CRM & Marketing Automation

    A real CRM,
    not a mailing list.

    Most storefront platforms give you an email field. Buddy gives you a contact database, segmentation, a catalog-aware campaign builder, and lifecycle automation — built in.

    hellobuddy.app/admin/crm/contacts
    Search contacts, emails, phone numbers…
    Segment

    48,210

    All contacts

    19,884

    Popup signups

    21,067

    Loyalty synced

    3,412

    Support form

    ContactAcquired viaSends

    Jordan Ellis

    jordan@buddy.com

    Popup signup42

    Marisol Vega

    marisol@buddy.com

    Loyalty sync118

    Andre Boone

    andre@buddy.com

    Support form9

    Priya Nandi

    priya@buddy.com

    Account signup63

    Interface example. Numbers shown are illustrative.

    One database

    Every contact, one database.

    Whoever signs up — through a popup, an account, the support form, or a loyalty-platform sync — lands in the same searchable contact record, with the full send history attached to that person.

    Searchable contact records

    Find a person by name, email, or phone and see every campaign they have ever received.

    Auto-segmented by source

    Popup signup, account signup, support form, and loyalty-platform sync each form their own group automatically.

    Your own manual segments

    Build segments on top of the automatic ones for the audiences only you know how to define.

    Full send history

    Per-contact history of what was sent, so nobody gets the same promo twice.

    Contacts collected through the Popup Engine land here automatically.

    The standout

    A builder that knows your catalog.

    Drag-and-drop email building with two component libraries. The standard blocks — image, video, text, button, heading, divider, HTML — do what you expect. The second library is the difference: live blocks that pull real, current inventory out of your own product data.

    hellobuddy.app/admin/crm/email-builder

    Standard blocks

    Image
    Text
    Button
    Heading

    Catalog-aware blocks

    New ProductsBrand SliderProduct CarouselProduct ReviewsCategory FooterBrand LogosCTA BannerHero BannerDealsShop by Categories
    Location: Midtown Brand: All Category: Flower

    Hero Banner

    New this week at Midtown

    Sunset Runtz

    In stock

    Blue Dream

    In stock

    Papaya Live

    In stock

    Brand Slider
    Shop the drop

    Interface example. Products shown are illustrative.

    Live catalog blocks

    New Products, Brand Slider, Product Carousel, Deals, Shop by Categories, Product Reviews, Brand Logos, and more.

    Filter by location, brand, or category

    Build a spotlight for one store or one brand without hunting down a single product photo or link.

    Always current

    Blocks read live product data, so the send reflects what is actually on the shelf.

    Templates

    Built to reuse, not rebuild every time.

    Eleven professionally designed, cannabis-specific templates ship with the platform. Save your own on top of them and duplicate for recurring sends — a weekly promo, a Friday deals email — instead of starting over.

    Welcome series

    Introduce the store to a brand-new contact the moment they sign up.

    Green Friday promo

    The cannabis industry's Black Friday, laid out and ready to fill with product.

    Review requests

    Ask for a product review at the right point after an order.

    Win-back sequences

    Bring back shoppers who have gone quiet since their last order.

    Birthday emails

    A dated send tied to the contact record, not a manual list.

    Your own saved templates

    Save any build as a reusable template and duplicate it for recurring sends.

    Automation

    Automation that runs itself.

    Eight built-in lifecycle triggers — birthday, new account, 7-day and 30-day post-order, we-miss-you, weekly and 14-day new-product alerts, and review requests — each mapped to your own branded template.

    • Map any trigger to a template you designed and control.
    • Clear on/off mapping status: nothing sends until you approve it.
    • SMS runs on the same triggers, with click tracking and suppression lists.
    hellobuddy.app/admin/crm/automations

    Birthday

    Mapped: Branded template

    On

    New account

    Mapped: Branded template

    On

    7 days after order

    No template mapped

    Off

    30 days after order

    Mapped: Branded template

    On

    We miss you

    Mapped: Branded template

    On

    Weekly new products

    No template mapped

    Off

    14-day new-product alert

    Mapped: Branded template

    On

    Review request

    Mapped: Branded template

    On

    Interface example. Mapping status is illustrative.

    Cart recovery

    Abandoned cart, closed the loop.

    The abandoned-cart email is populated with the actual items the shopper left behind and links straight back to the storefront's cart-recovery page — the same catalog, the same prices, the same cart.

    hellobuddy.app/admin/crm/abandoned-cart

    You left something behind

    Your cart is still saved at Midtown.

    Sunset Runtz — 3.5g
    Papaya Live Rosin — 1g
    Return to cart

    Interface example. Items shown are illustrative.

    On demand

    Send it right now, not just on autopilot.

    Alongside the automated lifecycle triggers, a standalone push-notification broadcast tool sends an announcement to every subscribed device — immediately or on a schedule.

    Broadcast to every device

    One announcement to your full subscribed audience, without building a campaign first.

    Now or scheduled

    Send the moment a drop goes live, or queue it for the hour you know people are shopping.

    Deep link anywhere

    Point the tap straight at the new drop, the sale, or your deals page instead of the home screen.

    FAQ

    Questions about the CRM.

    Does this replace Mailchimp or Klaviyo?

    For most retailers, yes. Contacts, segmentation, email and SMS campaigns, lifecycle automation, and reporting all live in Buddy, connected to the same catalog and order data as your storefront — so there is no list export, no sync job, and no second login.

    Do I have to build templates myself?

    No. Eleven pre-built, cannabis-specific templates ship with the platform, including a welcome series, a Green Friday promo, review requests, win-back sequences, and birthday emails. You can send those as-is, restyle them to your brand, or save your own builds as reusable templates.

    Does SMS need a separate tool?

    No. SMS campaigns are built into the same system as email, with click tracking and suppression-list management, so opt-outs and delivery are handled in one place.

    Where do contacts come from?

    Every signup path feeds the same database: popups, account signups, the support form, and loyalty-platform syncs such as Alpine IQ. Contacts are auto-segmented by how they were acquired, and you can build your own manual segments on top of that.

    Is the CRM included or does it cost extra?

    It is included. Like the rest of the platform, there is nothing extra to buy, install, or maintain on top of Buddy.

    See how the CRM fits the rest of the stack on the retailer platform or in the full feature directory.

    See it with your catalog

    Build a send in the demo.

    Book 30 minutes and we'll build a location-specific product email live, using real catalog blocks.

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