Every person who ever touched your store, in one pipeline
Anonymous browsers, captured leads and paying customers sit on one seven-stage board — Browsing → Identified → Ready to buy → First order → Returning → VIP → Slipping away. One record per person, with what they are worth, why they are in that stage and the one thing to do next. Drop a card on Call, Text, Email or Discount, or start a Callio campaign on a whole column.
- One record per person — browser, session, email, phone and Shopify id stitched
- Stages worked out from orders and behaviour, so the board always agrees with Shopify
- Every action is real: Callio dials, Shopify mints the code, the timeline records it
Customers
Every person who has ever touched the store, in one pipeline: what they are worth, where they are, and what to do next.
Lifetime revenue
$171,100
Everything these people have ever spent with you.
This month
$10,480≈
Revenue in the trailing 30 days.
Recoverable / mo
$6,240≈
Always modelled, never counted.
From Callio
$2,000
Counted from orders that followed a Callio send. Never modelled.
2,817 people · 1,533 known contacts · 1,284 anonymous visitors · 1,204 contactable by email · 388 by SMS · 3 live campaigns · 107 enrolled
Browsing
≈ $410 recoverable
1,284 people
Show all 1,284
Identified
≈ $960 recoverable
356 people
Show all 356
Ready to buy
≈ $1.9k recoverable
84 people
31 in campaign
+$1,140 from Callio
Show all 84
First order
$41.6k+$3.8k mo
618 people
Show all 618
Returning
$58.9k+$4.1k mo ≈
274 people
Show all 274
VIP
$47.2k+$2.6k mo
58 people
58 in campaign
+$860 from Callio
Show all 58
Slipping away
$23.4k$0 mo
143 people
18 in campaign
No attributed orders
Show all 143
Drop Anna K. on an action
Customers
2,817 people · 1,533 known contacts · 3 live campaigns
Lifetime revenue
$171,100
This month
$10,480≈
Recoverable / mo
$6,240≈
From Callio
$2,000
Ready to buy
≈ $1.9k recoverable
84 people
31 in campaign
+$1,140 from Callio
VIP
$47.2k+$2.6k mo
58 people
58 in campaign
+$860 from Callio
Slipping away
$23.4k$0 mo
143 people
18 in campaign
No attributed orders
Drop Anna K. on an action
7
Stages — every person in exactly one
Browsing · Identified · Ready to buy · First order · Returning · VIP · Slipping away
1
Record per person
Shopify customer, storefront browser and identity ledger resolved into one card
5
Actions from any card
Call · Text · Email · Discount · Tag — pre-drafted for the person’s stage
≈ / $
Two marks, never blended
Recoverable is always modelled (≈); “From Callio” is counted from orders that followed an email or text
Seven stages. Every person in exactly one.
Stages are worked out from orders, recency and on-site behaviour on every read — never typed in — so the columns add up to the store and always agree with Shopify. Each column header says what it is worth: lifetime revenue, this month, recoverable (≈) and whether Callio is already working it. Every card carries a plain-language reason for being where it is: “Reached checkout and did not pay.” “Quiet for 120 days after 3 orders.”
- Anonymous storefront visitors sit in Browsing, so the top of the funnel is on the board — not just buyers
- VIP = 2+ orders and $500+ lifetime, active within 90 days · Slipping away = ordered before, nothing for 90+ days · Ready to buy = zero orders and an intent score of 60+, a cart add or a started checkout
- Sort by Value, Intent, Recent or Opportunity; search the whole store; switch to Contactable only; link straight into any stage — Visitors, Behaviour and Callio use the same address
Every person this store knows sits in exactly one of these seven stages.
- People
- 2,817
- Contactable
- 1,204 email · 388 SMS
- Recoverable / month
- $6,240 ≈
- Callio
- 3 live · 107 enrolled
- From Callio / month
- $2,000
Seen on the storefront, no way to reach them yet.
Tracked visitor with no order, no email and no phone number.
We can reach them — they have not bought.
Has an email or phone number on file and zero orders.
Cart or checkout intent, still no order.
Zero orders and an intent score of 60+, a cart add or a started checkout.
Bought once — the second order is the whole game.
Exactly one order, placed in the last 90 days.
Bought more than once and still active.
Two or more orders, most recent within 90 days.
The revenue this store cannot afford to lose.
2+ orders and 500+ lifetime revenue, active within 90 days.
Bought before, gone quiet — win them back now.
Has ordered at least once and nothing for 90+ days.
Stages are worked out from orders and on-site behaviour, so people move between these columns on their own — you cannot drag them across.
The anonymous browser and the buyer are the same person
Comver keeps an identity ledger: every browser id, session, email, phone and Shopify customer id a person has been seen under, stitched into one record — which is how an anonymous session months ago turns out to be the customer who ordered last week. Storefront tracking binds a browser to a person the moment an event carries a Shopify customer id or an email; popup signups, phone orders and Callio chats write bindings too. So the record shows how you met, what they are allowed to receive, and every handle behind them.
- “How we met” on every record: From Shopify · Met at an abandoned checkout · Ordered over the phone · Signed up in an onsite popup · Signed up to the newsletter · Captured by Callio · Imported
- Reach and consent spelled out: “Marketing email is allowed” · “On file, but SMS consent has not been given” · “No phone number captured”
- Visitor-only records show fewer lanes and cannot be called or messaged until an email or phone is captured — capture one and everything opens up
Anna K.
anna.k@… · +48 600 ••• 118 · Kraków, PL
Email — Marketing email is allowed.
Phone — On file, but SMS consent has not been given.
Known handles · one person
- 3 months ago
Anonymous session
Browsed serums twice on mobile. Browsing.
- 6 weeks ago
Signed up in an onsite popup
Email captured — bound to the browser id. Identified.
- Tuesday
Reached checkout, did not pay
Phone captured at checkout, Shopify id synced. Ready to buy.
Drop a card on Call, Text, Email or Discount — and it happens for real
Pick up any card and a drop bar appears: Call · Text · Email · Discount. Zones a person cannot receive are disabled with the reason — “no phone”, “no email”. Every dialog is pre-drafted for the person’s stage, a call can carry a single-use Shopify code minted seconds earlier, and nothing is optimistic: Callio dials, Twilio texts, Resend emails, Shopify creates the code — or the action fails loudly. Each one lands on the person’s timeline.
- Call: Callio dials the number with your typed context as talking points — “Give them a code on the call” creates a real single-use Shopify discount first
- Discount: percent off and validity in days, created in Shopify for this customer and recorded on the timeline — you choose the channel afterwards
- Tag: applied in Shopify when the contact is synced, and always in Comver · calls and messages are rate-limited per shop because they reach a real phone
Drop Anna K. on an action · zones she cannot receive are disabled
Call Anna K.
Callio will dial +48 600 ••• 118
What the agent should raise
Passed to Callio as context for the conversation, not read out word for word.
Give them a code on the call
Creates a real single-use Shopify discount first, so the agent can say a code that actually works at checkout.
Percent off
10%
Valid for
7 days
Text
“Send the text”
To the phone on file · pre-drafted for the stage
“Send the email”
Subject + message · opens and clicks tracked
Discount
“Create the code”
Single-use Shopify code · you choose the channel afterwards
Tag
“Apply the tag”
In Shopify when synced, always in Comver
Everything about one person — and the one thing to do next
Open any card and the record shows the stage bar, seven counted KPIs, a Summary / Callio / Details / Segments rail and, on the right, the work: notes, a Focus recommendation with a one-click primary verb, and a History that unifies orders, visits, calls, texts, emails, chats, campaigns, discounts, notes and forms.
Stage bar, KPI strip and the Focus recommendation
Lifetime value, Orders, Average order, This month, Intent score, Churn risk and Callio revenue — each with the sentence that says how it was counted. Focus carries the recommended action and its primary button: “Place the call”, “Send the email” or “Create the code”.
Marta W.
marta.w@… · +48 512 ••• 204 · Gdańsk, Poland
Browsing
Identified
Ready to buy
First order
Returning
VIP
Slipping away
120 days
Customer pipeline › Slipping away · Quiet for 120 days after 3 orders.
$1,840
Counted from every order on file for this person.
3
First 3 Mar 2026 · last 18 Apr 2026
$613
Lifetime value divided by orders.
$0
Revenue in the trailing 30 days.
22
Product views, dwell time, repeat views, cart and checkout.
78
120 days since the last order.
$0
Counted from orders that followed a send, last 30 days.
Summary
$1,840 lifetime
Callio · 1 aimed here
Callio is working this person right now
Win back — Slipping away · check the history before you call.
Focus
Call with a win-back code before this becomes churn.
Three orders of the Retinol Night Serum, then nothing since April. In the Win back campaign: Thursday’s call went unanswered, yesterday’s text was delivered. A code is already minted.
History · 38 entries
Today
Discount COMVER-3H8RT2NA issued
15% off · valid 14 days
Yesterday
SMS sent
“Hi Marta — it has been a while. Here is a reason to come back…”
Work a whole column with Callio
Every column header carries either “+ Start a campaign” or the campaign already aimed at it — “58 in campaign · +$860 from Callio”. Start one and Callio › Segments builds a campaign scoped to exactly that stage: pick a preset, the channels (calls first, texts when the call cannot connect, emails when the phone cannot reach), the wait and the discount, switch it on and everyone who qualifies is enrolled. On each record a green callout tells you when Callio is already working the person, so they do not hear from both of you in the same hour.
- Campaigns are aimed at pipeline stages or library segments — Browsing can never be campaigned, because nobody in it can be reached yet
- Audiences are materialised lists with “Re-sync audience”; each group shows enrolled, runs, calls, answered, messages and attributed revenue
- “From Callio” is counted from orders that followed a Callio email or text in the last 30 days — calls carry no attribution of their own
On the board · column header
VIP
$47.2k · +$2.6k this mo · 58 people
Campaign for VIP
Callio › SegmentsEvery Callio campaign calls first, texts when the call cannot connect and emails the shopper the phone cannot reach at all.
VIP customer follow-up is running
58 people enrolled · audience scoped to exactly this stage
Column header now
58 in campaign · +$860 from Callio
Counted from orders that followed a Callio email or text · last 30 days
On Lena W.’s record
Callio is working this person right now
VIP customer follow-up — check the history below before you call, so they do not hear from both of you in the same hour.
Calls
1
Answered
1
Messages
2
+$120 from Callio · Last touch 2d ago
Two marks. Nothing blended.
Lifetime value, orders and Callio-attributed revenue are counted from real rows. Anything modelled says so with an ≈ — “Always modelled, never counted: revenue that has not happened yet cannot be measured. Based on this store’s own conversion and repeat rates.”
$
Lifetime value
Counted from every order on file for this person
≈
Recoverable / mo
Always modelled from this store’s own conversion and repeat rates — and always marked
≈
This month
Counted where tracked; otherwise modelled from the last order date and average order value — and marked
$
From Callio
Counted from orders that followed a Callio email or text, last 30 days. Calls carry no attribution of their own
A failed read is never shown as an empty pipeline, and the record says “Orders may be incomplete” with Shopify’s reason rather than guessing.
From install to the first worked column
- 1Comver theme app embedOnSync Shopify customers
Synced 1,533 Shopify customers
Connect and fill
Install the Comver Shopify app, turn on the Comver theme app embed and press “Sync Shopify customers”. The pipeline fills from Shopify customers (orders, consent, tags) and from the people the embed sees on the storefront.
- 2Customer pipeline2,817 people
1.3k
356
84
618
274
58
143
BrowsingSlipping away
Read the board
Seven columns, every person in exactly one, ordered as a funnel. Each column says what it is worth and whether Callio is already working it. Sort, search, switch to Contactable only, or click a stage chip.
- 3CallTextEmailDiscount
Act on a person
Drag a card onto Call, Text, Email or Discount, or use the round button on the card. The dialog is pre-drafted for that stage; a call can carry a real single-use code. Everything lands on the timeline.
- 4
VIP · 58 people
58 in campaign · +$860 from Callio
From Callio · counted, 30 days$2,000
Work a column, then measure
Start a campaign on a column, pick preset, channels, wait and discount, switch it on. The band and each column show “From Callio” beside enrolment and touch counts.
Frequently asked questions
A CRM. Customers is a seven-stage pipeline where every person — anonymous browsers, captured leads and buyers — sits in exactly one stage, with lifetime value, this-month revenue, intent, churn risk, reach and a next best action. You can call, text, email, discount, tag or campaign anyone from the board, and every action lands on their timeline. It also has a List view: the same people as a sortable table.
Stages are derived from orders, recency and on-site behaviour, so they cannot be edited — otherwise the board would disagree with Shopify. Dragging is pointed at actions instead: drop a card on Call, Text, Email or Discount. A “Recheck now” link recomputes the board on demand.
VIP = 2+ orders and $500+ lifetime revenue, active within 90 days. Slipping away = has ordered at least once and nothing for 90+ days. Ready to buy = zero orders and an intent score of 60+, a cart add or a started checkout. The rule for every stage is on the column header tooltip; the thresholds are fixed, not editable.
Yes. Anonymous storefront visitors appear in Browsing; anyone with an email or phone but no order is Identified; cart or checkout intent puts them in Ready to buy. Records for people who exist only as a browser show fewer lanes and cannot receive calls or messages until an email or phone number is captured.
The identity ledger stitches every handle — browser id, session id, email, phone, Shopify customer id — into one record. Tracking ingest binds a browser to a person whenever an event carries a Shopify customer id or email; popup signups, phone orders and Callio chats write bindings too. The record lists every known handle with first and last seen.
Lifetime value, orders and Callio-attributed revenue are counted from real rows. Trailing-30-day revenue is counted where tracked and otherwise modelled from the last order date and average order value — marked with ≈. “Recoverable / mo” is always modelled and always marked; it is based on this store’s own conversion and repeat rates.
Revenue counted from orders that followed a Callio email or text in the last 30 days. Calls carry no attribution of their own, so a call-only campaign shows calls, answered calls and messages but no revenue figure. It reads “—” until a campaign has ever been aimed at the pipeline.
Callio, the AI voice agent, dials the shopper’s number for real from a number your store owns, using your typed context as talking points, and can quote a single-use Shopify discount code minted seconds earlier. The call, its outcome and the code appear on the person’s History. Calls and messages are rate-limited per shop because they reach a real person’s phone.
Keep exploring
Put every shopper on the board
Install Comver, sync your Shopify customers and turn on the embed. The pipeline fills itself — and the first call is one drag away.
14-day free trial · Live on Shopify in minutes · Checkout stays in Shopify