Skip over navigation

Let B2B Relationships Run Deep With Commerce-Native CRM

Experience the difference when CRM and eCommerce run side by side as every interaction, order, and account is tracked in one unified system.
See It in Action
Product Solutions Customers
diversiTech
partbase
gvl
Petra-Logo_Primary-1
mth_retail_group_holding_gmbh_logo
gala

See What Changes When CRM and Commerce Are Integrated

See What Changes When CRM and Commerce Are Integrated

Watch how a single platform for CRM and eCommerce simplifies daily work across your B2B teams.

Watch Video

Why Choose an Integrated
OroCommerce CRM?

  1. Keep Sales Activities Organized

    • Every Touchpoint Tracked
      Log calls, meetings, emails, and tasks by account and contact, so you always know who did what, and when.
    • Built-in Follow-ups
      Launch as many branded sites, portals, or storefronts as you need, at no additional cost. Each can run unique catalogs, pricing, workflows, and branding, all managed from one dashboard.
    • Built-in Follow-ups
      Reps can attach follow-up reminders to any account activity, ensuring every quote request, callback, or customer question gets a timely response.
    • Custom Pipelines
      Set up sales processes for different teams, regions, or products, and track progress from lead to close.

  2. Give Teams Instant Access to Customer Insights

    • 360° Account View:
      Track every email, quote, order, and support case for a customer. Everything shows up on their account timeline, always up to date for your team.
    • Order and Quote History:
      Instantly access purchase records, open quotes, and active orders tied to each account.
    • ERP and Commerce Data Synced:
      Pricing, inventory, invoices, and transactions stay aligned with your ERP and eCommerce platform.

  3. Simplify Operations with One System to Manage

    • Fewer Moving Parts:
      CRM, commerce, and ERP data live in one platform – no syncing between tools or reconciling double entries.
    • Lower Cost to Maintain:
      Cut out the extra software licenses, connectors, and support contracts.
    • Adapt as You Grow:
      Built for multi-org, multi-language, and multi-currency needs without bolt-on modules.
Why Choose an Integrated OroCommerce CRM

  1. Automate Complex Workflows

    • Visual Process Builder
      Easily design and automate sales, service, and onboarding workflows with a drag-and-drop tool. Customize each step to fit your business processes.
    • Faster Approvals
      Quotes, orders, and service requests are automatically routed to the right person for sign-off, with instant notifications so nothing gets stuck waiting for attention.
    • Consistent Execution
      Ensure every team and region follows your best practices. Workflows enforce required steps and keep processes audit-ready.

  2. Empower Your Customers

    • Customer Portal:
      Make it easy for customers to check orders, download invoices, and track shipments directly from their account whenever it suits them.
    • Reduced Back-and-Forth:
      Routine questions like “What’s my order status?” or “Where’s my invoice?”, are answered instantly in the portal.
    • Self-Service, Their Way:
      Each customer gets a view tailored to their account, with permissions and visibility you control.

  3. Make Data-Driven Decisions

    • Sales Performance at a Glance:
      Monitor pipeline, revenue, and activity by rep, team, or region.
    • Customer Health Signals:
      Spot declining engagement or missed follow-ups before accounts go cold.
    • Granular Reporting:
      Role-based views for managers, reps, finance, and beyond.
Why Choose an Integrated OroCommerce CRM 2

How DiversiTech Benefits from Unified Commerce and Customer Management

When DiversiTech, North America’s largest HVAC components manufacturer and distributor, set out to modernize its operations, fragmented systems stood in the way of growth. Managing orders, customer data, and fulfillment across multiple ERPs and disconnected tools made it difficult to provide fast answers or consistent service.

With OroCommerce, DiversiTech brought commerce, customer management, and account workflows into one integrated platform, replacing Salesforce CRM and eliminating extra licensing costs. Now, customers handle orders, tracking, and documents on their own, while internal teams get real-time order updates and full account visibility.

"Whenever we launch a new brand or sub-site, the question isn’t ‘Why use Oro?’—it’s ‘Why not?’ And we’ve never found a reason not to."
 Hilda Fontana, CIO
diversiTech

Not Ready to Switch Your CRM?

Not every business is ready to change CRM systems, and that’s fine. OroCommerce connects with Salesforce, Microsoft Dynamics, or any CRM you prefer using our open APIs and connectors. Your team keeps the tools they know, while your data stays connected and up to date.

Learn more
Back to top