Sales engine
The 10 features
Foundations · Free or Starter
The unified profile. One row per customer, 60+ fields, identities merged across channels, all events on one timeline.
Audiences that build and maintain themselves. Powers campaigns, journeys, and ad audiences.
Coordinated multi-channel sends. Approval workflow, fatigue safety, per-channel localization, holdout-based lift.
Multi-step event-triggered flows. 7 built-in journeys ship out of the box; custom journeys on Pro+.
Audit-grade opt-in records, sub-10s global unsubscribe, region-aware consent, full GDPR tooling.
Insight · Pro or Agency
Multi-touch across all channels, 6 model variants. Holdout-based incrementality on Agency+.
Per-customer 90-day & 12-month forecasts. Powers bid caps, loyalty thresholds, VIP tiering.
A/B + multivariate + always-on shop holdouts. Sample-size guardrails, significance reporting.
Continuous monitoring on 50+ KPIs with day-of-week baselines, severity classification, cause hints.
How the features compose — a typical merchant journey
This isn't sequential — most merchants pick up multiple features at once. But there's a natural order of value.
| When | What unlocks | Why it matters |
|---|---|---|
| Day 0 (Free) | Customer 360 + GDPR start automatically on install | Clean, audit-grade data from minute one — no setup |
| Week 1 (Starter) | Built-in journeys, 5–10 segments, first campaign, attribution on | Replaces Klaviyo + WhatsApp tool + SMS tool |
| Month 3 (Pro) | Predictive LTV, weekly experiments, anomaly detection | Marketing decisions made with data, not gut |
| Year 1 (Agency) | Holdouts on every recurring journey, always-on 1–5% shop holdout, multi-shop roll-up | CFO finally has a clean "what's marketing worth?" answer |
Plan tier summary
| Tier | What you get | Best for |
|---|---|---|
| Free | Customer 360, GDPR, basic Email/SMS, 5 segments, basic A/B | Founders shipping their first store |
| Starter | + WhatsApp, all built-in journeys, 25 segments, basic attribution | Stores under $1M/year |
| Pro | + Custom journeys, predictive LTV, multivariate experiments, anomaly detection, advanced attribution | Stores $1–20M/year |
| Agency | + Approval workflows, holdouts, multi-shop roll-up, segment libraries | Agencies + multi-store brands |
| Enterprise | + Custom retention, custom model training, DPO reports, SLAs | $50M+ revenue, regulated industries |
The plan-tier matrix on each feature page shows the granular breakdown.
Real merchant outcomes (medians from year-1 deployments)
| Outcome | Lift |
|---|---|
| Repeat-purchase rate (90d) | +18% |
| Revenue per recipient (campaigns) | +14% |
| Win-back conversion | 3.2× vs. blanket re-engagement |
| Hours per week on segmentation | ~6h saved |
| Unsubscribe rate per send | −40% |
| ROAS on retargeting (Pro+) | +22% (LTV-aware bid caps) |
| Time from "something broke" → detection | 2–4h vs. 1–3 weeks |
| Cross-tool unsubscribe leakage tickets | −95% |
| GDPR deletion request turnaround | < 24h vs. weeks of manual work |
Each feature page details the mechanism behind these — the numbers are real but vary by category, scale, and brand discipline.
Where to go next
| Reader | Where to start |
|---|---|
| First-time visitor | Customer 360 — the foundation everything else uses |
| Just installed the app | Activate the built-in journeys; they recover money on day 1 |
| Choosing between us and Klaviyo | Attribution & revenue — the multi-touch view single-channel tools can't deliver |
| Considering a Pro upgrade | Predictive LTV — the single biggest leverage point at scale |
| Agency evaluating for clients | Experiments & holdouts — agency-tier holdouts are the killer feature |
| GDPR / compliance officer | GDPR & consent — audit-grade everything |
| CTO / engineer | Developer docs — APIs, webhooks, programmatic access |
See also
- Communications — per-channel delivery rules (the layer below sales-engine)
- Analytics & reporting — dashboards that read sales-engine data
- Storefront widgets — opt-in capture surfaces
- Multichannel — marketplace integration that joins back to sales-engine
- Developer docs — programmatic access to every feature
Why this engine exists — the long version
Most Shopify stores grow by stitching together five or six tools. Klaviyo for email. A separate WhatsApp provider. A separate SMS tool. Maybe a CDP, maybe not. Meta's audience manager. Google Analytics for everything else. Each tool sees only its own touchpoints, has its own copy of the customer, its own segments, its own unsubscribe list, its own attribution claim.
The result is the well-known marketing-stack tax: a customer unsubscribes in one tool, gets messaged from another. Two tools both claim 60% of a conversion. Segments built in one tool can't fire journeys in another. Hours per week disappear into manual reconciliation. And worst — the strategic questions ("which channel earns?", "which customers are worth retaining?", "which journey is causal?") never get clean answers because no one tool sees the whole picture.
The sales engine is the integrated answer. One unified profile per customer (Customer 360) feeds every other feature, on every channel, with one audit-grade compliance layer. Segments rebuild themselves. Journeys orchestrate across channels respecting one fatigue cap. Attribution is multi-touch across all your touchpoints. Experiments and holdouts give you causal answers. Predictive LTV makes spending decisions math, not gut.
The cumulative effect — measurable in the typical-lift table on each feature page — is that marketing operations stop being a zero-sum political debate and start being an ROI question with real answers. That changes how you grow.