CRM with marketing
Deliver smarter, faster, and more personal experiences across every touchpoint
What is a CRM with marketing?
Traditional CRMs were built for sales teams. A CRM built for marketers gives you real-time customer data, omnichannel execution tools, and AI-powered insights in one platform. This means you can engage customers based on what they’ve done, what they’re likely to do, and what they care about, all without switching tools or waiting on another team.
Unlike siloed systems that only store customer profiles or send messages, a CRM with marketing actively connects data, marketing, and analytics across channels like email, SMS, RCS, mobile push, and WhatsApp. Every signal is captured. Every message is personalized. And every decision is powered by AI and data you own.
Why does a CRM with marketing matter?
Your CRM shouldn’t just store information. It should help you act on it. The right platform turns customer data into targeted, personalized marketing that drives results at scale. Here are some of the benefits:
– Truly unified data: Combine behavioral, transactional, and engagement data from across your tech stack to create rich, up-to-date customer profiles. When data is centralized and accessible in real time, it’s easier to deliver relevant, consistent experiences.
– Better segmentation, instantly: Build dynamic audience segments using any customer attribute or action, from recent purchases to browsing history. Real-time segmentation allows marketers to personalize messaging at scale without manual effort.
– Orchestration across every channel: Manage campaigns across email, SMS, RCS, mobile push, WhatsApp, and reviews from a single platform. Coordinated journeys create a seamless customer experience and help marketers measure impact across the entire funnel.
– Smarter decisions with built-in AI: Use AI to forecast customer behavior, optimize send times, and personalize content based on how your customers engage with your brand. When intelligence is integrated into your workflows, every touchpoint becomes more effective.
– Faster execution, lower cost: Use templates, automation, and integrations to speed up campaign creation and reduce reliance on engineering resources. With fewer tools and more built-in capabilities, teams can move faster while keeping costs down.
Why choose Klaviyo for CRM with marketing?
Most CRMs are built to manage sales pipelines, not to power personalized marketing at scale. Klaviyo, the only CRM built for B2C, flips the script by combining customer data with intelligent automation, so marketers can build relationships, not just manage contacts. With everything in one platform, you can activate your data instantly and drive measurable impact across the customer journey.
1. Built on your zero- and first-party data
Klaviyo B2C CRM is powered by your own data, not third-party cookies or black-box identity graphs. Every product view, email click, support conversation, and review feeds into a unified customer profile that updates in real time. This lets you create deeply personalized experiences and accurate segments based on behavior, not assumptions.
– Centralize data across your ecommerce, helpdesk, loyalty, and reviews platforms.
– Build segments using any interaction or event.
– Use real-time data to trigger flows or power predictive analytics.
2. Combine your marketing, service, and analytics
Klaviyo brings customer engagement under one roof. Instead of toggling between marketing tools, data platforms, and support systems, you get one intuitive interface to plan, launch, and analyze every interaction. That means no more handoffs, data silos, or campaign blind spots.
– Manage email, SMS, RCS, WhatsApp, and push from one dashboard.
– Track performance with real-time reporting and attribution.
– Sync insights across teams and workflows with no extra tools.
3. Personalization that scales
With Klaviyo, it’s easy to make every message feel 1:1, whether you’re sending a one-time campaign or an automated journey. AI and automation handle the heavy lifting, while you retain full creative control.
– Predict churn, lifetime value (LTV), and next best action with built-in AI.
– Automatically tailor content with dynamic fields and product feeds.
– Test and optimize campaigns without a data scientist.
4. Built for speed and simplicity
Marketers move fast. Your CRM should, too. Klaviyo is easy to set up, easy to use, and designed to keep your team agile. From pre-built flows to drag-and-drop builders, everything is made to save you time and help you grow.
– Launch marketing faster with 80+ flows and 160+ email templates.
– Use AI to generate subject lines, messages, and segmentation rules.
– Rely less on developers and analysts.
5. One platform for customer connection
Whether you’re onboarding a first-time shopper, reactivating a lapsed subscriber, or up-selling a loyal VIP, Klaviyo helps you create consistent, connected journeys across the lifecycle. And with new service tools like Customer Hub and unified inbox, the experience doesn’t stop after the purchase.
– Deliver marketing and service experiences from a shared profile.
– Unify support conversations with marketing flows.
– Improve retention by building customer relationships with every interaction.
Key features of Klaviyo CRM with marketing
|
Feature |
Description |
Available on Klaviyo |
|---|---|---|
|
Unified customer profiles |
Combine behavioral, transactional, and support data into real-time profiles. | |
|
Segmentation engine |
Build dynamic segments using any data point across time. | |
|
Pre-built flows & templates |
Launch fast with 80+ flows and 160+ email templates. | |
|
Predictive analytics |
Forecast churn, LTV, and timing using built-in AI. | |
|
AI content generation |
Automatically write subject lines, messages, and segmentation logic. | |
|
Omnichannel orchestration |
Coordinate email, SMS, push, and WhatsApp from one platform. | |
|
Real-time reporting |
Track performance across channels and lifecycle stages. | |
|
Integrations & APIs |
400+ integrations and flexible APIs to centralize your stack. | |
How to get started with Klaviyo CRM with marketing
You don’t need to overhaul your tech stack to get started with Klaviyo B2C CRM. Just connect your store and tools, start syncing data, and begin building better relationships from day one.
Here’s how to get started:
1. Connect your data. Sync your ecommerce, service, and reviews platforms, and more.
2. Build smarter segments. Use Klaviyo’s intuitive segment builder to create specific audiences.
3. Launch your first journey. Start with a pre-built flow or create your own.
4. Let AI optimize. Use built-in intelligence to improve performance over time.
Klaviyo is more than a place to store your customer data. It turns that data into action across every message, channel, and journey.