Customer work, connected.

Help & supportMyAccount
Pixie CRM
Start free trial

Pixie CRM for digital product sellers, online service businesses and subscription storefronts

CRM for Digital Commerce

A successful online transaction still leaves work to do: answering questions, coordinating access and resolving billing or delivery issues. Pixie connects the customer record with digital-product administration, payments and support, so the team handling a query can understand the purchase and the next action.

Discuss your workflow Explore relevant modules ↓
Digital Commerce · A connected workflow

Keep the customer relationship connected after checkout.

Illustrative process · configured around your team

  1. 01Capture the context
  2. 02Confirm the handover
  3. 03Resolve exceptions
  4. 04Build the relationship
Customer contextClear responsibilityUseful next actions

How Pixie fits your business

Keep the customer relationship connected after checkout.

Customers become frustrated when support cannot find the purchase or when payment and access information disagree. A defined connection between commerce systems and customer service makes exceptions easier to investigate.

For digital product sellers, online service businesses and subscription storefronts, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.

A practical starting point

Walk through one real example from capture the context to build the relationship. Use your own documents and handovers to decide which fields, roles and modules the first release needs.

The work, step by step

A shared thread from enquiry to the next conversation.

Give each stage a clear owner and an agreed handover. These are example steps for digital commerce; the final process should reflect your service model and the systems you already use.

  1. 01

    Capture the context

    Connect the customer enquiry or purchase reference to the relationship.

  2. 02

    Confirm the handover

    Check which system owns payment confirmation, product access and fulfilment.

  3. 03

    Resolve exceptions

    Assign failed-access, invoice or product questions to a named owner.

  4. 04

    Build the relationship

    Keep approved follow-up and relevant service history with the customer.

Build around the work you do

Relevant modules for digital commerce.

Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.

Across the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.

A considered rollout

Make the first release useful to the people doing the work.

Confirm storefront, entitlement, refund and tax responsibilities. Product access and payment settlement depend on the agreed integration and provider configuration, rather than a page label.

Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.

  1. Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
  2. Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
  3. Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
  4. Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.

Use the CRM implementation guide and migration checklist to prepare the first discussion.

Specialist workflows to explore

These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.

Useful answers

Questions from digital commerce teams.

Use these answers to shape the conversation about your proposed configuration.

Can we connect an existing online store?

Review the relevant commerce integration and the data your store exposes. Agree customer matching, order references and exception handling before connecting live transactions to CRM service workflows.

Which modules should our team start with?

Start with the relationship record and the most important handover in your digital commerce process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.

How do we connect the systems we already use?

List the systems involved in capture the context and build the relationship. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.

How can we review pricing and implementation scope?

Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.

Let’s map your next better working day.

Bring one real digital commerce customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.

Discuss your industry workflow Try Pixie free for 14 days →

Find modules, practical guidance and support.

Press Esc to close.Browse every page