CRM Marketing Automation

CRM and Marketing Automation Working as One D2C Revenue System.

When your CRM and marketing automation work in true sync, every D2C customer interaction is informed by complete customer intelligence — purchase history, engagement patterns, support interactions, and lifetime value — enabling marketing that feels personal and drives results.

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CRM IntegrationSegmentationLifecycle AutomationLead ScoringEmail AutomationSMS AutomationBehavioural TriggersA/B TestingAttributionRevenue ReportingCRM IntegrationSegmentationLifecycle AutomationLead ScoringEmail AutomationSMS AutomationBehavioural TriggersA/B TestingAttributionRevenue Reporting
CRM Marketing Automation

Connect Your Customer Data to Your Marketing Execution

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CRM & Automation Integration
Deep integration between your CRM (Salesforce, HubSpot) and marketing automation (Klaviyo, Marketo) — bi-directional sync ensuring marketing and sales always work from the same customer truth.
🎯
Customer Segmentation
Advanced CRM segmentation — combining purchase behaviour, CLV, engagement patterns, and predictive scores to create the precise audience segments that drive D2C marketing relevance.
📧
Lifecycle Automation
Automated lifecycle programmes triggered by CRM data — welcome series, post-purchase journeys, win-back campaigns, and loyalty milestones delivered at exactly the right customer moments.
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Lead & Customer Scoring
Behavioural scoring models in CRM — ranking customers by engagement, purchase intent, and churn risk to prioritise marketing attention and personalise messaging by customer value.
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Revenue Attribution
Revenue attribution connecting CRM contacts to marketing campaigns — closing the loop between marketing investment and D2C revenue with accurate, data-driven attribution.
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CRM Analytics
CRM performance reporting — pipeline visibility, campaign attribution, CLV analysis, and cohort retention for data-driven D2C marketing and commercial decisions.
35%
Improvement in email revenue from CRM-integrated automation
40%
Improvement in customer retention with lifecycle automation
Single source
One customer view across CRM and marketing platforms
Attributed
Every D2C marketing campaign revenue-attributed via CRM

Frequently Asked Questions

Scale D2C builds, manages, and optimises your full CRM Marketing Automation programme — automated flows, campaign calendar, list segmentation, deliverability management, A/B testing framework, and monthly revenue reporting. We work inside your existing platform and own outcomes, not just the setup.

Top-performing D2C brands generate 30–45% of total revenue through email and SMS combined. If CRM Marketing Automation is below 20% of your revenue, significant retention opportunity is being left on the table. Scale D2C audits your current programme and identifies the specific gaps within 5 business days.

Core automated flows — welcome series, abandoned cart, post-purchase, and win-back — can be live within 2–3 weeks. A full CRM Marketing Automation programme with advanced segmentation, A/B testing, and a 12-month campaign calendar takes 6–8 weeks to build to production standard.

Scale D2C manages domain authentication (SPF, DKIM, DMARC), list hygiene, suppression management, sender reputation monitoring, and warm-up sequences for new senders. Deliverability issues cause invisible revenue loss — we track inbox placement proactively, not reactively.

Scale D2C integrates CRM Marketing Automation with Shopify, BigCommerce, Gorgias, Yotpo, Rebuy, and your paid media platforms to create a unified customer view. Purchase data flows into segmentation, and CRM Marketing Automation performance feeds back into paid media suppression and lookalike audiences.

CRM AUTO

Connect Your CRM to Marketing Automation for D2C Revenue

Disconnected CRM and marketing automation creates fragmented customer experiences. Integration creates revenue.

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