Cross-Sell Service Store

Sync your store data with your CRM to keep customer and order information connected. Maintain accurate customer records, track store activity, and manage important information across both systems from one place.

Sync your store with automation workflows to streamline orders, customers, and store activities. Streamline processes such as customer updates, order handling, notifications, and other store-related workflows while reducing manual work.

Provides a detailed KPI summary metric card under the Store Dashboard – Monthly Recurring Revenue panel that tracks predictable monthly subscription earnings, current-month recurring revenue totals, active subscription counts, and client customer growth.

Provides a detailed analytics data table under the Store Dashboard – Top Purchased Services panel that tracks product performance, sales volumes, product types, price points, and visibility statuses across storefront offerings.

Create a new service for your store. Enter its name, category, descriptions, visibility, pricing, images, tags and features, then click Create.

Enter the service name, choose a category, write a short description and choose whether the service is Public or Private.

Add keyword tags to a service by typing a tag and pressing Enter or clicking Add. Remove a tag with its ×. At least one tag is required.

Make a service public or private straight from its card. Public services show on the store your customers see; private ones are saved but hidden.

Manage the tags used in your Service Store. See all tags with a count, search them, and edit or delete each one.

Manage the collections used to group your services. See all collections with a count, search them, and edit or delete each one.

Create a collection with a name and description, or click a collection’s pencil icon to edit it. Both fields are required.

Tracks the total number of active and trialing customer subscriptions.

Displays the total number of unique customers who have interacted with the store.

Shows the total number of products available in the store.

Displays the total number of completed purchases.

Provides a detailed data and visual analytics section under the Store Dashboard – Product Distribution & Quality Metrics panel that monitors product monetization breakdowns, catalog visibility ratios, top-level inventory KPIs, and a radar chart tracking listing completeness across quality dimensions.

Visualizes the distribution of Free, One-Time, and Recurring pricing models.

Displays the breakdown of Active, Cancelled, Past Due, Trialing, and Unpaid subscriptions.

Identifies customers based on their total spending and purchase activity.

Visualizes purchases by status, including Completed, Pending, Failed, Refunded, and Trialing.