RetentionX

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Quick take

Lifecycle CRM intelligence for ecommerce—cohorts, LTV, churn risk, and product drivers that power smarter email/SMS segments without switching ESPs.

What it is

RetentionX analyzes your orders, products, and customers to surface lifecycle cohorts and predicted value. It feeds those insights into your CRM and ESP/SMS so flows, campaigns, and incentives align to LTV, churn risk, and product affinity—no replatforming required.

Why it stands out

It’s built for ecommerce teams that want clear, opinionated insights and ready-to-use segments (VIP, winback, one-and-done, replenishment) rather than raw tables. You get practical lifecycle levers fast: cadence control, discount governance, and product-led upsell.

Key features

  • Cohorts & LTV — track payback, repeat rate, and predicted value by channel, product, and offer
  • Churn risk & reactivation — identify at-risk customers and create winback windows
  • Product drivers — first-product and attach analysis to fuel cross-sell and bundles
  • Segment export — push VIP/at-risk/one-and-done segments to ESP/SMS and ad platforms
  • Margin view — pair revenue with COGS/discounts to protect contribution

Best fit

  • Verticals: Apparel, beauty, wellness, supplements, home—any repeat-purchase model
  • Company size: $2–100M+ ARR
  • Team maturity: Running ESP/SMS and wants lifecycle targeting without a heavy CDP

Pricing snapshot

Tiers by order volume and feature set. ROI usually comes from better segment targeting (higher revenue per send) and reduced over-discounting on low-margin cohorts.

Integrations to know

  • Commerce — Shopify for orders, products, discounts, customer profiles
  • ESP/SMS — export segments to Klaviyo/Iterable/etc. for campaigns and flows
  • Ads & BI — sync audiences to paid platforms; export to your warehouse/BI

Quick setup tips

  • Stand up three lifecycle plays first: VIP perks by predicted LTV, at-risk winback windows, and post-first-order cross-sell
  • Gate incentives by margin: reserve discounts for low-propensity or at-risk segments
  • Build cohorts by first product and acquisition offer—use them to steer send cadence

Good alternatives

  • Ometria — ecommerce CRM/CDP with built-in orchestration (heavier lift)
  • Lexer — retail-focused CDP with robust profiles and identity resolution

Learn more on RetentionX

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