From scattered tools to one customer view in three steps
No data engineer, no warehouse migration, no six-month rollout. Your first integration is live in about five minutes.
Connect
Authenticate Salesforce, Stripe, HubSpot, Shopify, GA4, and your warehouse with a few clicks. No-code connectors handle the API plumbing for you.
Resolve
Identity resolution stitches the same person across every tool into one profile, so a Stripe customer, a HubSpot lead, and a Shopify shopper become a single record.
Activate
Build audiences on the unified profile and sync them back out to your ad platforms, email tool, and warehouse. Target high-value customers and launch campaigns the same day.
One profile, every system, always in sync
The Customer Data Platform unifies your customer data and keeps it accurate everywhere, without an engineering team owning the pipeline.
No-code connectors
Pre-built integrations for Salesforce, Stripe, HubSpot, Shopify, GA4, Meta Ads, and Klaviyo. Connect a source in minutes, not a sprint.
Identity resolution
One customer, one profile. We match records across tools by email, device, and order history so your team stops arguing about which number is right.
Real-time sync
Changes flow continuously, not in nightly batches. A purchase or an unsubscribe shows up across every connected tool within seconds.
Warehouse-native
Point the platform at Snowflake or BigQuery and model on the data you already trust. Reverse ETL pushes the clean profile back out to your stack.
Audience builder
Segment customers by spend, behavior, lifecycle stage, or any combined trait, with no SQL required. Save audiences once and reuse them anywhere.
Governance built in
Field-level permissions, consent tracking, and a full audit trail keep marketing fast and legal calm. Suppress data the moment a customer opts out.
Why teams choose a platform over the workaround
Spreadsheets are free but drift out of sync. Building it in-house works but never stops costing you an engineer. Here is the honest comparison.
| Capability | Spreadsheets and CSVs | In-house build | Customer Data Platform |
|---|---|---|---|
| First integration live in minutes | No | No | ✓ |
| Identity resolution across tools | No | Build it yourself | ✓ |
| Real-time sync, not nightly exports | No | Partial | ✓ |
| Warehouse-native modeling | No | ✓ | ✓ |
| SOC 2, SSO, and consent ready | No | Partial | ✓ |
| Maintained when an API changes | No | You own it | ✓ |
| Cost and time to start | Free but manual | $60k and months | Minutes |
Built for the people who own the customer
If you are stitching customer data together by hand to answer a simple question, this was built for your seat.
Run campaigns on live data, not last week's export
Your customer lives in Stripe, Shopify, email, and analytics. Connect them once and target your highest-value buyers without waiting on anyone.
- Find repeat buyers and big spenders instantly
- Sync audiences to Meta and Klaviyo in real time
- Stop exporting CSVs every Monday morning
One source of truth your whole team can trust
End the standoff between the CRM number and the billing number. Identity resolution gives sales, marketing, and finance the same customer record.
- Resolve duplicate and conflicting records
- Govern fields, consent, and access centrally
- Feed clean data into every downstream tool
Ship segments without filing a data ticket
Build the audience you need in the builder, not in a queue. Launch the campaign the same day the idea lands instead of next sprint.
- Self-serve audiences with no SQL
- Reuse saved segments across channels
- Measure against unified customer profiles
Enterprise-grade security from day one
Customer data is the most sensitive thing you hold. The platform is built so deals do not stall at legal review and your data never leaves your control.
What teams say after the first month
Operators who replaced the Monday-morning CSV ritual with one synced customer view.
"We had customer data in five places and trusted none of it. Within a week everything resolved to one profile, and our Meta audiences finally matched what billing actually showed. The first integration really was about five minutes."
"My team used to spend the first day of every week exporting and reconciling. That ritual is gone. Sales and marketing argue about strategy now instead of arguing about whose number is right."
"I can build an audience and launch a campaign the same afternoon without opening a data ticket. For a small growth team that is the difference between testing ten ideas a quarter and testing two."
Pricing that scales with your customer count
Start small and grow into it. Every plan includes no-code connectors, identity resolution, and the audience builder. No setup fee.
- Three source connectors
- Identity resolution
- Audience builder
- Daily sync
- Email support
- Unlimited connectors
- Real-time sync
- Reverse ETL activation
- Consent and governance
- Priority support
- Snowflake and BigQuery native
- SSO, SAML, and data residency
- SOC 2 reports on request
- Dedicated solutions engineer
- SLA-backed uptime
Questions before you connect a source
Do I really not need an engineer?
Correct for setup. The no-code connectors handle authentication and the data pipeline, and the audience builder needs no SQL. An engineer is only useful later if you want custom warehouse models, and even then the platform does the sync.
How accurate is identity resolution?
We match on email, device, and order history, and you control the matching rules. You can review merges before they apply and split a profile if a match looks wrong, so a stray merge never quietly corrupts your data.
What happens when a tool changes its API?
We maintain the connectors. When Shopify ships a new API version or Meta updates its graph, we update the integration so your sync keeps running. That maintenance is the work you are paying us to never think about.
Can it sit on top of my warehouse?
Yes. On the Scale plan the platform is warehouse-native against Snowflake or BigQuery, and reverse ETL pushes the unified profile back out to your ad, email, and CRM tools.
Is my customer data locked in?
No. Your data stays yours and exports in standard formats whenever you want it. Consent and deletion requests are honored across every connected destination in one action.
How honest is this idea, really?
The Wishdeal Factory scores every idea against 10 Adoptability axes, separate from raw quality. Here are the numbers we surface for this one.
Give your team one source of truth for every customer
Connect your first source in about five minutes and see your customer data resolve into one profile. No engineer, no migration, no contract to start.