01
A store order becomes a deal without retyping
Before Wix shows a new order in the dashboard, the manager copies the name, the items and the address into the CRM by hand, and the warehouse waits for a message.
After the order appears in the CRM as a deal with all its lines, amounts, taxes, discounts, both addresses and the payment status; the buyer's card is found by email or created; the warehouse sees what to pick without anyone writing to it.
02
A form request becomes a lead, not a line in the dashboard
Before a visitor fills in the Wix form, the request sits in the Wix dashboard among dozens of others, and the manager notices it when they happen to open that screen.
After every submission of a Wix form becomes a lead in the CRM with all its fields, gets an owner by the CRM's rules, and the manager works with it in the same list as calls and letters.
03
'Shipped' is set once — in the CRM
Before the warehouse marks the order shipped in the CRM, and then someone opens Wix and marks the same order there, or forgets to.
After the connection puts the 'shipped' mark on the confirmed order in Wix by itself, so the store and the CRM show the same status and the manager answers 'where is my order' from one card.
04
Every contact from the site gets one client card
Before a person who left their details in a form, then placed an order, then wrote again is three separate records in Wix and a phone number in someone's notebook.
After the connection brings the site's contacts into the CRM, matches them by email and phone, and the manager sees one card with the requests, the orders and the shipping history before replying.