Challenge

Planting so many trees around the world meant they were getting an overwhelming number of donations from an overwhelming number of people across different countries. Their marketing efforts were also concentrated across different channels and platforms which meant they were generating leads from different places. Planting trees across the world sounded easier than keeping tabs on so many people around the world who were interested in what they were doing. If they wanted their mission to go strong, they needed a strong way to keep tabs on all those leads and contacts. For this, they were using Freshsales, a CRM that helped them keep information about all their leads and contacts in one place. Freshsales helped them convert leads into contacts and nurture relations with their existing clients. But the problem was, all of the hot activity was going on their Shopify website. Adding in information about their clients who were sending the donations through the website in the CRM was a time-consuming task. It meant a lot of tab switching and chances of errors. And so, they contacted Codup. They wanted a solution that could streamline the process and help them pull in information from their Shopify website directly on the CRM.