Customer Intelligence & Growth Engine

More than a CRM — a full-funnel engine that sees, understands & grows every customer.

One platform that unifies your website, WhatsApp, email, ads & store into a single intelligent customer view — with the insights and automation a standard CRM simply can't give you.

Data physically isolated per brand No rip-and-replace Live in days, not months
🔒 app.digistexcrmhub.com/overview
Sample · masked data

Growth Overview

Unified across web · WhatsApp · email · ads · store

Live
Identified visitors
0
▲ 23.4%
Revenue attributed
₹0
▲ 18.1%
Win rate
0%
▲ 4.2pts
Recovered carts
0
▲ 31.7%
Attributed revenue by channel — last 8 weeks▲ trending
W1
W2
W3
W4
W5
W6
W7
W8
Insight & power at every stage

One engine for the entire customer journey

From the first anonymous click to the third repeat purchase — Digistex4u CRM Hub works the whole funnel, not just the contacts you already have.

🎯

Acquire

Know who's really coming in
  • First-party visitor tracking — see anonymous website visitors, not just saved contacts
  • Identity stitching — web visit → WhatsApp → order becomes one profile
  • Ad-loop attribution — recover lost Google/Meta clicks & push conversions back for better ROAS
  • Device-price targeting — infer buying power from device value & prioritise high-tier leads
💬

Engage

Reach them on the right channel
  • WhatsApp + Email journeys & automations across the lifecycle
  • Abandoned-cart recovery with the real personalised checkout link captured
  • AI copywriter — on-brand messages & branded email templates in seconds
📈

Convert

Turn interest into revenue
  • Live conversion tracking — same-month + carryover cohorts, per rep
  • Lead & deal funnels by life stage; phase-wise monthly cadence
  • Leak detection — caller leaderboards & quoted-vs-won value gaps
🔄

Retain & Grow

Keep them coming back
  • RFM segmentation & automated win-back / lifecycle journeys
  • 360° customer profiles with category & product affinity
  • On-site personalization — tailor the store to each visitor
Inside the product

See your own data come alive

Real screens from the platform — shown here with masked, sample data. Every number, name and value below is illustrative.

Show the product for my setup:
360° customer profile
Every signal about one customer — unified in a single view
Masked data
P•
P•••• M••••
Mumbai, IN · Customer since Mar '24
★ Champion
₹84,200
Lifetime value
14
Orders
₹6,014
Avg order
2d
Last seen
📱 Device-price targeting KEY FEATURE
iPhone 15 Pro
Est. device value ₹1.3L · iOS
Tier 1 · High buying power
Affluence score 88/100 — auto-prioritised for premium offers & higher ad bids.
Channels connected
WhatsApp Email Shopify Meta
Product & category affinity
Skincare · 68% Premium SKUs Repeat buyer Festive seasonal
Recent activity
2d agoOrder #48•• — ₹6,480 · paid
5d agoOpened win-back WhatsApp journey
11d agoClicked Meta ad → premium serum
18d agoBrowsed 3 products · no purchase
Conversion funnel
Store funnel · Shopify orders · this month
Lead & deal funnel · won deals · this month
Masked data
Store sessions128,400
100%
Added to cart43,700 −66.0%
34%
Checkout started24,400 −44.2%
19%
Paid orders18,020 ↑ ₹42.6L
14%
Website visitors identified18,420
100%
Engaged (WhatsApp / email)7,960 −56.8%
43%
Qualified leads & deals2,310 −71.0%
24%
Won — revenue booked786 ↑ ₹42.6L
14%
RFM segmentation
Auto-built from purchase behaviour
Masked data
0
Champions
0
Loyal
0
Potential
0
New
0
At risk
0
Hibernating
Abandoned-cart recovery
Shopify checkouts · WhatsApp + email
Masked data
3,240
Carts abandoned
1,284
Recovered
₹9.8L
Revenue back
Recovery rate39.6%
WhatsApp
812
Email
472
Fired on the real personalised checkout link — no sales CRM needed.
Caller leaderboard
Leak detection · quoted vs won
Masked data
1
A•
A•••• R.Inside sales
₹9.4L62% win
2
S•
S•••• K.Inside sales
₹7.8L54% win
3
M•
M•••• P.Retention
₹6.1L49% win
4
R•
R•••• N.Inside sales
₹4.9L⚠ 22% leak
Engagement analytics
Delivery · open · click · read — built in
Masked data
98%
Delivered
WhatsApp
76%
Open rate
Email
41%
Click rate
Journeys
88%
Read rate
Broadcasts
Identity stitching & revenue attribution
One anonymous visitor → one profile → revenue traced to the exact ad
Masked data
👤
Anonymous visitor
device_9f2a··· · Meta ad click
14:02
💬
WhatsApp opt-in
+91 98••• ••210
14:19
✉️
Email captured
a••••@••••.com
Day 2
Unified profile → Order #48••
Same customer · ₹6,480 · attributed
Day 3
Meta Ads₹18.2L
Google Ads₹13.4L
WhatsApp₹7.1L
Email₹3.9L
TOTAL ATTRIBUTED
₹42.6L
field-level provenance ✓
The tracking difference

Standard tracking quietly loses your customers. Ours is engineered not to.

Most storefront analytics lose a large share of the people they're meant to measure — to ad blockers, browser privacy resets and bots. CRM Hub is built first-party and server-side to close those leaks.

What standard tracking loses
  • Ad blockers & privacy settings silently block third-party pixels
  • Apple's ITP wipes browser-set cookies in about 7 days
  • Bots & link-preview crawlers inflate your numbers with visitors who were never real
  • Returning shoppers come back as brand-new strangers — history and attribution lost
How CRM Hub closes it
  • First-party pixel on your own domain — not blocked like third-party tags
  • Server-set identity cookie that survives Safari's 7-day cap
  • Bot & crawler filtering at capture — real customers only
  • Identity resolution re-recognises returning shoppers with their full history intact
🌐

First-party pixel, your domain

Tracking runs as a first-party script served from your own domain — unblockable like third-party tags, and the data it collects is yours.

🖥️

Server-side capture

IP and precise geo — city, region, timezone — are read on the server, so they can't be spoofed or ad-blocked, and VPN or out-of-market traffic is flagged.

🍎

Survives Apple's ITP

A durable, server-set cookie isn't subject to Safari's ~7-day limit, so a returning iPhone shopper is still the same person weeks later.

🤖

Bot & crawler filtering

Automation and link-preview bots — the ones that fire on every WhatsApp, Facebook or LinkedIn share — are detected at capture, so your metrics stay honest.

📱

Device intelligence

Every visitor is profiled by device model, brand and price tier, plus a composite fingerprint that stitches sessions together before they identify.

📡

Reliable capture on exit

Events use resilient background transmission that mobile browsers honour even as a tab closes — short sessions and last-second actions aren't dropped.

From anonymous to known — resolved automatically
1AnonymousFirst click, device signal only
2IdentifiedPhone or email captured
3KnownSessions merged into one profile
4CustomerPurchase, fully attributed
Deterministic phone/email — never overwritten once set GCLID & FBCLID held immutable for attribution Device-fingerprint session merging Event backfill — earlier activity attributed retroactively
Pick your plan

Three ways to run your CRM Hub

Start lean and scale as your data matures — from automation journeys to a fully unified, offline-to-online customer graph. Every plan is a managed package, set up and run for you.

🚀

Kickoff

Launch your retention engine on WhatsApp & email.

Custompricing

Tailored to your revenue & message volume.

Get started →
What's included
  • Email + WhatsApp automation journeys
  • Customer segmentation
  • One-time broadcast campaigns
💎

Advanced

Unify sales + marketing, online + offline, into one profile.

Custompricing

Tailored to your revenue & message volume.

Talk to us →
Everything in Growth, plus
  • Sales CRM ↔ marketing CRM connection
  • Advanced customer mapping — offline + online

Not sure which fits? Book a walkthrough and we'll map the right plan to your funnel.

Fits your stack

No sales CRM? You don't need one.

If you sell on Shopify, your store is already your customer database. Digistex4u CRM Hub runs the entire funnel off Shopify — and layers in a sales CRM only if and when you start selling by phone.

📞

Shopify + Sales CRM

Add Freshsales-style deal tracking when a team sells by phone or quote.

  • Deal pipeline by stage & rep, on top of store data
  • Caller leaderboard & quoted-vs-won leak detection
  • Won-deal tracking with same-month + carryover cohorts
  • Everything from Shopify-only, plus the sales layer
  • Turn it on per brand — no migration

Start on Shopify today · add a sales CRM the day you need it — same hub, same data.

Why it's not a normal CRM

Sees anonymous visitors, not just contacts you already have

Connects every channel — web, WhatsApp, email, ads & store — to one customer

Attributes revenue back to the exact ad that earned it

Field-level data provenance — know which platform set every value

Engagement analytics — open, click, delivery & read rates built in

Compliance-ready — suppression lists & one-click unsubscribe

For the technical buyer

The protocols behind the platform

If your team — or your clients — want the technical language, here's what CRM Hub is built on, and why each piece matters.

Term
What it is
Why it matters
First-party data
Data you collect directly on your own domain
Not blocked like third-party pixels; the foundation of privacy-era marketing
Server-side tracking
Capturing signals (IP, geo) on the server, not the browser
Can't be spoofed or ad-blocked; far more reliable than client-side lookups
ITP (Intelligent Tracking Prevention)
Safari's privacy system that deletes browser-set cookies after ~7 days
CRM Hub's server-set cookie escapes this cap, so identities persist
HttpOnly / Secure / SameSite cookies
Hardened cookie attributes set by the server
More durable and more secure than ordinary JavaScript cookies
Device fingerprinting
A composite signature from device, browser and screen traits
Stitches a person's sessions together before they log in or buy
Identity resolution / identity graph
Linking anonymous activity to a real, known customer
Turns scattered sessions into one profile with full history
Meta Conversions API (CAPI)
A server-to-server feed of conversions to Meta
Recovers ad attribution lost to browser blocking; improves optimisation
SHA-256 hashed match keys
Customer identifiers hashed before they're sent to ad platforms
Strong ad matching without exposing raw personal data
Bot / crawler filtering
Detecting automated and link-preview traffic at capture
Keeps real-customer metrics clean and honest
Database-per-brand isolation
Each brand's data lives in its own physically separate database
True data separation for agencies running multiple clients

Built first-party and consent-ready for India's DPDP Act 2023 — personal identifiers are SHA-256 hashed before they ever reach an ad platform, and per-brand credentials are read server-side only, never exposed to the browser.

🏢

Built for agencies & multi-brand groups

Run 10+ brands from one hub — each brand's data physically isolated in its own database, self-serve onboarding & integrations, and unified health monitoring across the entire portfolio.

0
Brands per hub
100%
Data isolation
0
Channels unified
1
Health dashboard
PLUGS INTO YOUR EXISTING STACK — NO RIP-AND-REPLACE
Shopify WhatsApp (WATI) Freshsales Google Ads Meta Ads Meta CAPI Email (Resend)
Already live with Shopify · WhatsApp (WATI) · Freshsales · Google & Meta Ads · Email (Resend)

See your own data come alive.

Book a 20-minute walkthrough on your live customers & campaigns — and watch a standard CRM become a growth engine.

Book a walkthrough →