The CRM your ads and AI agents can use — not just your team
Turn your Shopify Customer Segments into Google Smart Bidding audiences — consented and real-time.
CRM Sync is a Shopify-native, consent-first alternative to Klaviyo that turns your existing Shopify Customer Segments into Google Smart Bidding audiences — tagged with consented identity, valued with real revenue, and flagged the moment a conversion happens.
Use it with the CRM, ERP, customer-service and RMA systems you already run — Salesforce, Dynamics, Klaviyo, Braze — as an additive entitlement layer. Use it to migrate off a custom build. Graduate to standalone infrastructure. Every stage runs the same consent-gated data plane, so your AI workflows — segments, bidding, agent actions — carry over untouched.
VS HUBSPOT
HubSpot bolts AI onto the CRM you log into. CRM Sync is the CRM an AI logs into.
VS ATTIO
Attio is data-driven for your team. CRM Sync is data-addressable for your agents.
VS KLAVIYO
Klaviyo emails the segment. CRM Sync bids on it.
POINT OF DIFFERENCE
01
Consent-first, not page-view-first
We optimize the appreciating asset — the consented login — while marketing apps still pivot on the depreciating page view.
It's the shift the funnel already made; most tools haven't.
It's the shift the funnel already made; most tools haven't.
02
One segment, two activations — GA4-linked
Your Shopify segment drives Shopify Email (free) and Google Smart Bidding (CRM Sync) from a single, consistent definition. Klaviyo's segments never touch your Google bidding.
03
Smart Bidding on the tagged, immediately-flagged conversion
Consented identity + real revenue + real-time flag → the algorithm bids on truth. Everyone else feeds it a latent, anonymous, page-view-inferred conversion.
04
Agent-addressable and
AEO-ready by construction
The same consented data an AI answer engine cites and an agent transacts on under a scoped mandate. Page view → consented login → agent-transactable is one continuous line.
05
Productized, not DIY
Maintained, including the consent, compliance, integrate all the Plugins and data you collect, from your customers.
We set up our secure backend server, on the same consent platform Shopify already uses.
Bid is automatically placed with Agentic Search optimized.
Encryption is included with login.
Trust Framework is Agent Secure.
Consent travels with permissions.
We set up our secure backend server, on the same consent platform Shopify already uses.
Bid is automatically placed with Agentic Search optimized.
Encryption is included with login.
Trust Framework is Agent Secure.
Consent travels with permissions.
FUTURE of CRM
Today's CRMs organize customers.
The future CRM activates them.
HubSpot and Attio store your customers; Klaviyo emails them. None turn a consented segment into a Smart-Bidding conversion, an agent action, or an AI-answer citation — and none ride on the free Shopify data you already have.
This application was created specifically for Agentic User Data, where networks of humans and agents integrate and inform in real time.
This application was created specifically for Agentic User Data, where networks of humans and agents integrate and inform in real time.
CAPABILITY
CRM Sync
Future CRM
Future CRM
HUBSPOT
ATTIO
KLAVIYO
Consent as a runtime primitive (not a suppression checkbox)
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One segment → email and Google Smart Bidding
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Smart Bidding on a tagged, consented, real-time conversion
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Agent-addressable under scoped mandates
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AEO / answer-engine grounding
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Nothing to build — activates your existing Shopify segments
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Consent history that tags the Google Signal (Consent Mode v2)
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Agentic carts + Google search checkout (A2A / AP2 grants & permissions)
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The flexibility that makes Attio powerful is the flexibility that makes it hard to set up. CRM Sync has no data model to configure —
it rides the Shopify Customer Segments you already have, so time-to-value is measured in minutes, not a rollout.
it rides the Shopify Customer Segments you already have, so time-to-value is measured in minutes, not a rollout.
The system · Included with every purchase