Unified profiles
One record per customer, matched across phone, email and social accounts.
Customers & CRM
Every customer on one page: what they bought, said and clicked.
AjVik brings orders, Instagram and Messenger chats, emails, texts and store visits together on a single profile. Segment your buyers, follow up on leads and keep consent records straight.
7-day trial · No card to start · $0 setup
- IMaya R.Is the blue linen shirt in size M?Instagram
- WCarlos D.How much is shipping to Austin?WhatsApp
- SJordan K.Where is my order #1038?Store chat
- AIAuto-reply sentShared price + buy link for "Blue linen shirt"
Customers & CRM
What the CRM holds
Segments
Groups by spend, products bought, state, last order and more, updated automatically.
Leads
Capture inquiries from forms, chats and ads before they buy, and follow up.
AI lead scoring
Leads ranked by how likely they are to buy, with the reasons shown.
Timeline and notes
Orders, messages and campaign clicks in date order, with team notes alongside.
Consent and privacy requests
Consent per channel, with data access and deletion requests under laws like the CCPA handled in one place.
Profiles and timeline
The whole story before you reply.
When a customer messages you, you see their orders, returns, past chats and notes in one view. No more asking “what was your order number?”.
- Orders, returns and refunds with status
- Instagram, Messenger, WhatsApp, email and live chat conversations
- Campaigns received and links clicked
- Private team notes and tags
- Lifetime spend and order history
Hi, I want 2 of the soy candles
Great choice! 2 × Soy candle = $24. Pay here: ajvik.link/p/8KD2
Paid ✅
Order #1043 confirmed · Ships tomorrow
Segments
Lists that keep themselves up to date.
Build a segment once with simple conditions. Customers move in and out as they order, so campaigns always reach the right people.
- Conditions on spend, order count, products, state and last order date
- Segments for high spenders, repeat buyers or lapsed customers
- Use segments in campaigns, discounts and ads audiences
- Export a segment when you need it elsewhere
AudienceBought in last 90 days · 1,240
Black Friday is live 🛍️ 20% off everything through Monday. Tap to shop → Reply STOP to opt out
Delivered1,198
Orders attributed63
Leads and consent
Follow up on interest, with permission in place.
Not every inquiry turns into an order the same day. Leads keep track of people who asked, and AI scoring shows who to contact first. Consent records keep your messaging lawful.
- Leads from store forms, chats and ad lead forms
- AI score with reasons, such as repeat visits or a high-value inquiry
- Assign leads to team members and set follow-up dates
- Email and SMS consent captured per channel, with GDPR support for European buyers
- Requests to access or delete data logged and completed on time, as the CCPA and CPRA expect
FAQ
Frequently asked questions
Can't find what you're looking for? Our team replies within one working day.
Do I need a separate CRM?
For most sellers, no. Customers, leads, segments, notes and consent are built into AjVik and share data with orders, inbox and campaigns. Enterprise teams can also sync data out through the API.
How are duplicate customers handled?
AjVik matches profiles by phone number and email, and you can merge records that it could not match on its own.
Are customer accounts shared between my stores?
No. Each store has its own customers, so a buyer on one of your stores is separate from the same person on another.
What does the CCPA mean for me?
The California Consumer Privacy Act, as amended by the CPRA, gives California residents the right to know what data a business holds about them and to ask for it to be deleted, and it applies to businesses that meet its thresholds. Other states have passed similar laws. AjVik records consent per channel and gives you a queue for access and deletion requests. Check with a lawyer about which laws apply to you.
How does AI lead scoring work?
It looks at signals like visits, inquiries, products viewed and past behavior to estimate how likely a lead is to buy, and shows the main reasons. It is a guide for who to contact first, not a guarantee.
Can I import my existing customer list?
Yes, from a CSV or Excel file, or from Shopify and WooCommerce during a store move. Bring consent status with the list so you only message people who agreed.
Your first order is closer than you think
Know your customers by name, not by order number.
Start a 7-day trial and see your first customer timeline fill in.
- 7-day trial on every plan
- No card needed to start
- $0 setup, cancel any time
- Payments settle to your own bank