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Built Into the Commerce Platform. Not Bolted On.
Most e-commerce CRMs are third-party tools that sync data from your store. UltraCart's CRM lives inside the platform — so every interaction starts with full context.
When a Customer Chats
Your agent or AI sees recent orders, open shipments, subscription status, loyalty tier, and browsing behavior — before they type a word.
When a Customer Calls
The phone system identifies them, surfaces their full profile, LTV, and payment history — and enables mid-call PCI-compliant payments.
When AI Handles It
AI agents look up orders, check subscriptions, process changes, and recommend products — from the same real-time data your human agents use.
Everything Your Team Needs
Phone System
Cloud phone with customer context on every call. PCI-compliant payments mid-call. Voicemail, recording, queues, IVR.
Explore AI Agents
Chat, phone, coaching, and ticket drafting — AI that knows your customers across every channel.
Explore Conversations
WebChat and SMS in one inbox. Canned responses, queue routing, engagement triggers, sentiment analysis.
Explore Customer Intelligence
Deep profiles with order history, LTV, loyalty, activity timelines, and session recording. The data powering every channel.
Explore Order Entry
Create and manage orders directly from the CRM. Apply coupons, process payments, and manage shipping — without leaving the customer view.
Point of Sale
In-person selling with Stripe Terminal card readers, barcode scanning, and the same customer profiles and inventory as your online store.
AI Woven Into Every Channel
AI isn't a separate tool you bolt onto your support stack. In UltraCart's CRM, AI reads the same customer data, uses the same commerce APIs, and writes back to the same customer timeline as your human agents.
- Chat agents — handle WebChat and SMS conversations with full order and subscription access, 24/7
- Phone agents — answer overflow calls, take orders, and process PCI-compliant payments by voice
- AI coaching — sits alongside human agents during live calls, suggesting products and surfacing customer data in real time
- Ticket drafting — monitors Zoho Desk tickets and drafts responses grounded in real store data for human review
- Shared context — every AI interaction logs back to the customer profile, so the next human or AI agent picks up right where it left off
One Conversations Engine for Every Channel
Phone calls, WebChat, SMS, and AI conversations all flow through the same system. Your agents work from a single inbox with unified routing, shared queues, and consistent customer context — regardless of how the customer reached you.
- Unified inbox — every conversation type in one workspace, no app switching
- Shared queues and routing — sales, support, and checkout help queues work across all channels
- Cross-channel history — an agent on a phone call sees past chats, an AI agent sees past phone notes
- Proactive engagements — trigger conversations based on browsing behavior, cart value, or referral source
- Sentiment and archives — automated sentiment scoring and full searchable history across every channel
Customer Intelligence That Powers Everything
Every interaction, every purchase, and every visit builds a customer profile that feeds every other part of the CRM automatically. No CSV imports. No batch syncing. No data maintenance.
- Commerce data — orders, subscriptions, LTV, payment methods, and return history
- Engagement data — conversation history, email metrics, browsing behavior, and checkout activity
- Visual activity timelines — color-coded charts showing marketing, engagement, and revenue over time
- Session recording — watch what customers actually do on your storefront with advanced filtering
- One-click actions — start an SMS, initiate a call, or jump into a conversation directly from any customer profile
Backend Order Entry — Built Right In
Create and manage orders without leaving the CRM. Whether you're processing a phone order, building a custom quote, or reordering for a repeat customer — the full cart builder, payment processing, and shipping calculation are all here.
- Full cart builder — search items, apply coupons, gift certificates, and pricing tiers
- Customer address book — saved billing and shipping addresses auto-populate
- Multiple payment methods — credit card, stored cards, purchase orders, PayPal, Venmo, and eCheck
- Order templates — save and reuse common orders for repeat customers
- Quick picks — favorite items for fast reordering
- Quotes — create quotes that convert to orders when the customer is ready
Point of Sale — Same Platform, In Person
Sell in person using the same commerce platform, customer profiles, and inventory as your online store. No separate POS system with its own data silo — everything is unified from the start.
- Stripe Terminal integration — card-present transactions with supported card readers
- Barcode scanning — scan items into the cart for fast in-person checkout
- Location and register management — configure multiple store locations with register assignments
- Same customer profiles — loyalty, order history, and stored cards available at the register
- Unified inventory — online and in-store sales draw from the same stock
- Receipt printing — server-rendered receipts with your branding
What Your Agents See on Every Interaction
Whether it's a phone call, webchat, SMS, or AI conversation — your team has the full picture.
- Customer name, LTV, and order count — immediate context on who you're talking to
- Recent orders with status — shipped, delivered, or in transit
- Active subscriptions — next billing date, items, frequency
- Payment methods on file — stored cards ready for secure transactions
- Loyalty tier and history — reward points, cashback, and engagement level
One Platform vs. a Stitched-Together Stack
The Typical Stack
- An e-commerce platform (store)
- A helpdesk tool (support)
- A cloud phone provider (phone)
- A generic AI chatbot (AI)
- An SMS marketing tool (messaging)
- A separate POS system (in-store)
- Middleware to glue it all together
Data syncs on delay. Context gets lost. Agents tab-switch constantly.
UltraCart CRM
- Phone system with customer context
- WebChat + SMS in one inbox
- AI agents across chat, phone, and tickets
- Customer profiles, orders, LTV, loyalty
- PCI payments on phone, chat, and in-person
- Order entry, POS, and backend all native
One platform. Real-time data. Every channel.
Ready to See It in Action?
Start your free trial and see what it's like when your CRM actually knows your customers.
Ready to Launch Your Online Store? It's Easier Than You Think!
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Clear Pricing
Transparent pricing that grows with your business—no hidden fees, just the tools you need to succeed.
Pricing and PlansDedicated Support
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