CRM & support
Customer Shepherd
Customer relationships, support, and marketing inside your store admin.
Coming soonCustomer Shepherd is the planned CRM layer of the suite: contact and pipeline management, marketing automation, and customer support workflows including refund processing, using the customer and order data your store already collects.
- Contact management: profiles, emails, phones, and history (planned)
- Sales pipeline: leads, opportunities, goals, and activity tracking (planned)
- Marketing automation across email and social campaigns (planned)
- Support workflows: tickets, FAQs, documentation, and refund processing (planned)
- Builds on customer LTV data Market Shepherd tracks today
CRM without the data sync.
Standalone CRMs spend much of their setup syncing commerce data. Customer Shepherd starts where that data already lives. Every order, customer metric, and contact record is in your database from day one.
- Customer accounts and lifetime metrics already shipping in Market Shepherd
- Order history and contact info already captured at checkout
- No connector subscriptions, no sync jobs, no duplicate records
What's planned.
The roadmap covers pipeline tracking for wholesale and B2B conversations, campaign automation for retention, and a support surface that can act on orders, including refunds, directly.
- Lead and opportunity pipeline with goals
- Email and social campaign execution
- Support ticketing with order context and refund actions
- FAQ and documentation publishing
What's inside.
In development
Follow the docs site for status and early access.
Same admin
Will live alongside catalog, orders, and settings.
Your data
CRM records in your database, like everything else.
Related platform features
Pairs well with
Get notified when it ships.
Talk to us about early access and the CRM workflows you need most.