The AI-Powered CRM Built
for Shopify Apps & Agencies
Bring marketing, sales, support, and Shopify data together in one CRM. Manage the complete merchant journey from app install and first conversation to conversion, onboarding, retention, and growth.
Trusted by growing teams
Keep Every Stage of the Customer Journey Connected
Connect every stage of your Shopify merchant journey with the same customer profile. Keep conversations, activity, ownership, and next steps accessible across teams.
Everything Your Teams Need
to Manage the Merchant Journey
Bring Your Shopify App Data Into Your CRM
Access merchant and app information alongside customer conversations and CRM activity.
- Store name, URL, contact details, and location
- Available install date, app status, and plan information
- Install and uninstall activity
- Available subscription and customer status information
- Connected messages, calls, meetings, deals, tickets, and tasks
Give Every Install a Next Step
Build workflows to welcome merchants, assign owners, guide onboarding, and follow up when a merchant uninstalls.
- Install and uninstall triggers
- Automatic merchant record updates
- Owner assignment and alerts
- Welcome and onboarding messages
- Feedback requests after uninstall
- Automated win-back follow-ups
Bring Every New Enquiry Into Your CRM
Capture enquiries from Meta Ads, Google Ads, website forms, and other connected sources.
- Automatic lead profile creation
- Lead source tracking
- Owner assignment
- Follow-up workflows
Keep Every Merchant Conversation Connected
Manage WhatsApp and email conversations in a shared inbox, with calling available inside the CRM.
- Shared team inbox
- Customer conversation history
- Built-in calling
- Templates and automated replies
- Conversations connected to customer records
Let AI Engage, Qualify, and Support Merchants
Use AI to answer routine questions, collect requirements, qualify prospects, and hand conversations to your team.
- Initial enquiry engagement
- Merchant requirement collection
- Lead qualification
- Product and support answers
- Meeting booking assistance
- Knowledge base and website sync
- Custom instructions and handoff rules
Turn Qualified Merchants Into Paying Customers
Manage opportunities with clear stages, owners, and next actions.
- Visual deal pipeline
- Tasks and reminders
- Notes and conversation history
- Automated follow-ups
- Quotes and invoices
Turn Sales Interest Into Booked Meetings
Let prospects book a time and keep meeting details, notes, and follow-ups connected to their CRM record.
- Booking links and team availability
- Zoom and Google Meet integration
- Automated reminders
- AI recordings and transcripts
- Summaries with key points and next steps
Engage Merchants at Every Stage of Their Journey
Segment merchants using available Shopify and CRM data, then send relevant email and WhatsApp campaigns.
- Email and WhatsApp campaigns
- Automated onboarding journeys
- Trial reminders and follow-ups
- Re-engagement campaigns
- Campaign performance reporting
Know the Merchant Before You Reply
Manage customer issues with merchant information and previous interactions available to your team.
- Tickets from email, WhatsApp, and chat
- Agent and team assignment
- Ticket status tracking
- AI support and live agent handoff
- Internal notes and custom ticket views
- Connected customer history
From Closed Deal to Successful Onboarding
Organise implementation work with projects, tasks, owners, deadlines, files, and customer updates.
- Projects for merchant onboarding
- Tasks with clear owners
- Deadlines and progress tracking
- Files and documents in one place
- Customer updates and team collaboration
- Connected merchant history
Your Shopify Customer Journey in One Dashboard
Review available business data alongside sales, marketing, and support activity.
- Install and uninstall activity
- Available customer and subscription metrics
- Install-to-trial-to-paid conversion
- Demos, deals, calls, follow-ups, and tickets
- Lead sources and campaign engagement
- Team performance
Keep Every Team Connected
to Merchant Growth
Access available store information, app activity, and customer history in one profile.
Use welcome workflows and assigned owners to start engagement promptly.
Give your team clear pipeline stages, meeting details, and follow-up tasks.
Send messages based on merchant lifecycle stage and activity.
Use AI and automation for routine conversations, information collection, and follow-ups.
Keep previous conversations and issue details accessible to the next agent.
Make project owners, tasks, and deadlines visible throughout implementation.
Use reporting to review customer progress and team activity.
Connected Workflows
for Apps and Agencies
Shopify Apps
Manage merchant relationships from installation through ongoing support and retention.
- Merchant profiles and app activity
- Trial engagement and conversion
- AI sales and support
- Lifecycle campaigns
- Uninstall feedback and recovery
- Available business reporting
Shopify Agencies
Manage client relationships and delivery from the first enquiry through ongoing support.
- Lead management and sales pipelines
- Calls, meetings, and proposals
- Client onboarding and projects
- Tasks, owners, and deadlines
- Customer communication and support
Why Choose Us for Your Shopify Customer Journey?
Connect marketing, sales, and support across every merchant interaction.
Manage work across marketing, sales, onboarding, and support.
Keep merchant information and CRM history connected.
We Understand the Journey.
Because We’ve Lived It.
Our experience building products and working with Shopify merchants, apps, agencies, and partners shaped AiEngage.
We built it to help teams keep customer information, communication, and daily work connected throughout the merchant journey.
