CRM for agencies serving e-commerce businesses

How can you qualify an online store as a customer?

The e-commerce manager usually monitors margin, product availability, logistics and acquisition costs at the same time. An expanding private label may need different services than an established multi-brand store. Before offering campaigns or creation, the agency must understand the catalogue, the channels used, the people who approve changes and the service actually needed. The size of the store alone does not define whether the partnership will be suitable.

How can you make the first conversation on WhatsApp?

Select companies that are compatible with what the team can deliver and provide a specific reason for contacting them. ZenitProspect conversation management and outbound messaging are available depending on access and module settings. When you identify interest, register sales information and schedule a conversation to learn about the store's operations. The team must take care of responses and respect requests to stop messages, without assuming that every interaction represents purchase intent. Sales management supports this monitoring: as of November 3, 2026, the platform had accumulated 2,000+ sales, with no guarantee of performance for a specific store or agency.

What should you discuss before closing the proposal?

The person responsible may question the distribution of the budget between media and fees, the ability to produce pieces or the monitoring of promotional periods. A more informed negotiation clarifies responsibilities for approvals, calendar and data necessary for the work. Use sales tracking to record queries and agreed follow-ups. Agree with the store on the work channels and who will be responsible for each tool, without promising revenue.

How can you plan onboarding and delivery routine?

An onboarding template can include alignment on the brand, published catalogue, campaign materials and contact people. Phases, tasks and subtasks help the team monitor dependencies and deadlines for the contracted service. In operation, the portfolio and client requests give visibility to work according to permissions. Confirming price, stock and validity of a promotion continues to be a shared responsibility in the process defined with the customer.

How can you track partnership charges?

When serving online stores, differentiate between agency fees, media budget and any external costs. Agree who authorizes increases during promotional periods and when the scope will be reviewed, without assuming that advertising investment is included in the monthly fee. Finance supports monitoring according to team permissions. Schedule a demo to discuss organizing your e-commerce portfolio.

Frequently asked questions

Who confirms inventory before publishing an offer?

The agency must arrange with the store who validates the availability, prices and duration of the promotion before approving the pieces.

How can you separate fees from advertising budget?

Define in the contract the value of the agency's service and the media budget, as well as who authorizes changes to each during the campaign.

Does Zenit OS replace the customer's online store?

No. The platform supports the agency’s management; the store and its catalog remain the responsibility of the customer and the tools they use.

How does automatic billing work?

The automatic issuance of subscription charges in Asaas starts disabled and requires configuration by the agency.

Zenit OS in numbers

Recife, Pernambuco, Brazil · since 2025 · November 3, 2026

• 100+ agencies
• 28,000+ leads
• 22,000+ meetings booked
• 270,000+ WhatsApp prospecting conversations
• 2,000+ sales
• 330+ active users
• 1,500+ clients in operations

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