MERCANT / FAQ

A few useful answers.

Getting started with Mercant, from Shopify quotes to AI and everyday follow-up.

What is Mercant?

Mercant is a sales CRM for Shopify retailers. It brings customer information, quotes, orders and sales tasks into one workspace, with AI available on Scale to help teams work with their sales data. The focus is simple: less administration and more time helping customers buy—in store and online.

Who is it for?

Mercant is designed for retail teams whose sales involve consideration, conversation, quotes or follow-up. That can include furniture and interiors, premium homewares, jewellery and other considered purchases. It supports the salespeople doing the daily work and the managers who need visibility across the team.

Does Mercant replace Shopify?

No. Shopify remains your commerce platform. Mercant supports the sales process around it, using connected customer, product, order and Draft Order information so your team can work with the context already available in Shopify.

How does Mercant help with quotes?

Mercant brings Shopify Draft Orders into a sales workflow. Teams can see open quote count and value, customer context, ownership and related activity. Growth and Scale add quote conversion reporting and customer-history intelligence to help you understand who is being quoted and what happens next.

Does Mercant send follow-ups automatically?

Tasks help your team keep track of the next action. Growth and Scale also support quote follow-up workflows where enabled. Automated customer messaging depends on the workspace’s configuration, connected sending service and production enablement; it is not switched on for every account. Confirm the available workflow before relying on automatic sending.

What does Mercant AI do?

On Scale, Mercant AI provides a conversational way to work with supported Mercant sales data and workflows. Its answers depend on the information available and the user’s access. It is there to reduce the effort of finding and understanding information. Review AI output before acting on it, and do not assume that a suggestion has sent a message or completed a task.

What customer information can my team see?

Depending on the plan and enabled connections, a customer record can bring together details, Shopify purchase history, orders, quotes, ownership, notes, tasks and sales activity. Growth and Scale can include read-only inbox context from supported, authorised connections. Connecting one service does not connect every conversation channel.

How complete is customer-history reporting?

Reporting reflects the records Mercant has available. It can distinguish previous purchasers, first-time prospects and people previously quoted without a recorded purchase when the data supports that conclusion. Incomplete or unknown history must remain uncertain; a missing historical purchase is not proof that someone has never bought before.

What is the difference between Core, Growth and Scale?

Core provides the CRM foundation: connected Shopify records, quotes, pipeline, ownership, tasks, calendar, exports and core reporting, including open quote visibility. Growth adds supported workflows, read-only inbox context and deeper quote conversion and customer-history reporting. Scale adds Mercant AI and capabilities for larger teams and locations. Check the current plan selection in Mercant for prices, seat allowances and the features available to your account.

Can Mercant support multiple locations?

Scale includes location and retail performance capabilities for larger organisations, including visibility into location and salesperson quote performance. Availability and results depend on the locations, team data and features configured for the workspace.

How do I get started?

Open Mercant to create your account. Follow the available account verification, workspace, plan and store connection steps. Review the current subscription details before confirming a paid plan. If you are joining an existing retailer, check with your workspace administrator before creating a new company.

How do I sign in or reset my password?

Use app.mercant.com.au and the sign-in method associated with your account. For an email-and-password account, use the password reset option on the sign-in page. Never share a password or verification link with another person.

How is my information handled?

Read our Privacy Policy for the information we process, our service providers, AI processing, overseas hosting and your options for access, correction and deletion. Your retailer’s own policy also applies to the information it collects from its customers.

What happens if I disconnect Shopify?

The revoked connection can no longer supply new Shopify activity. Previously synced records are not necessarily deleted by disconnecting, and a separate subscription may still need to be cancelled. Contact us if you need help with account closure, export or deletion.

Where can I get help or see what has changed?

Email info@acmemedia.com.au for account and product enquiries. Include your company name and a description of the issue, but never your password. Released updates are listed in the Changelog.