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Kanban CRM for E-commerce: An $8,000 Cart is Not an Email Campaign

Automatic recovery serves volume. The few high-value opportunities that pass through the store each month need a conversation.

Our Clients Companies that trust the operation

+180k

Messages and media exchanged every day

+1,200

Companies that trust our solutions

+40k

Automations built on our platform

O que é CRM Kanban para E-commerce

The Kanban CRM for E-commerce by Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of online stores. With a solution developed for the e-commerce sector, your team automates post-sale service and cart recovery, focusing on what really matters: selling online.

E-commerce companies face unique challenges in communication and customer relationship management. The complete Nexloo service platform addresses these challenges with accessible technology, quick setup, and proven results from hundreds of online stores across Brazil.

Results

Benefícios do CRM Kanban para E-commerce

What changes in the store when high-value opportunities leave the automatic pipeline.

3x

Increased productivity in the e-commerce sector

Kanban CRM for E-commerce eliminates repetitive manual tasks and allows your team to focus on selling online efficiently.

80%

Reduced response time

Serve online stores instantly at any time, leaving no message unanswered.

24/7

Full availability for online stores

E-commerce customers receive immediate responses even outside business hours.

45%

Increased customer satisfaction

Quickly resolve questions and demands from online stores, enhancing the customer experience.

Features

Funcionalidades do CRM Kanban para E-commerce

Recursos projetados para transformar o atendimento no segmento de e-commerce.

Visual drag-and-drop pipeline

Move negotiations between funnel stages with intuitive drag-and-drop and see progress instantly.

Funnel stage automation

Automatic rules move leads between columns based on actions, elapsed time, or scoring.

Enriched cards with history

Each card displays contact information, conversation history, and pending next actions.

Multiple customizable pipelines

Create separate funnels for different products, teams, or processes with custom stages.

Visual pipeline with drag-and-drop

Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.

Automatic activity logging

All interactions via chat, email, and phone are automatically logged in the contact history.

Funnel that arises from the conversation

The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.

Drag to change stage

Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.

Multiple funnels, one for each process

New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.

Custom fields by business

Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.

Task with a date on each card

Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.

Responsible for the card, not the queue

Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.

Reason for loss is mandatory

A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.

Automation by stage change

Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.

Forecast for closing by stage.

Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.

Comece a usar CRM Kanban para E-commerce

Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.

Segments

Para quem é o CRM Kanban para E-commerce

The e-commerce operation formats that earn the most with a kanban funnel.

lojas virtuais de pequeno porte

Equipes de 2-10 pessoas

Lack of organization in post-sale service and cart recovery leads to lost opportunities and daily rework.

lojas virtuais em crescimento

Equipes de 10-50 pessoas

Increasing demand volume exceeds the team's capacity to sell online with quality.

lojas virtuais com múltiplas unidades

Operações com 3+ locais

Standardizing service across branches and maintaining uniform quality is challenging without centralization.

Consultative sales with a long cycle

Starting from 3 users

They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.

High volume lead operations

Starting from 3 users

They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.

Post-sales, renewal, and expansion

Starting from 3 users

They need a funnel separate from new sales, with its own stages and renewal timelines.

Professional services with a proposal

Starting from 3 users

They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.

Health and aesthetics with treatment plan

Starting from 3 users

They present budgets that are rarely approved on the spot and need to resume the conversation days later.

Real estate, vehicles, and high-value goods

Starting from 3 users

They work on few high-value opportunities, where losing track of one is costly.

Education and enrollments

Starting from 3 users

They have a concentrated season and need to know how many enrollments are at each stage before the window closes.

Billing and debt recovery

Starting from 3 users

Leads agreements with stages and deadlines that need to be monitored by time, not by memory.

Recruitment and selection processes

Starting from 3 users

They move candidates through stages of a process and need to see where each position got stuck.

What sets us apart

Por que escolher Nexloo para E-commerce

What's included in the plan for online stores.

  1. Natively integrated WhatsApp CRM

    Unlike generic CRMs, Nexloo's Kanban was built for messaging conversations from the ground up.

  2. Simple automation

    Visual automation rules that anyone can set up, without complex flows or coding.

  3. Instant pipeline visualization

    See in seconds where each negotiation stands, which need action, and which are stalled.

  4. Centralized data in each card

    All lead information, history, and next steps in one accessible place.

Ecosystem

Integrations that simply work.

Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it

Where the conversation flows to

  • Parceiro OficialMeta
  • Zapier
  • HubSpot
  • Salesforce
  • RD Station
  • Pipedrive
  • API REST

Where the lead comes from, and where the team works after

  • Mais pedidaMeta Ads
  • Google Ads
  • Meta Lead Forms
  • Google Sheets
  • Google Calendar
  • Shopify
  • Slack

What's changing

Eight Thousand Cart is not an email campaign.

Automatic recovery serves the volume. The few high-value opportunities that pass through the store each month need a conversation, and they get lost in the automation.

The operation, compared

Scenario
  • High-value carts turning into business — today12%
  • High-value carts turning into business — with the CRM74%+62 p.p.
  • B2B customers without follow-up — today46%
  • B2B customers without follow-up — with the CRM8%−38 p.p.

Illustrative scenario, not customer measurements. The percentages are meant to compare the two ways of working and vary according to each company's process. The example considers an online store with a mix of retail and high-value purchases.

In practice

How the store separates the topics worth discussing

The rule is based on value and frequency. What exceeds it leaves the automatic flow and enters a funnel with people on the other side.

  1. The value defines the path

    Cart above the limit you set creates a card instead of entering the automatic flow.

  2. The contact becomes a negotiation

    Wholesale condition, deadline, and shipping are included as fields of the deal.

  3. Re-purchases have their own funnel

    Clients who purchase every month enter a recurring schedule, with the expected date of the next.

  4. The result goes back to the scale.

    What worked in the conversation becomes the argument for the automatic campaign of the following month.

FAQ

Before separating the valuable conversations.

The most common questions about integration with the store, value rules, and repurchase funnel.

How does the Kanban CRM for E-commerce work in practice?

The Kanban CRM for E-commerce by Nexloo was specifically developed to meet the needs of the e-commerce sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for online stores. In practice, online stores can set up the tool in minutes, connecting their service channels and customizing flows for post-sale service and cart recovery. The system learns from interactions and becomes more efficient over time, allowing your team to focus on selling online instead of repetitive operational tasks.

Does the Kanban CRM for E-commerce have a free plan for online stores?

Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for E-commerce for online stores. E-commerce professionals can set up the system, connect preferred channels, and test with real post-sale service and cart recovery demands without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports online stores throughout the evaluation period, ensuring full utilization of the available resources for the sector.

How do I connect the Kanban CRM for E-commerce to the systems I already use?

Connecting the Kanban CRM for E-commerce with tools used by online stores is done without programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the e-commerce sector, as well as a RESTful API for specific integrations. E-commerce management, scheduling, financial, and marketing software can be integrated directly. For online stores with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.

How long does it take to set up the Kanban CRM for E-commerce?

The initial setup of the Kanban CRM for E-commerce for online stores takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the e-commerce sector. Advanced functionalities such as complex automations and integrations with specific online store systems can take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the e-commerce sector that significantly speed up the initial setup and reduce the learning curve.

Is the Kanban CRM for E-commerce safe for customer data in the e-commerce sector?

Absolutely. The Kanban CRM for E-commerce meets specific security requirements for online stores, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive customer data in the e-commerce sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications ensure additional protection for information processed by online stores.

What is the difference between the Kanban CRM for E-commerce and traditional CRMs?

Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for E-commerce was built for messaging in the e-commerce sector, with a visual pipeline where online stores organize negotiations by dragging cards. Direct integration with WhatsApp and channels used in the e-commerce sector eliminates manual typing, and each card already includes conversation history regarding post-sale service and cart recovery with follow-up automations to sell online.

How long until I see results using the Kanban CRM for E-commerce?

Initial results with the Kanban CRM for E-commerce are visible within the first 48 hours, especially in response speed and organization of service for online stores. Productivity metrics and reduction of manual tasks appear in the first week of active use. The impact on revenue and customer retention in the e-commerce sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.

Last step

Where is your store treats wholesale like retail

A short conversation to gauge how many high-value opportunities your store receives without anyone engaging.

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  • Set up in 5 minutes
  • Cancel whenever you like

Request your free assessment

No commitment. One conversation to map where your operation is losing sales.

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