CRM and marketing automation consulting
Want to structure or improve your CRM strategy? We build effective lifecycle journeys, integrate the right tools and measure the impact on retention, conversion and customer value.
Our CRM and automation approach
- Audit of what exists: segmentation, targeting, journeys, triggers.
- Journey design: onboarding, activation, cross-sell, win-back.
- A complete lifecycle structure, from first purchase to loyalty.
- Tracking of key metrics: open, click, churn, repeat purchase rate, customer lifetime value.
- Continuous optimisation through A/B tests and dashboards.
References
Tools
- Klaviyo (Specialist certificate)
- Braze
- Selligent
- Adobe Campaign
- Notion
- Airtable
- GA4
- Metabase
Tracking through cohort analysis and custom dashboards.
What AI changes
Finer segments, content tailored to each lifecycle stage, cohort analysis in plain language: AI scales personalisation without scaling the team’s workload.
Discover our AI methodFrequently asked questions
Why invest in CRM?
To maximise retention, automate campaigns, personalise the customer experience and extend customer lifetime.
Can you work with our current tools?
Yes. We adapt to your existing stack, or propose a suitable architecture if needed.
Do you also write CRM content?
Yes. We structure content by segment, journey and intent.
What does AI change in CRM?
It makes personalisation possible at scale: segments, messages and send times adjust to each customer’s behaviour, under human control.
Other areas of expertise
Let’s talk about your growth.
A first 30-minute conversation to understand your situation and see how we can help.