Split CRM for retail and trade feature system

Feature

Split CRM for retail and trade

Retail interest and wholesale interest look similar at the form edge but need different ownership after that. Mixing them creates irrelevant email, missed trade follow-up, and a customer record that does not explain the relationship.

Interactive demo

Route one enquiry to the right relationship

Choose the customer intent to see which relationship workflow receives the context.

  1. CurrentRetail
  2. NextTrade

Current state

Retail

Consent and customer interest enter the retail email journey.

Outcome

One storefront can support two relationships without mixing them.

How it works

  1. The storefront records whether the person is shopping for themselves or for a business.
  2. Consent and the relevant customer context travel with the submission.
  3. Retail interest enters the brand's customer email journey.
  4. Trade interest enters the wholesale relationship workflow with its business context intact.
  5. A change in relationship can be routed deliberately without subscribing someone to the wrong communication.

What becomes easier for your team

  • Sorting retail and wholesale enquiries from one inbox.
  • Sending consumer campaigns to a trade lead.
  • Copying business context between customer systems.
  • Guessing which team owns the next reply.

What we connect

Storefront forms, consent, customer identity, retail email, wholesale relationship records, and internal ownership rules share a clear routing decision.

Good for

Brands that sell direct and also work with stockists, designers, press, or wholesale buyers from the same storefront.

Get it on your store

Available through a Systems Build. Tell us which audiences enter through the store and who owns each relationship. We will map the route before connecting the systems. Tell us about the store.

Built for

Retail and trade customer routing demonstration for a leather goods store
Built for
A leather goods brand

Separate retail and trade customer journeys

Retail email and wholesale relationship work are routed from the same storefront without presenting one audience as the other.

More features shipped on our stores