Skip to content
PerformSalePerformSale

01CRM for B2C and B2B

One CRM for B2C and B2B.Two AI advantages built in.

Run B2C commerce and B2B sales in one CRM — customers, orders, leads, inventory, finance and marketing attribution — with an AI Commercial Director that grows repeat purchases and AI manager agents that handle orders and customer conversations.

Explore the platformRequest a demo
The PerformSale Executive Dashboard: revenue, gross profit, orders and repeat revenue, the revenue and profit trend, and commercial opportunities, for the demo company Harbor & Leaf.
PerformSale interface · demonstration data

  • One source of truth

    Customers, orders, payments, stock and margin share one record, so every team reads the same numbers.

  • Profit, not just revenue

    Gross profit sits beside revenue on the first screen, from the cost of the goods actually sold.

  • The next sale, surfaced

    Commercial opportunities appear on the dashboard itself, ranked and ready to act on.

02AI Commercial Director

Meet your AICommercial Director.

It analyses how every customer buys, finds the commercial opportunities, runs retention and helps generate repeat purchases — raising each customer's lifetime value (LTV).

Customer historyOrders, products, intervals
Commercial Brain
OpportunityWho, what and when
AI actionAgent or manager
PurchaseA real, paid order
Updated intelligenceThe outcome feeds back
How the Commercial Brain works · diagram

  1. 01

    Commercial Memory

    Everything the business knows about a customer, in one place.

    • Complete customer profiles
    • Historical orders and product preferences
    • Purchase frequency and segments
    • Revenue and profitability
    • Communication history
    • Commercial actions and their results

  2. 02

    Commercial Intelligence

    Reads that memory and decides what is worth doing next.

    • Identifies opportunities
    • Analyzes purchasing patterns
    • Recognizes customers approaching their next expected purchase
    • Evaluates each opportunity
    • Determines the appropriate next action

  3. 03

    Commercial Execution

    Turns the decision into a conversation — and learns from the answer.

    • AI agents communicate with customers
    • Managers receive tasks when a human should step in
    • Every outcome feeds back into the commercial system
A PerformSale customer profile for the demo customer Emma Carter: lifetime value, order history, purchase cycle and the next expected purchase.
PerformSale interface · demonstration data

03AI Retention · Customer LTV

The first purchaseis just the beginning.

Turn one-time buyers into repeat customers.

Acquiring a customer keeps getting more expensive, and a first order rarely pays that cost back. Long-term profit comes from what happens next: the second order, the third, the customer who stays. PerformSale unlocks that revenue from the customers you already have.

It learns how each customer buys — what, how often, and when they are likely to be ready again — and starts the right conversation at the right moment.

Not one reminder for everyone. Each customer's own rhythm.

A fixed "30 days later" message is early for some customers and too late for others. PerformSale times every outreach to the individual.

Illustrative demo customers

  • Customer A

    ~25 days

    Customer A buys about every 25 days. Next purchase expected around day 175; outreach is timed a few days before it.

  • Customer B

    ~45 days

    Customer B buys about every 45 days. Next purchase expected around day 190; outreach is timed a few days before it.

  • Customer C

    ~70 days

    Customer C buys about every 70 days. Next purchase expected around day 215; outreach is timed a few days before it.
Purchase
Expected next purchase
AI
AI outreach
Fixed “30 days later” reminder
  1. 1

    A customer places an order.

  2. 2

    PerformSale records the customer and their purchasing history.

  3. 3

    The Commercial Brain analyzes behavior and purchase intervals.

  4. 4

    The platform identifies the next commercial opportunity.

  5. 5

    AI Retention starts a personalized conversation.

  6. 6

    The customer places a repeat order.

  7. 7

    The new purchase updates their history — and their next cycle.

↺ and the cycle starts again — sharper each time

See where lifetime value comes from.

Customer economics by segment: who buys again, how often, how much they are worth over time — and where the next repeat order is waiting.

  • Customer Lifetime Value
  • LTV by segment
  • Repeat purchase frequency
  • Average order value
  • Repeat revenue
  • Purchase cohorts
  • Customer retention
  • Customer profitability
The PerformSale Customers screen: each demo customer's lifetime value, orders, average order value and last purchase.
PerformSale interface · demonstration data

Know which customers are worth the most.

Lifetime value, order frequency and order value side by side for every segment — so retention effort goes where the value is, and the step from one order to two gets the attention it deserves.

Lifetime value by segment

All time · USD

Avg. LTV

$750

Repeat customers

61%

Repeat revenue

87%

Retail segmentLTVOrdersAOV

Regulars · every ≤ 5 weeks

98 customers

$520
7.5$69.22

Periodic · every 5–8 weeks

78 customers

$309
4.9$63.18

Occasional · 8+ weeks

46 customers

$246
3.7$66.88

One-time buyers

156 customers

$75
1.0$74.84

B2BWholesale accounts · 24 accounts

LTV $8,475 · 17.5 orders · AOV $484.29

Product preview · demonstration data

See who is ready to buy again — today.

Every customer with a prediction, measured against their own rhythm: who is inside their purchase window right now, what they are expected to buy, and whether the next step is already in hand.

The PerformSale Retention screen: demo customers who are in their next purchase window right now, with the category they are expected to buy.
PerformSale interface · demonstration data

04AI Manager Agents

Your AI sales managers.Always ready.

AI manager agents process incoming orders, talk to customers, advise them and help them choose, recommend complementary products and upsell, confirm orders and answer messages across connected channels.

  • WhatsApp
  • Viber
  • Telegram
Incoming orders
Contacts the customer, confirms the order, clarifies what is missing, and confirms delivery and payment.
Sales consultations
Answers questions, helps customers choose and recommends suitable products.
Upsell and cross-sell
Suggests complementary items and better alternatives to raise order value.
Customer care
Handles routine requests and order questions, and escalates exceptions to a manager.
Retention outreach
Takes opportunities from the Commercial Brain, starts the conversation and records the outcome.

Channel names and logos belong to their owners and are shown for identification only.

A PerformSale order being confirmed for the demo customer Emma Carter: a loose-leaf tea, a glass teapot and the bamboo tea scoop the agent suggested.

Emma Carter

Order #1909 · confirmation

AI agent

  1. Customer: Hi! I've just placed an order on your website.

  2. AI agent: Hi Emma! Thanks for order #1909 — Jasmine Silver Needle (100 g) and the glass teapot. Shall I confirm delivery to your usual address?

  3. Customer: Yes please, same address.

    ✓ Delivery confirmed

  4. AI agent: Done. Customers who choose Silver Needle often add our bamboo tea scoop — it's $11.00 and ships in the same parcel. Would you like it?

  5. Customer: Sure, add it.

  6. AI agent: Added. Your new total is $80.50, to pay on delivery. I'll send the tracking number as soon as it ships.

    ✓ Item added · order updated

Illustrative conversation · demo data

Every conversation lands in one inbox, beside the customer's orders and history. The team sees what the agent said, takes over in one click, and hands back when it is done.

PerformSale Chats: a WhatsApp conversation with the demo customer Emma Carter handled by the AI agent.
PerformSale Chats · demonstration conversation

05B2C · B2B · Finance · Inventory

Everything your commerce business needs.In one place.

From the first lead to the final payment, PerformSale connects the entire commercial operation.

The PerformSale Orders list for the demo company: order numbers, customers, statuses, totals and payment state.
PerformSale interface · demonstration data

B2C order management

  • Incoming orders and statuses
  • Product lines and discounts
  • Payments and shipping
  • Fulfillment and returns
  • Full operational history
  • AI-assisted processing

06Marketing Attribution

Know what actuallydrives revenue.

Connect advertising performance with real commerce data to understand the difference between platform-reported conversions and actual sales outcomes.

  • Platforms disagree

    Google Ads and Meta Ads use different attribution models and reporting windows — and often claim the same order.

  • A conversion is not a sale

    A reported conversion is not necessarily a completed, paid and delivered order.

  • PerformSale checks the orders

    Ad data is matched to real order records. Where a source cannot be established reliably, the order stays unattributed — never guessed.

Marketing performance

Last 30 days · USD

Conversions
Google Ads83Meta Ads136Verified commerce147
Revenue
Google Ads$4,792Meta Ads$7,890Verified commerce$9,105
Ad spend
Google Ads$2,446Meta Ads$2,120Verified commerce$4,566
CPA
Google Ads$29.47Meta Ads$15.59Verified commerce$31.06
ROAS
Google Ads1.96×Meta Ads3.72×Verified commerce1.99×
Gross profit
Google AdsN/AMeta AdsN/AVerified commerce$5,327
Platform-reported results compared with verified commerce results
Metric Google Adsreported Meta AdsreportedVerified commerce
ConversionsPlatform: as reported in its own window. Verified: completed, paid orders matched to the channel.83136147
RevenuePlatform: reported conversion value. Verified: revenue of those completed orders.$4,792$7,890$9,105
Ad spendFrom the expense ledger.$2,446$2,120$4,566
CPAAd spend / conversions.$29.47$15.59$31.06
ROASRevenue / ad spend.1.96×3.72×1.99×
Gross profitRevenue less the cost of the goods sold. Only the order record knows it.N/AN/A$5,327

Verified by channel · Google 63 orders, $3,774 · Meta 84 orders, $5,331

Over-reported · 219 platform conversions vs 147 real completed orders

Unattributed · 23 orders with no reliable source — left unassigned

Product preview · demonstration dataPlatform-reported figures are illustrative.

Measure business results, not just advertising reports.

Don't just manage sales. Generate the next one.

Create tomorrow's sales.

PerformSale manages today's operations and helps you create the next order — from the customers you already have.

Request a demoSee how it works