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Customer Relationship Management preview
Customer operations platformCRM Hub

Customer Relationship Management

Customer Relationship Management (CRM Hub) is a centralized customer-operations workspace connected to Shopify and OMS data. It helps teams maintain customer records, move opportunities through a structured sales pipeline, coordinate conversations, configure WhatsApp chatbot flows, and run automated email journeys from one system.

Case study

From real problem to usable system.

See why this system matters, how Arghafy shapes delivery, and what clients can expect.

Business problem

Commerce teams often have customer data in marketplace orders, Shopify, spreadsheets, WhatsApp conversations, and individual sales notes. Without one customer workspace, sales opportunities are hard to follow, service context is fragmented, and marketing automation cannot reliably use the same customer information.

Arghafy solution

Arghafy shaped CRM Hub as the customer-operations layer connected to OMS and Shopify. Customer records are synchronized into a central list, opportunities move through a visible deal pipeline, teams coordinate incoming conversations, and WhatsApp or email automation can act on the same customer context.

Timeline estimate

8-14 weeks for a production-ready rollout, depending on OMS and Shopify integration, customer-data migration, pipeline rules, WhatsApp provider setup, and email automation scope.

Best fit customer

Retail brands, distributors, service companies, and commerce teams that need customer data, sales follow-up, and communication automation in one connected workspace.

Tech stack

ReactTypeScriptNestJSPostgreSQLShopify and OMS integrationWhatsApp and email APIs

Delivery scope

Customer database
Deal pipeline
Shared inbox
WhatsApp chatbot workflow
Email automation journeys
Integration, access control, and deployment

Project focus

Built around the workflow that matters.

Customer records synchronized from Shopify and OMS
Search, status filtering, source visibility, and customer profile management
Lead-to-closing deal pipeline with structured sales stages
Shared inbox, WhatsApp chatbot, and email automation workflows

Metrics that matter

A system designed to make operations easier to read.

360°

Central customer operations workspace

OMS

Connected customer and commerce context

Pipeline

Structured deal stages from lead to close

2

WhatsApp and email automation channels

Customer Relationship Management — Customer operations dashboard
Customer Relationship Management — Central customer list
Customer Relationship Management — Deal pipeline

Customer operations walkthrough

One workspace from customer data to closing

CRM Hub connects customer records, commercial opportunities, and communication automation so sales and customer-service teams can work from the same operational context.

Centralized customer database

Bring customer records from Shopify and OMS into one searchable list with contact details, source information, and account status for a clearer customer view.

Lead-to-closing deal pipeline

Organize opportunities across stages such as new, contacted, qualified, proposal, and closing so sales teams can see value and next actions by stage.

Communication automation

Coordinate customer conversations through a shared inbox, build WhatsApp chatbot flows, and create automated email journeys from the same CRM environment.

Pricing options

Start with subscription or own it as a white label system.

These are estimated ranges. Final pricing depends on branding, deployment, integrations, data migration, and support.

Subscription

IDR 5-15M / month

Approx. USD 315-940 / month

For teams that want a managed CRM connected to daily customer operations, with hosting, integrations, maintenance, and operational support included.

Managed CRM access
Customer and deal workspaces
Standard WhatsApp and email automation
Maintenance, backup, and support

White label purchase

IDR 80-170M

Approx. USD 5K-10.6K

A one-time CRM implementation for companies that need custom branding, pipeline rules, communication integrations, deployment control, and source ownership.

Custom branding and workflows
Source code handover
OMS, Shopify, and messaging integration
Documentation and team training

CRM Modules

Modules inside the customer relationship platform

Each module supports the customer journey: consolidate data, track opportunities, coordinate conversations, and automate follow-up.

Customer Operations Dashboard

An operational overview for total customers, WhatsApp bots, email journeys, and the connected customer-management workspace.

Customer Database

Customer records synchronized from Shopify and OMS can be searched by name, email, or phone and filtered by active, inactive, or blocked status.

Deal Pipeline

A visual sales board organizes opportunities from new lead through contact, qualification, proposal, and closing stages, with value visibility per stage.

Shared Inbox

A centralized inbox gives customer-service and sales teams one place to review and coordinate customer conversations.

WhatsApp Chatbot

Teams can create and activate WhatsApp chatbot flows to respond to common customer needs and automate structured conversations.

Email Automation

Automated email journeys support repeatable customer communication for follow-up, lifecycle engagement, and campaign workflows.

Customer Search

Global search helps operators find customers using channel or tag context without switching between disconnected operational systems.

Settings and Integrations

Settings manage marketplace connections, user access, and the integrations required to synchronize customer and communication data.

Arghafy approach

Custom development for practical business systems.

Arghafy can build from scratch, improve existing applications, or connect websites and internal tools into one cleaner workflow.

Start a project

Meet Beebee

Bring us the messy workflow. We will turn it into a system your team can use.

Start with the problem, the people, and the outcome. We will help shape the right product around them.

Beebee, Arghafy mascot
Customer Relationship Management — CRM Hub | Arghafy