Scalable CRM Setup and Automation to Streamline Operations and Drive Smarter Growth

We help ecommerce brands centralize customer data, automate workflows, and improve operational efficiency with CRM setup and automation. Our CRM solutions are designed to give teams better visibility, faster processes, and smarter customer engagement across marketing, sales, and support.

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Who This Service Is For

Our CRM setup and automation services are ideal for:

Ecommerce brands managing customer data across multiple tools
Shopify and Shopify Plus businesses scaling operations
Teams struggling with manual processes and data silos
Brands looking to improve customer lifecycle management
Businesses needing better reporting and decision making

Problems We Solve

Many growing ecommerce businesses face operational bottlenecks. We help solve:

Disconnected customer data across tools
Manual follow ups and inefficient workflows
Poor visibility into customer lifecycle and behavior
Lack of automation between marketing, sales, and support
Inaccurate or incomplete reporting
Difficulty scaling operations with growth

Our CRM Setup and Automation Approach

We follow a structured and business driven CRM implementation process.

Business and Data Audit
We analyze your current tools, data sources, workflows, and business requirements to understand gaps and opportunities.
CRM Strategy and Architecture
We design a CRM structure tailored to your ecommerce operations, customer journey, and growth goals.
CRM Setup and Customization
We configure CRM pipelines, custom fields, user roles, dashboards, and permissions based on how your team works.
Automation and Workflow Design
We build automated workflows for lead management, customer segmentation, follow ups, lifecycle tracking, and internal notifications.
Testing, Training, and Optimization
We test automations, train your team, and refine workflows to ensure smooth adoption and long term success.

What You Get With Our CRM Setup and Automation Service

Our CRM deliverables are focused on clarity, efficiency, and scalability.

CRM platform setup and configuration
Customer data integration and cleanup
Custom pipelines and dashboards
Workflow and process automation
Marketing, sales, and support alignment
CRM reporting and analytics
Integration with Shopify and third party tools
Documentation and team training

CRM Platforms and Tools We Work With

We work with reliable and scalable CRM tools based on your needs:

UX/Ui Design

Development

Optimization

Headless

Bespoke

Shopify integrations

Ecommerce friendly CRM platforms

Marketing automation tools

Support and helpdesk integrations

Analytics and reporting tools

Klaviyo integrations

38%

Improvement in conversion rate

4X

Faster page load times and improved Core Web Vitals

100%

Better mobile engagement and reduced bounce rates

20%

Increased average order value through UX improvements

Want to see real examples?

View our Shopify case studies to understand how we help brands grow.

View Case Study

Frequently Asked Questions

We offer a full suite of Shopify eCommerce services from new website builds, design-only projects, and custom app creation to Shopify site takeovers, optimisation advice, and ongoing development support. In our expert hands, you’ll reap the benefits of our design and technical creativity, data-driven decisions, and transparent partnership approach.