CRM and marketing automation for ecommerce
Unify CRM, marketing and sales with end-to-end integration, lead scoring and actionable reporting
SMB and mid-market ecommerce teams live the same paradox: there is traffic, there are orders and there is data in every platform — Shopify, WooCommerce or Magento, the ESP, the CRM, the ad stack, the helpdesk — but none of those pieces talk to each other. The result is an opaque funnel, campaigns that double up on contacts, segments that drift out of sync and a sales team chasing opportunities without context.
We implement CRM and marketing automation for ecommerce with an end-to-end approach: from catalogue and order to attribution and LTV. We connect the store to the CRM (HubSpot, Salesforce or Klaviyo), unify the customer profile with its purchase, browsing and support history, and activate acquisition, cart recovery, post-purchase, loyalty and winback automations on a single data model.
Our differentiator is operational: we deliver lead scoring tailored to ecommerce — RFM, purchase propensity, churn risk — and actionable reporting that the CMO, head of sales and CEO can read in the same meeting. We do not sell licences: we design the architecture, implement the stack that fits your volume and train your team to run it autonomously.
How we help ecommerce teams
We cover the full cycle: from a diagnostic of the current stack to live automations and pipeline reporting, going through technical implementation and team enablement for marketing and sales.
CRM implementation for ecommerce
We design the customer data model, configure commercial and B2B pipelines (when relevant), connect the store to the CRM and automate lead assignment. Functional MVP in 6–8 weeks on HubSpot, Salesforce or Klaviyo.
End-to-end CRM and sales integration
We sync catalogue, orders, returns, subscriptions and support data so sales and customer service operate on the same customer view. We define ecommerce-specific MQL/SQL and follow-up SLAs.
Advanced marketing automation
Multichannel workflows (email, SMS, WhatsApp, push) governed by purchase-behaviour triggers: cart recovery, post-purchase, replenishment, category cross-sell, winback and dormant customer reactivation.
Lead scoring and purchase propensity
We deploy RFM models, on-site behaviour lead scoring and purchase propensity so sales can prioritise B2B accounts and marketing can sharpen the audience of every paid and owned campaign.
Actionable commercial reporting
Dashboards for pipeline, stage conversion, multi-touch attribution, retention cohorts and LTV by channel — connecting marketing investment to closed revenue, the view your CFO needs to trust digital spend.
Key capabilities of the service
Unified customer and order pipeline
A single view that integrates browsing, cart, order, return, subscription, support ticket and campaigns received — without duplicates across platforms — ready to power segmentation, scoring and reporting.
Connectors for your ecommerce stack
Integrations with Shopify, WooCommerce, Magento, BigCommerce and headless commerce, plus ESPs (Klaviyo, Mailchimp, HubSpot Marketing) and ad platforms (Meta, Google, TikTok) to sync audiences in real time.
RFM and propensity lead scoring
Scoring models that combine recency, frequency and monetary value with on-site behaviour signals, email open/click activity and campaign response, computed automatically and surfaced in the CRM.
Cart recovery and post-purchase
Automated multichannel sequences (email + SMS + WhatsApp) with dynamic product personalisation, conditional discount and frequency capping to maximise recovery without cannibalising margin.
Multi-touch attribution and LTV by channel
Data-driven attribution models that distribute revenue across channels and campaigns, plus LTV cohorts that show which acquisition pays off at 12, 24 and 36 months — not just on the first order.
Privacy and consent
Granular consent setup, cookie compliance, ARCO/GDPR rights workflows and server-side tracking to meet privacy requirements without losing signal quality in marketing and product.
Typical ecommerce outcomes
We have helped SMB and mid-market ecommerce brands unify their CRM and marketing automation, lift conversion rate, reduce acquisition cost and grow LTV. Implementations deliver measurable gains in commercial efficiency, cart recovery, repeat purchase and paid-media attribution.
VER CASOS DE ÉXITOPreguntas Frecuentes
What does a CRM and marketing automation implementation agency do?
We design the customer data model, implement the CRM (HubSpot, Salesforce, Klaviyo) and the marketing automation platform, integrate both with the store and the rest of the stack, configure automations, lead scoring and reporting, and train the team to run it autonomously. We do not just configure tools: we align architecture, processes and metrics with the ecommerce business goals.
What size of ecommerce is this solution for?
It is designed for SMB and mid-market ecommerce: stores with a monthly volume from a few thousand orders up to several hundred thousand, marketing and sales teams of 3 to 30 people and operations in one or several markets. For larger volumes we adapt the scope with enterprise architectures and a dedicated MDM.
Which CRM do you recommend for ecommerce: HubSpot, Salesforce or Klaviyo?
It depends on the model. For DTC ecommerce focused on email/SMS and short cycles, Klaviyo is often the best fit. For ecommerce with a B2B component, subscriptions, complex customer service or active sales teams, HubSpot or Salesforce bring more pipeline, service and commercial reporting capability. We make a neutral recommendation based on your volume, team, current stack and roadmap.
How does lead scoring work in ecommerce?
We combine RFM models (recency, frequency, monetary) with on-site behaviour, email/SMS engagement and support data. The score is computed automatically and surfaced in the CRM to feed campaign segments, B2B sales prioritisation and on-site personalisation rules. For advanced cases we deploy purchase propensity and churn risk with predictive models.
How long does an end-to-end implementation take?
A functional MVP — CRM configured, store integration, first critical automations (cart, post-purchase, welcome) and basic dashboards — is delivered in 6 to 8 weeks. The optimisation phase — advanced lead scoring, attribution, winback, LTV cohorts — rolls out over the following 2 to 4 months, with your team already running the platform.
What reporting does the leadership team get?
We design an executive dashboard with commercial pipeline (when relevant), funnel-stage conversion, multi-touch revenue attribution, LTV by acquisition channel and retention cohorts. The goal is for the CMO, head of sales and CEO to share the same source of truth and make investment decisions without reconciliation meetings.
Ready to accelerate decisions across your ecommerce?
Tell us where your stack stands today and we will design with you the next lever to integrate CRM, marketing and sales end-to-end.