The problem
Your customers are spread across six apps.
Shopify knows the orders, Klaviyo knows the emails, Instagram knows the DMs, and a spreadsheet knows your VIPs. None of them knows the whole person.
So your best customer gets the same email as someone who browsed once, and repeat buyers are treated like strangers.
What's included
What we build.
- 01Your own CRM: one record per customer, with orders, emails and DMs together
- 02Customer groups by spend, how often they buy, and what they buy
- 03VIP tagging and notes your whole team can see
- 04Email and marketing preferences kept up to date
- 05The same customer data feeding your emails, dashboard and AI agents
- 06A plain-English guide to what's stored and where
What changes
After it's built.
One view of each customer
Every order, message and preference in one place, for your team and your AI agents.
The right message for the right person
VIPs, lapsed customers and first-time buyers each get a different, deliberate experience.
Lists that are ready on drop day
Customer groups update themselves, so nothing needs cleaning up before a release.
FAQ
Questions.
Do we need to buy new software?
Usually not. Your CRM is built around what you already use, like Shopify and Klaviyo, and lives in your internal OS.
Is our customer data safe?
It stays in accounts you own, with access limited to your team. We build consent and preferences in from the start.
Our current customer lists are messy. Is that a problem?
No. Cleaning and merging them is part of the work, and we set things up so they stay clean.
Want this for your brand?
Thirty minutes on your brand and your next drop. We'll tell you honestly what would make the biggest difference.