CRM

Customer Relation Management

Turn buyers into loyalists with commerce‑aware CRM

What it does and who it's for

Geins CRM is for growth and CRM teams running segmented campaigns, B2B teams managing accounts and buyers, and developers integrating ESPs and analytics.

Customers can belong to groups that drive price lists, promotions, and content. For B2B, accounts include multiple buyers with shared defaults and VAT handling. Customer data links to carts and orders, powering lifecycle actions and truly personalized experiences.

Key capabilities

Customer groups & segmentation

Drive pricing, promotions, and content targeting

B2B accounts & buyers

Multiple buyers per account; defaults and VAT handling

Security & privacy

Authentication, anonymization, and blacklisting

Customer balance

Track balances and transactions for applicable flows

What you can build

With clean segmentation and account structures, you can deliver tailored prices, promotions, and content per customer group, run B2B portals with multi‑buyer access, and automate lifecycle campaigns driven by carts, orders, and CRM attributes. Self‑service profiles help users manage details and GDPR requests, while optional credit/balance views support specific business flows.

Segmented experiences
Prices, promotions, and content tailored by customer group.
B2B portals
Multi‑buyer accounts with shared settings.
Lifecycle campaigns
Trigger campaigns from carts, orders, and CRM attributes.
Self‑service profile & privacy
Profiles, addresses, and GDPR anonymization tools for customers.
Credit & balance views
Credit/balance views where applicable

How it works in Geins

Create customers via API or imports and manage attributes in Geins Studio. Assign groups that connect to price lists and promotions. For wholesale, create accounts and add buyers with shared defaults and VAT handling—so logged‑in pricing and eligibility stay consistent across the stack.

Create & import customers
Use APIs or imports to create customers; manage attributes centrally.
Assign groups & eligibility
Tie groups to price lists and promotions for consistent targeting.
B2B accounts & buyers
Add buyers under accounts with shared defaults and VAT handling.
Connected carts & orders
Link customer data to carts and orders to power lifecycle actions.

Integrations

Geins CRM integrates with your engagement and data platforms so profiles stay unified and actions stay timely. Connect ESP/marketing automation for campaigns, feed CRM/CDP for single‑customer views, and synchronize via Merchant and Management APIs.

  • ESP/marketing automation for campaigns
  • CRM and CDP for unified profiles
  • Merchant/Management APIs for synchronization

Real-world outcomes

Teams run more effective campaigns with clean segments, keep pricing and promotions consistent for logged‑in users, and streamline B2B purchasing with buyer accounts, all while reducing one‑off logic and manual work.

More effective campaigns
Segment cleanly.
Consistent pricing & promos
Keep eligibility and math aligned across logged‑in experiences.
Streamlined B2B buying
Use buyer accounts to simplify purchasing.

Get started

Define groups

Define customer groups aligned to pricing and campaigns.

Import or create customers

Import customers or create via API; attach to groups.

Configure eligibility

Configure price lists and promotion eligibility by group.

Add B2B accounts

For B2B, create accounts and add buyers.

Best practices

Build durable segments and protect privacy while keeping experiences consistent.

Keep groups simple
Favor stable, interpretable segments that map cleanly to pricing and campaigns.
Connect events to offers
Drive promotions and price changes from relevant CRM and order events.
Respect privacy
Provide clear anonymization workflows and limit sensitive data sharing.

FAQs

Build relationships that drive revenue

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