Shopsitive

Shopify integration

Turn your Shopify store into a sales desk.

Your store already knows which customers are slipping away and which quotes are going cold. Shopsitive turns that history into one prioritized daily worklist — who to reach out to, why, and what to say.

Follow-ups today 5 to work
95

Marcus Reyes

Ordered 5 times, usually every ~30 days — but hasn't in 62

88

Northwind — rebrand kit

Follow-up 4 days overdue · $12,000 in play

80

Acme Co — Gold plan

Membership lapsed · up for renewal

The idea

Three streams of data. One list that tells you what to do.

Most stores sit on a goldmine of signals — repeat buyers, big open quotes, lapsing members — scattered across tabs no one checks. Shopsitive brings them together and ranks them, so the first thing you see each day is the highest-value thing to do next.

Customers Orders Quotes & renewals
Brought together in Your customer view
Ranked as Follow-ups today

Your records stay yours. Shopify only fills in the blanks — it never overwrites what you've entered.

How it works

1

Connect your store

Link Shopify in a few minutes. Choose exactly what syncs — you're in control, and you can disconnect anytime.

2

We bring in your customers & orders

Purchase history, order values, and contact details flow into one customer view — kept fresh automatically.

3

Get one prioritized list

Every morning, a ranked "who to follow up with today" worklist — each name comes with a plain-English reason.

4

Reach out in a click

Draft a personal message with AI, edit it, and send. Nothing goes out automatically — you always approve.

5

Close in Shopify

Turn a hot lead into a Shopify draft order with one click and send the customer a pay link.

The daily worklist

Open one list. Know exactly who to contact.

Everything worth your attention, sorted by urgency. The score tells you how pressing it is; the reason tells you why it's there. No guesswork, no digging.

  • A clear score you can trust at a glance
  • A plain-English reason on every row
  • One tap to the full customer record
Follow-ups today 5 items · sorted by urgency
95

Marcus Reyes At-risk regular

Ordered 5 times, usually every ~30 days — but hasn't in 62

88

Northwind — rebrand kit Open deal

Follow-up 4 days overdue · $12,000 in play

80

Acme Co — Gold plan Renewal

Membership lapsed · up for renewal

72

Fieldstone Brewing Cold quote

$1,200 quote · gone quiet for 10 days

60

Proof approval callback Task

Task 3 days overdue

What you get

Spot at-risk regulars

Repeat customers are flagged when they go quiet relative to their own buying rhythm — a monthly buyer sooner than a seasonal one — so you win them back before they're gone.

Catch cold high-value quotes

Big quotes that have stalled rise to the top before they slip away.

Never miss a follow-up

Overdue tasks, deals due for a nudge, and lapsing memberships all land in the same list.

AI-drafted outreach

A ready-to-edit message for any customer, grounded in their history. Advisory only — you review and send.

One-click Shopify orders

Send a hot lead a Shopify draft order and pay link without leaving the desk.

One customer picture

Shopify orders sit alongside quotes, invoices, and notes — lifetime value and last purchase, all in one place.

Secure & in your control

Connect with confidence. Turn it on when you're ready.

Encrypted & isolated

Your store connection is encrypted, and your data is walled off from every other business on the platform.

You choose what syncs

Syncing is off until you switch it on, and Shopify never overwrites the notes and details you've entered.

Disconnect anytime

Unlink your store in one click. Test the connection, reconnect, or step away whenever you like.

Now in early access

Put your Shopify data to work.

Request access and we'll connect your store and show you your first worklist — built from your own customers and orders.

Request early access