Client and company database
- Client, company and contact records with full activity history.
- Segmentation, cooperation statuses, sales activities and notes.
- Support for registration data and organizing business information.
CRM • Marketplace • Logistics • Sales • Customer service
Heritage CRM - one operational hub for sales and back office.
Heritage CRM organizes commercial and operational processes in one application. It brings together clients, offers, orders, invoices, tickets, calendar and communication with marketplace and logistics integrations, so the team works faster on the same data.
Single source of truth
Clients, sales and operations in one place.
Clients, sales and operations in one place.
Less manual work
Automation, statuses and integrations reduce chaos.
Automation, statuses and integrations reduce chaos.
Full control
Activity history, roles, workflow and process visibility.
Activity history, roles, workflow and process visibility.
Key features
Heritage CRM connects areas that in many companies are now scattered across spreadsheets, emails, messengers and several separate tools.
Sales and offers
- Lead capture, offers and sales pipeline stages.
- Control of statuses, priorities, ownership and deadlines.
- From offer to order without re-entering data.
Orders and documents
- Handling orders, commercial documents and settlements.
- Invoices, attachments, PDF/XML files and organized document flow.
- Operational statuses and a clear workflow for the team.
Tickets and task handling
- Tickets, comments, assignments, priorities and case categories.
- Activity calendar, follow-ups and planning for sales and service work.
- Linking cases to a client, order or specific process.
Telephony and communication
- Ability to integrate telephony and call handling in client context.
- Quick access to contact history and related cases.
- One workplace for sales, customer service and operations.
Roles, security and audit
- Permissions, access control and role-based visibility.
- History of changes, statuses and user actions.
- Architecture ready for further integrations and automation.
Marketplace integrations and logistics
Heritage CRM can work as a central hub for omnichannel sales: it gathers data from sales channels, organizes orders and supports logistics and post-sales service.
Allegro
- Handling offers, orders, communication and sales data synchronization.
- Work based on SKU and EAN, with control over price, stock and offer publication changes.
- Linking Allegro sales with the client, documents and internal process.
InPost
- Logistics integration for pickup points, shipments and further label automation.
- Connecting shipping operations with the order and fulfillment status.
- Better control of the process from purchase to shipment handover.
Erli, eBay, Empik
- System architecture prepared for additional marketplaces and dedicated connectors.
- Standardized import of orders, statuses, offers and communication across channels.
- A unified view of multichannel sales without manual switching between dashboards.
Operational benefits
- One workflow for sales, warehouse, customer service and administration.
- Fewer errors when moving data between marketplace, logistics and CRM.
- Faster response to orders, messages, complaints and documents.
How we implement Heritage CRM
We do not deploy an off-the-shelf tool blindly. First we map the process, then we choose modules and integrations so the system supports the team’s real work from day one.
1. AnalysisUnderstanding the process, roles, data and main bottlenecks.
2. DesignSelection of modules, workflow, permissions and required integrations.
3. ImplementationConfiguration, data import, testing and production launch.
4. GrowthAutomation, additional integrations and further process scaling.
Let us discuss Heritage CRM
If you want to organize sales, customer service, documents and marketplace integrations, we will prepare the implementation scope and recommend next steps.