Monto CRM

A better way to slice, dice, learn about, and engage with your customers. See customer info, carts, orders, reviews, lifetime value, and more at a glance. Want to know your biggest spenders? The ones who abandon carts the most often or the ones who ordered from you last Christmas? Use advanced filtering to create and maintain a segment over time.

• Build precise segments important to your business

• See your business in a customer-focused way

• Task projects to individual team members

• Add notes to customer profiles and orders to never lose important information

• See a log of all activities a customer has taken

See your business in a customer-focused way

Stop seeing just a list of orders and start seeing a list of customers. Get a complete view on each customer and crucial information about them on a single profile.

Build precise segments important to your business

Want to know your biggest spenders? The ones who abandon carts the most often or the ones that ordered from you last Christmas? Use advanced filtering to create and maintain a segment over time. With Monto, you can segment by orders, lifetime value, dates, reviews, abandoned carts, affiliates, and more!

Create & assign tasks to your team

Easily create tasks for your team members and connect it directly to customer profiles. Assign due dates to ensure important responsibilities are carried out and you don't lose another lead again!

Keep a log of customer activities

We make it easy to see what your customers are doing on your site. Every interaction that your customers have with one of our apps on your site is recorded in an activites log on their profile. See what is driving customer behavior and use it to build your business!