CRM Mastery for 5-10 Person Shopify Teams
CRM Mastery for 5-10 Person Shopify Teams
Built for small shops tired of refund headaches and messy cutomser follow-ups – this guide is the shortcut I wish I had.
I’ve always been obsessed with automation tasks to do more with less – When I helped a Shopify friend untangle her messy customer follow-ups, she stopped losing thousands every month to refunds and missed sales. That sparked this project – showing growing shopify teams how a handful of simple changes can put thousands back into your pocket – without the overwhelm.
We are here to make CRM feel effortless – helping small teams recover lost revenue, reduce refund chaos, and create a smoother customer experience with as little effort as possible.
We create plug-and-play CRM workflows for small Shopify teams who don’t have time to figure it all out. No tech jargon, no bloated systems – just practical templates and guides that simplify your customer journey, automate refund recovery, and help you keep more of what you earn.
Learn how to identify common refund triggers, follow-up gaps, and scattered customer data in your own store – so you know exactly where to focus.
Look at how customers move through your store and where things break down or get delayed.
Make sure your tools (like email, tags, and order data) are working together – not against you.
Use simple automations to handle follow-ups, refund, and customer tags, freeing up your time.
Follow the included checklist to build your custom CRM workflow – tailored for lean Shopify teams.
Make quick changes as you go. The guide keeps things simple, so you’re never stuck or overwhelmed.
Here’s how stores like yours automate their way to 32% higher repeat sales and 15+ hours back each week.