CRM integrations for cannabis SMS campaigns
Your customer profile, your segmentation logic, your consent records — all of it should live in one place and stay consistent across the systems that touch the customer. CRM integration makes that real.
One customer profile across every system that touches them.
Dispensaries running serious customer programs end up with customer data in multiple places: POS, loyalty, email, SMS, and sometimes a standalone CRM. CRM integration is how we keep all of those aligned without operators having to maintain duplicate records.
Customer attributes — preferred categories, average basket, store affinity, churn risk score — sync into segmentation. Lifecycle stage (new, active, lapsed, VIP) drives automation membership. Consent records (source, timestamp, IP, opt-in language) stay attached to the customer record so audit defense is always one click away.
When a customer's profile changes anywhere in the stack — opt-out, address change, store transfer — the change propagates everywhere. No more orphan records, no more out-of-sync segments.
Built for cannabis, not generic retail.
Unified customer profile
One record per customer across POS, loyalty, CRM, and SMS — synced bidirectionally and deduped.
Custom segmentation fields
Any CRM attribute becomes available as a segmentation filter — not just the ones we ship with.
Consent sync
Opt-in source, timestamp, and language stay attached to the customer record across systems.
Lifecycle triggers
Stage transitions (new → active → lapsed → VIP) drive automation entry and exit automatically.
Audit-ready record-keeping
Every consent change, opt-out, and re-opt-in is logged with full provenance for state and TCPA defense.
Questions buyers ask before booking.
Do I need a CRM to use your SMS platform?+
No. We're a complete SMS marketing platform out of the box. CRM integration is for operators who already run one and want to keep data unified.
Which CRMs do you support?+
We support HubSpot, Klaviyo, Salesforce, and several cannabis-specific CRMs. Custom integrations are available for enterprise accounts.
What happens if data conflicts between systems?+
Conflict resolution rules are configurable. By default, the most recent verified change wins, with full audit trail.
Stop maintaining customer data in three places.
A 20-minute session — we'll map your current data flow and show what unified profile sync would look like for your stack.