Marketing Automation & CRM Integration

The best marketing often goes unnoticed. Not because it’s forgettable—but because it shows up exactly when it should. A nudge. A reminder. A message that feels less like a blast, and more like a conversation you meant to have anyway.

Automation only works when it feels human. We design systems that support relationships across the full journey—before, during, and long after a purchase. Every flow we build is shaped by real behavior, not just a calendar or a list. The goal isn’t to send more—it’s to send better.

Whether you’re onboarding new members, guiding a shopper back to their cart, or re-engaging lapsed donors, our approach to automation is grounded in empathy and timing.

Marketing Automation & CRM Integration

The best marketing often goes unnoticed. Not because it’s forgettable—but because it shows up exactly when it should. A nudge. A reminder. A message that feels less like a blast, and more like a conversation you meant to have anyway.

Automation only works when it feels human. We design systems that support relationships across the full journey—before, during, and long after a purchase. Every flow we build is shaped by real behavior, not just a calendar or a list. The goal isn’t to send more—it’s to send better.

Whether you’re onboarding new members, guiding a shopper back to their cart, or re-engaging lapsed donors, our approach to automation is grounded in empathy and timing.

Lifecycle Journeys That Reflect Real Behavior

We map out full lifecycle campaigns—from pre-purchase inspiration to post-purchase retention. This includes:

  • In-cart nudges and product recs for ecommerce
  • Loyalty rewards and win-back flows for returning customers
  • Renewal journeys and tiered benefit reminders for subscription and membership-based models
  • Post-event and post-donation thank-you sequences for nonprofits

Our work integrates both content and cadence—ensuring each message is timely, relevant, and on-brand.

CRM Systems That Actually Talk to Each Other

We work inside and around the systems our clients already use. That includes Salesforce, HubSpot, Klaviyo, ActiveCampaign, Mailchimp, Constant Contact, and Tessitura. We don’t just plug in templates—we build automations that reflect your customer lifecycle, your team structure, and your business goals.

For ecommerce brands, that means abandoned cart flows, cross-sells, and real-time syncs with platforms like Shopify and WooCommerce. For nonprofits and community organizations, it often means streamlining donor management, event registration, and personalized follow-up. For service-based and B2B clients, we map workflows for lead nurturing, demo requests, and sales enablement.

Where needed, we tap into API Integration to create seamless cross-system syncs—so data doesn’t get stuck in silos, and your audiences don’t feel like strangers.

Make it Personal—Automatically

Personalization starts with segmentation. We tag behavior, segment audiences, and use dynamic content to make sure each message reflects where someone is in their journey—not just what list they’re on.

Sign-up flows. Referral prompts. Feedback requests. Product guides. Booking confirmations. We build them all—and then build the logic behind them. Because great automation doesn’t just send emails. It strengthens connection.

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The wider the lens,
the sharper the view.

By intention, we work across industries—because depth matters, but so does breadth. Range fuels fresh thinking. Creative tension sparks better questions. And curiosity? That’s where the breakthroughs begin.

It's different here.

From Portland to Bend, Seattle to Sausalito—our teams are spread across the West Coast, nestled between forests, surf breaks, and the occasional volcano. The kind of landscape that fuels bold ideas and creative mischief.

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