About Us

CRM Made Simple - For Stores That Do It All

Built for small shops tired of refund headaches and messy cutomser follow-ups – this guide is the shortcut I wish I had.

Who Are We

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.

Our Mission

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. 

What We Do

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.

Our 6-A Process

01.

Audit

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. 

02.

Analyze

Look at how customers move through your store and where things break down or get delayed.

03.

Align

Make sure your tools (like email, tags, and order data) are working together – not against you.

04.

Automate

Use simple automations to handle follow-ups, refund, and customer tags, freeing up your time.

05.

Apply

Follow the included checklist to build your custom CRM workflow – tailored for lean Shopify teams.

06.

Adjust

Make quick changes as you go. The guide keeps things simple, so you’re never stuck or overwhelmed.

Some Numbers

78% of shipping-delay refunds preventable with proactive CRM updates
Automated post-purchase emails boost repeat purchase rates by around 32%
45% of support tickets preventable with CRM-driven self-service returns
34% of small stores lack win-back campaigns, losing 30% customers

Ready to stop losing money to fixable customer problems?

Here’s how stores like yours automate their way to 32% higher repeat sales and 15+ hours back each week.