Unifying data from every source

Start with pre-built templates

Building segments

Generating revenue with automated flows 

Using AI to build content

Recommending products with AI

Simplifying performance analysis

1. Unify data from every source in one place

When your data is scattered across multiple tools, it’s almost impossible to see the full picture of each customer’s journey with your brand. This can lead to making marketing decisions based on guesswork instead of real customer data. 

For instance, your text message platform might know that a customer’s engagement rates are through the roof, while your ecommerce software knows that this same customer just browsed your selection of handmade earrings. But if these tools can’t communicate with each other, you may be emailing that person, getting ignored, and missing an opportunity to generate SMS-attributed revenue for those earrings instead. 

With a B2C CRM, all your data is centralized in one system that collects and stores data, integrates with the tools you’re already using, orchestrates marketing and customer service, and identifies opportunities for improvement. This single source of truth documents your entire history with every customer so you can communicate with them like you know them—because you do. 

A single source of truth also allows you to manage every marketing channel from one place. Running all of your email, text message, mobile push, and WhatsApp campaigns on different platforms is time consuming and gives you an incomplete view of your customers. A B2C CRM eliminates context switching while making these channels more effective.

2. Use templates instead of starting from scratch

Solopreneurs don’t have time to start from scratch. And when something works, they need a way to replicate it quickly. This is where customizable templates come in.

Use templates to create and customize:

• Product announcement emails 
• Event emails
• Multi-step sign-up forms
• Welcome flows
• Win-back flows
• Abandoned cart flows
• Browse abandonment flows
• Replenishment reminders

…and more. Combined with A/B testing and AI optimization (more on that later), templates are a great way for solopreneurs to find out what works and quickly double down on something when it does. Customize them to better suit the needs of your brand and your customers.

3. Build dynamic segments that make personalization easy

Dynamic segmentation is how a CRM organizes your audience into distinct groups based on pre-defined rules. After you set the criteria, audience segments populate or contract automatically in real time as customer interactions happen.

You can create segments based on customer behavior, preferences, demographics, or predictive analytics (more on this later). Common examples include VIP customers, recent buyers, discount shoppers, customers expected to buy soon, and at-risk customers. 

The more complex the segment, the deeper you can personalize your messages and offers. Here are a few examples you can build on:

• Engaged customers receive more frequent updates and early access to new product launches. 
• Customers who have purchased or browsed a certain category of products receive recommendations for products in that category.
• Local customers receive announcements for upcoming in-person events. 

Solopreneur CRM tip: Now, with AI, you can create these segments with a simple prompt. Just describe the type of audience you want to target, and AI will spin up the segment for you, fast. Here are a few examples to get you started:

• “VIPs who have spent more than $500 in the past year, tend to purchase during pre-launch sales, and are predicted to spend another $250 in the next 90 days”
• “Subscribers who have viewed a skincare product page in the past 30 days, have not purchased skincare in the past 90 days, and have shown a higher engagement with text than email” 
• “Customers who have opened at least 3 promotional emails within the past 60 days and clicked on one product recommendation but have not made a purchase in the past 5 months” 

4. Use automation to generate revenue with fewer resources

Automated flows are pre-built message sequences that trigger based on customer behavior, boosting engagement and driving revenue without manual work. Some common automated flows include:

• Welcome series
• Abandoned cart reminders
• Browse abandonment messages
• Post-purchase sequences
• Win-back messages

According to Klaviyo’s latest email marketing benchmarks, flows generate up to 30x more revenue per recipient (RPR) than campaigns. The ROI on flows is high because they’re based on actual subscriber behavior, which means they’re inherently more relevant and personal.

Solopreneur CRM tip: You can also lean on templates and AI to build flows based on natural language prompts. Water filter brand Lifestraw slashed at least 40 minutes from their manual flow-building process this way. Their team described their desired flow in one sentence, and AI built the entire flow structure for them.

5. Use AI to create marketing emails, texts, and review responses

Enterprise marketers manage millions of customers, generating vast amounts of data they can leverage tIn addition to spinning up custom segments and flows faster than you could on your own, generative AI can help you write copy for:

• Email subject lines
• Emails
• Text messages
• Text message replies
• Review responses

Leaning on the generative AI in your CRM allows you to take the position of a creative director rather than a copywriter, saving you hours of time. 

6. Predict next order date and recommend products with AI

Personalization isn’t just about the what—it’s also about the when. Predictive analytics anticipate your customers’ next purchase date, lifetime value, and even which channel they’re most likely to engage on, so you can reach out when and where they want you to.

You can also use AI to send personalized product recommendations based on your customers’ purchase history and website activity. For instance, if you sell yoga accessories, you could recommend items like yoga blocks, resistance bands, or water bottles to customers who have purchased a yoga mat. And if predictive analytics tells you that someone’s yoga mat cleaner is about to run out, you can send them an offer for a bundle that also includes a cloth.

Streetwear brand Jordan Craig personalizes their marketing based on a similar playbook. Based on analytics for their 40+ segments, they send daily to customers for 2 weeks on either side of their AI-generated predicted date of next order—and see strong conversion from that.

7. Analyze performance with dashboards and auto-monitoring

The only way to improve performance is to measure it. But data is only as valuable as the ability to put it to action. As a solopreneur, though, data analysis can feel like yet another technical skill to add to your laundry list of things to learn. 

Here are just a few CRM analytics and reporting features that can help you get—and stay—ahead:

• Pre-built dashboards configured to track key metrics like revenue per recipient, revenue by channel, top-performing segments, and marketing ROI
• Automated alerts that notify you when critical metrics like deliverability rates experience a significant drop or tick up, keeping you in the know so you can make adjustments
• AI-powered A/B testing that can help you find the winning subject line, image, offer, CTA, sign-up form, or other needle-mover
• Peer group benchmarks that use AI to analyze anonymous data from a subset of your competitors, lifting the veil on how your marketing and business performance stacks up in your industry  

Getting started with a B2C CRM

A B2C CRM isn’t just a piece of software—it’s an extra team member. For solopreneurs who are strapped for time and energy, setting one up is easy. Here’s a quick checklist to help you get started:

• Connect your apps to your B2C CRM with built-in integrations. 
• Set up pre-built sign-up forms to collect new subscribers.
• Build basic AI-generated segments, like recent customers or VIP customers.
• Build and send your first flows.
• Review initial performance with pre-built dashboards.
• Iterate with AI-driven testing and brainstorm how to refine your growth strategies.