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.
Currently completely FREE while in Beta! (Will transition to a paid plan once out of beta.)
Setup & Installation
Find the “CRM by Monto” app in the app store and click Install.
In the Monto app, go to the CRM app. Here you can view all of your past customers and leads from abandoned carts (if subscribed). In their profile, you can see their history with your store including past orders, reviews, carts, subscriptions, and more.
In the Segments tab, you can slice and dice your contact list using a ton of filters such as lifetime value, order date, review score, abandoned cart status, subscription status, and more!
Create tasks assigned to team members to follow up with specific customers. Easily see all tasks in a list or calendar view for easy time management.
Common Questions
How do I export my list segments to another application?
Once you’ve generated your segment in Monto, you can click the “Export” button which will download a CSV file. You can then use this CSV and upload it to any application you’d like. Zapier and other integrations coming soon.
Pricing
Currently completely FREE while in Beta! (Will transition to a paid plan once out of beta.)
Features
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!