• Upshot Commerce: Customer ManagementOn the most customizable, on-demand ecommerce solution. Ever.

Customer Management

Now that you have loyal customers who adore your retail store, it's time to give your call center and customer service representatives the tools to do a superlative job when working through customer questions and problems. Arm your staff with the tools and information they need to gain insight into customer accounts quickly. Reduce hold times, resolve issues faster. Keep your hard-earned customers the happy, return shoppers they should be.

  • Included Features
  • Extensions
  • Professional Services

Customer Browsing and Searching FeaturesCategory Management

  • Assign multiple groups to customers and users
  • Search for customers by selectable metadata
  • Filter view by registered or guest customers
  • See which registered customers are on your site right now and their cart contents
  • View deleted/inactive customers

Customer Profile Management

  • Batch update users to delete, assign to a group or make active or inactive
  • Allow customers to be tax exempt
  • Manage payment information
  • Manage multiple billing and shipping addresses
  • View complete order history
  • View and manage Reward Points account (if Rewards Point Extension is enabled)
  • View items that a customer recently viewed
  • Update the customer's password or any other metadata
  • Add internal customer notes with priority, flags and email reminders
  • Add unlimited miscellaneous fields per customer
  • View and manage a customer's wish list
  • Masquerade as the user and view your retail web site as the customer
  • View coupons used by the customer
  • View gift certificates used by the customer
  • Place a new order for the customer

Customer Groups

  • Create unlimited customer groups
  • Allow specific payment options per user group
  • Allow specific shipping methods per user group
  • Contract price levels - assign a price per unique group
  • Create viewing rules and apply to all or select customer groups
  • Restrict or allow product, category or site access on a group by group basis
Call Center Management More Info »
The Call Center Extension enables you to accept phone orders for your web store. This software is directly integrated into your Upshot Commerce e-commerce solution. The administrator has a dedicated control panel, located in the Upshot Commerce Suite Order Manager... Learn more...
Social Log In Extension More Info »
Using Social Log In reduces barriers to registering and signing in on your website by allowing users to create accounts and authenticate their identity using a verified social network account such as Facebook or Twitter... Learn more...
Social Bundle More Info »
The Social Bundle includes four extensions: Social Log In, Social Pricing, Share-a-Sale and Social Comments. Normally, these four extensions purchased separately would add up to a cost of over $500 in set up fees and $200 in monthly fees. With the Social Bundle, you get all the integrated advantages of the extensions working together, at a discounted price. What could be better? Learn more...
Help Desk Ticket System Extension More Info »
The Help Desk Ticket System Extension enables you to operate and manage an integrated CRM support system for your online store. This software is directly integrated into your Upshot Commerce e-commerce solution. Customers generate and manage... Learn more...
In-Store Pick-Up Extension More Info »
The In-Store Pick-Up Extension gives business owners the ability to let customers shop online and chose to have their orders shipped to or picked up at a brick & mortar store location. Merchants typically offer online customers free shipping for in-store pick up orders, thus encouraging... Learn more...
Favorite Orders Extension More Info »
The Favorite Order Extension allows repeat customers to easily place repeat orders on your site. Our system saves the customer's order history. The customer can place a repeat order with the click of a button. Learn more...
Membership Access System Extension More Info »
The Membership Access System app enables you to require your customers to provide verifiable credentials to gain access to specific content on your website and online store. This software is directly integrated into your Upshot Commerce e-commerce solution... Learn more...
Rewards Program Extension More Info »
The Rewards Program Extension enables you to create and track incentive marketing programs. This software is directly integrated into your Upshot Commerce e-commerce solution. The administrator defines what actions and items receive the rewards, as well as the value of each reward point.... Learn more...
Wholesale Extension More Info »
The Wholesale Extension for the Upshot Commerce platform allows business owners to create and manage a wholesale business, either as an addition to a retail store, or as a stand-along wholesale operation... Learn more...
Multi-Storefront Extension More Info »
The Multi-Storefront Extension allows you to create and manage multiple new online business models that share the same Upshot Commerce E-commerce administrative back-office environment. This means you are able to run multiple storefronts and shopping carts that share a single data source... Learn more...

Professional Services

Your hard-earned customers are the lifeblood of your business. Capturing leads, upselling products and quickly solving problems are at the top of your priority list. Over the years your organization may have adopted a unique tableau of tools and practices which converts visitors into the the satisfied repeat customers they were meant to be.

And now you're considering upgrading to a better ecommerce software platform, but the thought of abandoning the successful secret sauce that keeps you ahead of the competition makes you shudder. Good news. You aren't pigeon-holed into a rigid, pre-defined set of tools. While the Upshot Platform customer management features and all extensions work on-demand, as is, they're also fully customizable by our experienced team of ecommerce strategists and engineers.

Customizable Customer Management Extensions for ECommerce

The Upshot Commerce Platform is fully customizable.
Contact us about your professional services
and customization needs today.

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4 Ways to Expand Your Mobile Strategy

Apr 19, 2016 by Erica

The debate about whether you need to design a mobile experience for consumers has been settled. With Google’s algorithmic changes last year that favor mobile-ready sites and the fact that the majority of adults use smartphones, if you have not yet optimized your site’s mobile user experience, do so now. As you build and improve your mobile user experience, remember that mobile isn’t a new or separate avenue of ecommerce; it’s an integral part of the consumer journey that provides new opportunities to personalize a shopper’s experience. It allows you to strengthen the relationship between them and your brand. As you plan your mobile engagement strategy, consider utilizing the following four tactics:

  • Social engagement rewards
  • Make email contact mobile-friendly
  • Utilize mobile-ready interactive ads
  • Craft your strategy for how customers use mobile today, but consider how to respond to future technology

Encourage Social Sharing

Consumers are already engaging heavily with social media via mobile. With devices constantly in hand, sending incessant notifications to interact, the average adult spends significant screen time on their phone. Capitalize on this this level of interaction by adopting strategies to capture consumer attention while they are on their mobile devices.

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Top 5 Things to Look for in a New Ecommerce Platform

Jan 5, 2016 by Erica

Consumer expectations in ecommerce evolve rapidly. It’s important to stay responsive to those expectations in order to stay competitive in a diverse and growing field. This doesn’t mean adopting every new trend as it comes along in an effort to stick to the cutting edge of ecommerce innovation, however. It’s much better to implement features most suited to your business needs exceptionally well, rather than partially implement a myriad of features that won’t suit your clients. As your business grows and evolves, staying responsive to customer expectations may mean replatforming your site. The decision to do so requires significant consideration and planning. Moving to a new platform shouldn’t mean enduring the same shortcomings as the platform you recently left behind. Make sure any new platform you consider has the following five features:

  • Customizability
  • Scalability
  • Built-in OMS
  • Robust marketing tools
  • Ongoing client support


A platform that allows you to customize features, link to modern APIs, and design to your specific business needs is essential. Many platforms offer generic packages that don’t account for the unique requirements of individual ecommerce businesses. If a tool that is essential to your company is only available in one package, you are o... Read more

Upshot Commerce 2015 – A Year in Review

Dec 22, 2015 by Erica

2015 was a great year of growth for Upshot Commerce and our loyal brands. Our expanding team developed numerous improvements for our platform that benefited our existing partners and new clients we on-boarded this year. In addition, our digital strategy team has seen big wins for our brands in accelerating online growth.

A few details about what we’ve been up to in 2015:

Upshot 2015 in Review

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Use Brand Persona to Stand Out from the Crowd

Aug 4, 2015 by Erica

Finding your brand’s voice is as important as setting your site’s design. Customers respond to authenticity and consistency; without these, your brand will struggle to succeed in the crowded ecommerce landscape. While it is easiest to craft brand tone when first launching an ecommerce site, it is worthwhile to periodically review and clarify tone guidelines as your company evolves. If you haven’t generated a brand tone guide, now is the time to create one. Creating a brand persona is an invaluable tool for developing your brand voice and also determining how to best reach target customers.

Once formulated, a brand persona will:

  • set a tone for social media posts
  • assist in goal setting
  • help engender familiarity and trust
  • provide customer service with a framework for consistent, quality support

brainstorming developing brand persona

Building a Brand Persona

  1. Identify a brand speaking voice

Identifying a sp... Read more

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