Turn one-time buyers into profitable repeat customers.
ExactFlow CRM unifies customer, order and interaction data so teams can segment, serve and retain customers from one place.
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See ExactFlow CRM unify your customer data in a 30-minute walkthrough.
You pay to win customers,
then lose them
Acquisition costs are high. Retention is where the margin lives. But most tools make retention impossible to execute.
Customer data scattered across tools
Orders, tickets and messages never live in one place — every team works from a different picture.
Everyone treated like a first-time buyer
No repeat-purchase or loyalty strategy actually runs because there's no unified customer view.
Churn and at-risk customers stay invisible
You find out someone left only when revenue dips — long after there was still a chance to act.
Customers repeat themselves and feel like a number
Support sees no order history; sales sees no support history. The customer notices every time.
One profile for the whole relationship
Scattered Across Your Tools
ExactFlow
merges & de-
duplicates
$2,840
Lifetime value
Orders & Returns
Everything about a customer, in one place
Stop stitching buyers together by hand. ExactFlow builds the record for you and the agents act on it.
Unified profiles
Identity, orders, tickets, messages and consent merged automatically across every channel.
Repeat-buyer segments
Auto-group VIPs, one-time buyers and lapsing customers so you always know who to nudge.
AI follow-ups
Agents send the right message at the right moment — triggered by segment movement, not by a calendar.
Lifetime value
See who is actually profitable — by channel, by segment, by cohort — in a single view.
Unified inbox
Every marketplace message lands in one thread, tied to the right customer record.
Win-back automation
Bring lapsed buyers back with timed offers before they drift to a competitor.
Connect your channels
Link your marketplaces and store in minutes.
Profiles build themselves
Orders, messages and segments merge automatically.
Grow repeat revenue
Let the agents follow up — and watch LTV climb.
The right message at the right moment
Welcome
Trigger: First order placed
Action: Welcome series sent
Post-purchase
Trigger: Order delivered
Action: Care tips and how-to
Replenishment
Trigger: Consumable due
Action: Timely reorder nudge
Loyalty
Trigger: Third order placed
Action: VIP perks unlocked
Win-back
Trigger: No recent activity
Action: Timed comeback offer
Segments trigger each step — you set the rules, the agents send the message.
Segments that update themselves
Every segment stays current as customer behaviour changes — no manual imports, no stale lists.
Segments drive the lifecycle workflows automatically — no manual triggers.
Active Segments · Live Counts
Customer Lifecycle Movement · Sarah M.
Why not just spreadsheets and five tools?
AI Coordination
Your agents work inside every customer record
Axel · Service context
Brings support history and open tickets into the profile, and resolves routine questions.
Zane · Sales opportunities
Spots upsell, cross-sell and repeat-purchase openings directly on the customer record.
Raya · Financial signals
Adds spend, margin and lifetime-value context to every customer profile automatically.
One customer record, enriched by the agents — not three disconnected tools.
Everything you need to keep customers
Customer 360
Identity, orders, returns, tickets, value, preferences and consent in one profile.
Segmentation
VIP, repeat, first-time, at-risk, high-return and custom-rule segments, kept live.
Relationship Timeline
Every order, message, ticket, refund and action in chronological order.
Tasks & Ownership
Assign the next action to a person or to an ExactFlow agent.
Retention Analytics
Repeat rate, purchase interval, lifetime value, churn risk and cohorts.
Data Management
Identity matching, duplicate handling, consent, export and audit trail.
Connect and migrate without losing history
ExactFlow CRM connects and migrates from Shopify, marketplaces, support tools and your existing CRM — keeping full order and interaction history intact so your team lands with a complete picture from day one.
Data Governance — Built In
Merge records from multiple channels into one unified profile.
GDPR-ready consent stored and auditable on every profile.
Role-based access — control what each team member can see.
Customer data requests handled directly from the CRM.
Audit trail — every change timestamped and attributed.
Measurable outcomes from day one
A multichannel seller had customer data split across Shopify, Amazon, Zendesk and a spreadsheet — no repeat-purchase strategy, no at-risk view, and a support team flying blind on every ticket.
After deploying ExactFlow CRM, every customer had a unified profile from day one, segments updated automatically and the agents began following up on lapsing buyers before they churned.
"We finally know who our VIPs are — and the agents keep them coming back automatically."
— Head of Retention, Multichannel E-Commerce BrandAnswers before you start
Everything teams usually ask before moving their customer data into ExactFlow CRM.
Which marketplaces and tools does ExactFlow CRM connect to?
Yes, ExactFlow integrates with leading eCommerce marketplaces, shipping providers, ERP systems, and business applications, allowing you to manage your operations from one centralized platform.
How are customer identities matched across channels?
Can I migrate data from an existing CRM?
How do the AI agents work inside customer profiles?
How does ExactFlow handle GDPR and consent?
Turn one-time buyers into repeat customers. Start with ExactFlow CRM today.
See how ExactFlow CRM unifies your customer data, segments buyers automatically and lets your agents act on it — in a personalised 30-minute demo. No commitment, no generic slides.