. That means you lose money.
  • No testing before launch. If you don’t test the system before launch, be prepared for surprises: lost orders, broken analytics, dissatisfied customers.

From experience, the best recipe for implementation is a pilot on a small sample, strict feedback, and refinement until the team fully accepts it. That way, CRM starts bringing in money, not problems.

How to choose a CRM for an online store?

When choosing a CRM, focus on tasks rather than marketing promises. Not every “functional” system solves your real problems. It is better to go through the key points right away:

  • Integration with your platform. The system should be able to “get along” with WooCommerce, Shopify, 1C-Bitrix, OpenCart, and other engines without unnecessary code. The less manual work, the better.
  • Flexibility and scalability. A good CRM scales horizontally and does not force you to buy expensive modules for every thousand new customers.
  • Marketing automation. Look for built-in segmentation, trigger emails, abandoned cart reminders, and retargeting. These features immediately save your advertising budget.
  • Ready-made integration with logistics and payment. The fewer fields people fill in manually, the fewer errors and returns.
  • Simple interface. If a manager needs five clicks to find an order, they will go back to Excel. CRM should be understandable within an hour of training.
  • Mobile app. A manager should be able to open their phone and see a sales summary while driving to a meeting or checking the warehouse.

Yevhen Kasyanenko highlights several popular solutions for e-commerce:

  • Bitrix24. Deep integrations, warehouse, telephony — a good choice for large stores.
  • AmoCRM. Can be launched in a day, ideal for small and medium-sized businesses, especially if you communicate with customers via messengers.
  • RetailCRM. Specifically for online commerce: ready-made modules for marketplaces and delivery services.

 

“Choose a CRM that meets your needs today and won’t become too limited tomorrow. The right choice will save you an hour of time per shift and bring tangible sales growth in just a few months,” says our expert.

Why should you trust automation to professionals?

Implementing an online store automation system is not just a matter of installation, but rather a complex configuration. This includes aspects such as:

  • process analysis and platform selection;
  • integration configuration: website, warehouse, payment, delivery;
  • team training and launch of automated workflows.

If you do it yourself, you can make mistakes and lose data. At KISS Software, we cover the entire cycle, from diagnostics to technical support. The client receives a working automation system for their online store, not just a set of buttons.

Advantages of working with us:

  • CRM tailored to your tasks, not the other way around. We don’t impose templates, but understand your business and customize the system for it: funnels, statuses, roles, automation.
  • We integrate the necessary elements. Website, warehouse, payment, delivery — everything is synchronized, no manual fuss.
  • Less routine, more sales. We automate documents, notifications, and marketing so that you can get more done and your team doesn’t get bogged down in details.
  • We train your team and don’t disappear. Our support is always there, even after implementation.

With us, CRM really works—without unnecessary complications, but with real benefits for your business.

Conclusion

Automating online store processes through CRM is an effective business tool that directly affects profits. The system helps you avoid losing orders, sell more with the same resources, and understand exactly what works and what doesn’t.

It is important not just to “install CRM,” but to integrate it into your business as a living element: configure it for your processes, connect it to your platform, warehouse, logistics, and payment systems, and be sure to train your team to use it.

If you feel like you’re working at your limit but your results aren’t growing, you’ve probably hit a process bottleneck. At KISS Software, we don’t just set up CRM, we adapt it to your store, business logic, and goals. So that automation really saves you energy and gets results.

Ready to find out how much money you are losing without automation and where you can grow faster?

 Leave a request, and we will offer the best solution for your business.
Get a Consultation

Add your comment

Your email address will not be published. Required fields are marked *

Chat with manager