One CRM for 15 stores: QuickBooks, email drips, reviews and the website, connected
Fifteen independently run stores, each with its own QuickBooks account, customer list and Google Business Profile. One CRM now pulls them together, segments customers, runs email drip campaigns and review requests, and gives leadership one view.
- Flooring Liquidators
- 2024–2026
- Web developer · IT director
- QuickBooks · CRM · Email segmentation · Drip campaigns · Google Business Profile · Review management · WooCommerce
Fifteen stores, fifteen islands
Flooring Liquidators runs 15 independently operated locations. Each one has its own QuickBooks account, its own customer list and its own Google Business Profile. Leads from the website arrived separately again.
So nobody could see a customer across stores, follow-ups depended on whoever remembered, and reviews came in unevenly: some locations asked every customer, others never did.
One hub, three sources
The plan put one CRM at the centre and connected the three places customers already show up:
- QuickBooks: every location’s customers and sales, pulled in and tagged with the store they belong to
- The website: form enquiries and sign-ups from the WooCommerce store, including the discontinued product pages, routed to the right location
- Google Business Profile: one profile per store, so each review lands on the location that earned it
Consolidate, segment, automate
- Customer records from 15 QuickBooks accounts consolidated and segmented by location, purchase and lead source
- Email segments built from that data: by store, by what people bought or looked at, by lead source, and by where they are in the buying cycle
- Drip campaigns for each segment instead of one-off blasts: a welcome series for new sign-ups, follow-ups after a quote or visit, cross-sells after a purchase, and win-back emails for customers who went quiet
- Automated review requests that send each customer to their own store’s Google Business Profile
- One place to see and answer reviews across all 15 profiles
- Website leads captured into the same system, so online and in-store customers share one record
Email that runs on its own
With clean, segmented customer data in one place, email stopped being a monthly newsletter and became a set of drip campaigns that each fire when someone joins a segment. A customer who bought from one store gets follow-ups from that store; a website sign-up on a discontinued product page gets in-stock alternatives, then offers, then a nudge to visit the nearest location.
The email programme grew into a real sales channel for the business.
One view for leadership
Leadership got a single view of customer activity and marketing performance across every location, instead of 15 separate reports. The same customer data feeds the segments, the drip campaigns and the review process, so each new campaign, segment or store builds on what is already there.
Related: turning 600 discontinued product pages into leads, which feeds this CRM from the website side.