Grow Customer Value
CRM & Automation
We implement CRM systems and automated workflows across email, SMS, and push notifications to deliver personalised engagement, nurture leads, and improve customer retention.
How we help
Most brands spend time and money getting new customers. But real growth comes from keeping them.
We help you build a CRM program that brings customers back. That means setting up automations, sending smart campaigns, and improving results every month - across email, SMS, WhatsApp, and app notifications.
We plan your customer journeys, segment your audience, design and send content, and track what’s working. We fit into whatever tools you use and focus on what matters most - getting customers to buy again.
Whether you're starting from scratch or scaling a mature setup, we adjust our approach to match your stage. No wasted tools or complexity. Just a clear program that works.
Why work with TAG?
- Full team across strategy, creative, and dev
- We handle planning, build, and execution
- Proven results and clear ROI every time
- AI tools to work smarter and faster
- Deep CRM experience across ecommerce and B2B
- We back our work with real numbers
What we deliver
CRM Audit and Strategy
We review your setup, map the customer journey, and build a clear plan. Whether you’re early stage or already advanced, we focus on the best next steps to drive repeat purchases and retention.
Automated Flows and Journeys
From onboarding to winback, we build automated customer journeys that run in the background and keep people coming back - with the right timing, content, and logic.
Campaign Planning and Execution
We plan and manage your campaigns end to end. That includes topics, segmentation, copy, design, QA, and reporting - so your team can stay focused on other work.
Segmentation and Personalisation
We define smart segments using behaviour, engagement, and customer status. As your program grows, we support more advanced features like RFM models and predictive recommendations.
Creative and Template Design
We design branded, responsive templates that perform across devices. Our modular setup makes it easy to reuse and scale high-quality content..
Testing and Measurement
We continuously test and improve your CRM performance. That includes A/B testing flows and campaigns, adjusting content, timing, and offers, and reviewing results. Every month, we deliver clear reporting that shows what’s working, what’s not, and what we’re changing next. We make sure CRM isn’t set-and-forget - it keeps getting better.
Frequently Asked Questions
1
What platforms do you work with?
We’re platform agnostic. For ecommerce, we often work with Klaviyo, Braze, and Emarsys. For B2B, we frequently support HubSpot. But we’ll work with whatever you’re using now - or help you choose the right fit.
2
Can you work with our team or existing resources?
Yes. We’re flexible in how we work and what we take on. Some clients want us to run everything end to end - from campaigns and automations to reporting and strategy. Others already manage parts of CRM in-house, like campaigns or creative, so we focus on areas like flow automation, testing, or measurement. We can also plug into your team, for example, working with your internal designers or content leads - and support delivery across strategy, execution, and reporting. We shape the engagement based on your setup and where we can add the most value.
3
What kind of results should we expect?
Our goal is to deliver real, measurable ROI from your CRM - not just clicks and opens, but actual revenue and profit uplift. We typically see improvements in repeat purchase rate, customer lifetime value, and CRM-driven revenue within the first 60 to 90 days. We also track the profit contribution from key automations, so you can clearly see the financial impact of your program.
Each month, we run a dedicated reporting session with your team. We review campaign and automation performance, identify what’s driving growth, and plan the next round of improvements together. It’s not just a report - it’s a working session that keeps your CRM moving forward.
4
Do you offer one-off projects or longer-term support - and how flexible is the engagement?
Yes to both. We offer three flexible ways to work together. You can start with a fixed project - like a strategy sprint, flow build, or onboarding - with a clear scope and cost. If things are still evolving, we can work on a time-based model where you only pay for the hours used. If you need a long-term partner, we can act as your CRM team - running campaigns, building automations, and handling reporting and planning each month. We’ll tailor the setup to match your stage, budget, and internal capacity.
5
What if our CRM setup is a mess or barely exists?
That’s totally fine. Many of our clients come to us with little or no structure in place. We’ll meet you where you are - whether that means cleaning up messy data, building from scratch, or scaling what you’ve already started. You don’t need to have it all figured out. That’s what we’re here for.
6
What’s the best way to get started?
We usually begin with a CRM audit. Once we have access to your platform, we review your current setup, flows, campaigns, segmentation, and reporting. From there, we highlight key opportunities to improve performance. We also run a kickoff session to understand your business goals, KPIs, and what success looks like - so everything we build is aligned from day one.
Related Services
Personalisation
Using data and AI-driven insights, we create tailored customer experiences that increase engagement and conversions.
Loyalty
We build and implement loyalty strategies that turn customers into repeat buyers and brand advocates.