CRM and automation
Follow up without losing the context.
A useful CRM setup helps your team see the customer, understand the next action and avoid disconnected follow-ups. We start with the workflow before choosing the tool.
- Workflow first, then the tool
- Permitted email and WhatsApp journeys
- Results checked against store data, where available
You are probably here because
Does this sound like your week?
- Email is a monthly newsletter and nothing else.
- Customers buy once and never come back.
- Your team confirms COD orders by hand.
- Nobody owns the customer list.
- You know AI could save time but not where to start.
The problem
Why do follow-ups get lost?
Customer information often sits in several places, and nobody is sure which message goes next. Repeat purchases and qualified enquiries depend on that follow-up.
We map the customer and enquiry stages, then set up the agreed flows, segments and checks, and compare tool reporting with your store data where it is available.
In this family
6 services
Which part of the system do you need?
AI
AI workflows
AI help for CRM tasks such as drafting replies or organising notes, with a person approving the next action.
Explore
Email marketing
Klaviyo flows and campaigns built around purchase data.
Lifecycle
Lifecycle marketing
Welcome, post-purchase, replenishment and win-back journeys across channels.
SMS and WhatsApp
Permitted WhatsApp or SMS journeys. Message approvals, template rules and platform requirements are part of scoping.
Strategy
CRM strategy
Segments, lifecycle stages and the data model behind them.
Automation
Marketing automation
Enquiry stages, routing and reporting, scoped to your process.
What you get
What can the scope include?
- Customer and enquiry stages
- Selected CRM setup
- Permitted email or WhatsApp journeys
- Segmentation
- Workflow checks
- Documentation and handover
How the work runs
How does the work run?
01
Audit
List health, deliverability, flows and data sync reviewed.
02
Build
Core flows designed, written and connected to Shopify data.
03
Launch
Agreed flows go live after checks on triggers, timing and permissions.
04
Optimise
Ongoing work, if agreed, with reporting compared against store data.
What this cannot fix on its own
What can this not fix on its own?
- A product people do not reorder. Retention cannot create demand that is not there.
- A tiny list: flows need customers; fix acquisition first.
- Fulfilment problems: no email recovers a customer whose order arrived late and broken.
Examples
Can we show you how this would work for you?
Client examples will be published when approved for sharing. In a free preliminary diagnosis we look at your business, marketing and website and explain where we would start.
FAQ
What do buyers ask about CRM and automation?
What is CRM and marketing automation?
It is the setup that keeps customer information in one place and sends agreed messages at the right stage, such as welcome emails, cart reminders or delivery updates, with the permissions each channel requires.
Which email platform do you recommend?
It depends on your store, contact volume, channels and team. We compare options against your requirements; check each provider for current plans and prices.
Should we use WhatsApp or email?
They do different jobs. WhatsApp can suit order confirmation and delivery updates where customers have agreed to receive them; email suits longer content. Message costs and template rules apply.
Are software and message costs included?
Only if the proposal says so. Licences, API usage and messaging costs are usually separate.
What can AI actually automate for a marketing team?
Repetitive drafting, tagging, summaries and research can often be assisted. We define what runs routinely, what needs review and what happens when an input or service fails.
How long does it take to set up?
It depends on the tools, permissions, content and approvals. Timings are agreed in the proposal.
Can you move us from another email tool?
Usually, as part of an agreed scope. Lists and templates are moved where the tools allow, flows are rebuilt and sending is set up carefully to protect deliverability.
Who owns the list and the data?
Your platform accounts and customer data stay under your control. Ownership of custom deliverables is defined in the agreement.
Next step
Map your follow-up process.
A free preliminary review of your business, marketing and website, with suggested priorities for what to tackle next.
No obligation. We’ll contact you about the next step.