E-commerce blueprint

Customers, orders and follow-ups beyond the cart.

Online retailers who need a real customer record behind the storefront. The Retail blueprint adds the catalogue, the orders and the receiving side that a store platform leaves out.

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Sound familiar?

01

Customers are just order numbers

With no unified profile there is no way to see who your best buyers actually are.

02

Wholesale handled in inboxes

B2B and bulk enquiries quoted by email with no pipeline behind them.

03

Stock kept in two places

Store stock and warehouse stock disagree, and overselling follows.

The E-commerce blueprint

What installs when you pick E-commerce.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Customer Pipeline

  1. 1New Lead
  2. 2Contacted
  3. 3Quote / Proposal
  4. 4Order Placed
  5. 5Fulfilled

Custom fields on top of the standard ones

FieldType
Purchase Channeldropdown
SKU of Interesttext
Pricing Tierdropdown
Default Warehousetext
Loyalty Memberyes/no
Credit Limitcurrency

Records it adds extra record types beside contacts, deals and jobs

  • Products Catalog
  • Orders
  • Purchase Orders / Receiving
  • Customer Loyalty / Returns

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Retail blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Retail blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Retail Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Retail blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Retail Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Retail blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Retail Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how online stores actually work.

  • Product catalogue, orders and customer profiles in one directory
  • A wholesale quoting pipeline running beside your retail flow
  • Multi-warehouse stock with bin locations and purchase orders
  • Review invitations and win-back campaigns built in

Blueprints stack. Run E-commerce alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Manufacturing13 stages · RFQ/Enquiry Received → Closed Sales teams6 stages · New Lead → Closed Won General business4 stages · New → Proposal

See all 25 blueprints →

Your e-commerce workspace, live in about two minutes.

Choose E-commerce when you sign up and start the 21-day free trial. No card needed to look around.

Start 21-day free trial Book a guided demo