CRM

So What Labs CRM

Customer lifecycle, lead scoring, and retention intelligence

Understand your customers across their entire lifecycle. From lead scoring to retention intelligence, every insight is connected to your marketing performance across all channels.

360°
Customer view across the entire lifecycle
Flat
Pricing – unlimited seats, no per-seat fees
24/7
Lead scoring and retention signals
5 min
To connect. No training needed.
Features

What’s inside

Customer Lifecycle
First touch to loyal advocate
697 customers
Lead
128
Active
342
Emma R.
3rd purchase
Loyal
186
Advocate
41
Stage transition: Emma R. moved Active → Loyal after her 3rd purchase in 90 days
Revenue by lifecycle stage · this quarter£115.3K
01

Customer Lifecycle

Track customers from first touch to loyal advocate. Understand every stage of the journey.

  • Full lifecycle tracking from acquisition to retention
  • Stage-based customer segmentation
  • Lifecycle stage transition analysis
  • Revenue attribution by lifecycle stage
Lead Scoring
Engagement · fit · behaviour
James P. · Fernwood & Co
0
Visited pricing 3xBudget fit
Priya S. · Northlight Ltd
0
Downloaded guideMid-market fit
Tom W. · Bexley Trading
0
Single page view
Scores update automatically from marketing activity2 leads ready for outreach
02

Lead Scoring

Score leads based on engagement, fit, and behaviour to focus on what converts.

  • Multi-factor lead scoring
  • Behavioural and demographic signals
  • Score-based prioritisation
  • Automatic score updates from marketing activity
Retention Intelligence
3 at risk
Oakview Interiors
Engagement down 6 weeks · LTV £2,140
78%
churn risk
Hartley & Sons
No purchase in 120 days · LTV £1,380
64%
churn risk
Willow Home Goods
Email opens declining · LTV £960
41%
churn risk
Churn predicted before it happens – win-back campaign triggered while there's still time
Retention rate · Loyal segment91% · +3pts this quarter
03

Retention Intelligence

Identify at-risk customers before they churn and understand what keeps them.

  • Churn risk prediction
  • Engagement trend monitoring
  • Win-back campaign triggers
  • Retention rate tracking by segment
Customer Segments
RFM · behavioural clustering
Dynamic
Champions
214
High recency, frequency, value
Loyal
486
Steady repeat purchasers
At Risk
132
Slipping engagement
Hibernating
98
No activity in 90+ days
Dynamic update: 4 customers re-engaged – cross-channel engagement score lifted them out of At Risk
Segments built on real behaviour, not just demographics930 customers segmented
04

Customer Segmentation

Build segments based on real behaviour, not just demographics.

  • RFM-based segmentation
  • Behavioural clustering
  • Cross-channel engagement scoring
  • Dynamic segment updates
Unified Customer Profile
Every channel · one view
SL
Sophie L.
Acquired via Google Ads · LTV £212
Active
Google AdsClicked "Brand – Exact" adDay 1
EmailResponded to welcome campaignDay 3
StoreFirst purchase · £74Day 5
Campaign response tracked end to end – marketing attribution connected to CRM outcomes
Revenue attributed to Google Ads · this month£8,360
05

Cross-Channel Integration

Connect CRM data to your marketing channels for a complete customer view.

  • Unified customer profile across channels
  • Marketing attribution to CRM outcomes
  • Campaign response tracking
  • Revenue attribution by marketing source
Customer Health Digest
Today, 7:15am
Health
82/100
+4
Retention
91%
+3pts
At Risk
27
-8
New Leads
64
+12
Churn alert
3 high-value customers showing early churn signals – review before Friday
Growth opportunity
Champions segment responds 2.4x better to early access – 214 customers ready
Top segment this weekLoyal · £18.2K revenue
06

Reports & Recommendations

Actionable CRM insights delivered daily.

  • Customer health dashboard
  • Segment performance reports
  • Churn risk alerts
  • Growth opportunity recommendations
Cross-Channel Intelligence

A CRM that knows the full marketing picture

So What Labs CRM doesn't just track customers – it connects their lifecycle to every marketing touchpoint. Acquisition source, engagement signals, purchase history, and campaign response all feed into one unified profile.

So What Labs CDP

Attributes each customer's journey from first ad click to repeat purchase with independent tracking

Shopify

Enriches customer profiles with purchase frequency, order value, and product preferences

Klaviyo

Combines email engagement signals with CRM data to score retention risk more accurately

Google Ads

Connects acquisition cost to lifetime value so you know which campaigns bring your best customers

Connected to
So What Labs CDPShopify Strategy EngineKlaviyo OptimiserGoogle Ads Optimiser

Everything you get

Customer Lifecycle
Lead Scoring
Retention Intelligence
Customer Segmentation
Cross-Channel Integration
Churn Prediction
Reports
Recommendations
Pricing

Simple, honest pricing

from£300/month

Starter tier. Price is set by your monthly visits and ad spend, not by which features you get. See all three tiers.

Flat rate with no per-seat pricing. Self-serve, no credit card to start, cancel anytime.

Start free, cancel anytime. You see what the system finds on your own account before you pay for anything.

No Lock-In
Good to know

Questions, answered

Do we have to switch from our existing CRM?

No. You can run it as the marketing-side lead store alongside HubSpot or Salesforce – leads arrive scored and lifecycle-tracked, and your sales stack stays as it is. Native connections to external CRMs are on the roadmap.

How does the flat pricing work?

£300/month covers your whole team – no per-seat fees. Against per-seat CRMs, it typically pays for itself from around five users.

How long does setup take?

About 5 minutes to connect your customer data. Your first insights land the next morning, and your full Marketing Health Report arrives within 48 hours. No onboarding calls, no training.

What if it doesn't pay for itself?

Start with a free marketing scan and see what it finds on your own account before you pay anything. There's no contract and you can cancel anytime.

Does it work alongside my agency or team?

Yes. Every insight shows its reasoning and financial impact, and the full audit trail records what changed and why – so whoever runs your accounts stays in control and in the loop.

Book Your Demo

So What are you waiting for?

Connect 2 channels. Get your Marketing Health Report in 48 hours. See exactly where your budget leaks, what you’re missing, and what autonomous marketing looks like for your business.

No credit card. No commitment. Just clarity.