Creative Ecom Builder™ Documentation

Creative Ecom Builder™ is an integrated agency management software and business operations platform. It brings together customer relationship management, sales pipeline tracking, project management, client onboarding, financial administration, email communication, and workforce operations.

The platform is organized around connected business records. Leads can progress into qualified opportunities, qualified leads can create Contact and Deal records, and a Deal marked as Won can initiate project creation. From there, project and client workflows help organize the work required to deliver the service.

Each module has a specific role. The value comes from how relevant information moves between them, reducing the need to repeatedly recreate the same client or project information in separate tools.

Lead management is the starting point of the revenue workflow. Leads can be added manually, imported through supported spreadsheet workflows, or submitted through connected website forms and API integrations.

When a lead enters the platform, the system can apply its lead-scoring process to help you assess and prioritize incoming opportunities. You can review the lead information and decide when it is ready to be qualified.

The Deals pipeline organizes opportunities through the sales process. You can manage deal progress using stages such as Prospecting, Qualified, Proposal, Won, and Lost. This gives you a structured view of opportunities and their current status.

Revenue intelligence helps you evaluate more than just closed sales. Depending on the available dashboard metrics, you can review your monthly revenue target, revenue summary, pipeline value, revenue velocity, close rate, pipeline exposure, and comparisons with previous periods.

Client onboarding connects sales information with the steps required to begin service delivery. Once a Deal is marked as Won and its Project is created, you can continue with the relevant contract and onboarding activities.

Project management brings the delivery side of your business into the same workspace as your sales and client records. Projects provide a central place to organize client work, while tasks help break delivery into manageable actions.

Use the available task views to organize work according to your preferred workflow. Kanban boards help visualize task progress, while calendar views help you keep track of relevant dates and deadlines.

Creative Ecom Builder™ includes a public API workflow for submitting lead information to the platform. Each workspace uses its own API credentials, allowing users to connect their own supported lead sources to their own business dashboard.

For example, a website form or another supported integration can submit lead information through the API. The lead can then enter the platform’s lead management process and progress through the relevant qualification and sales workflows.

Users can also create a custom GPT with their own instructions and brand voice, then configure its API action to submit lead information to their workspace. This is a user-configured integration rather than a prebuilt GPT supplied as a standard platform feature.

Activity Intelligence provides visibility into recorded actions and operational events across supported areas of the platform. System logs and action history help you review activity and understand how work is progressing.

Workspace health indicators can help highlight operational conditions such as overdue tasks, workload visibility, execution velocity, activity volume, and pipeline health, where those indicators are available in your workspace.

For eligible plans, the workforce tools support employee access and operational coordination. Depending on the features included in your subscription, these tools may include clock-in and clock-out activity, timesheets, schedules, task assignments, and time-off or leave requests.

These capabilities help businesses coordinate internal work alongside client projects and delivery operations. Workforce features are plan-dependent and may not be available in every subscription.

Workflow automation in Creative Ecom Builder™ focuses on the connections built into the platform. When a defined trigger occurs, the corresponding supported action can take place in another part of the workspace.

These predefined workflows connect lead qualification, sales records, project creation, client onboarding, and project execution. They are designed around the platform’s own modules rather than requiring a separate automation builder for these built-in connections.

Creative Ecom Builder™ is designed for different business sizes and operating needs, from independent service providers to growing agencies. Available features and workspace limits depend on the selected subscription.

For the latest information about subscription pricing, included features, limits, trials, and billing, refer to the official pricing page. Your account dashboard is the best place to review the plan and access currently assigned to your workspace.