CRM and Customer Segments for Shopify

Boardroom CRM

Get a searchable dashboard with all of your customers’ financial and contact information. Automatically track LTV. Use common-sense segments to refine your ad spend and retarget your customers.

Welcome to your new Shopify CRM.

Boardroom CRM

How it Works

1. Create Your Account

Register in less than 30 seconds and start using your free trial of Boardroom - no obligations!

2. Sync Your Data

With a few clicks, connect your Shopify stores and ad accounts. Click here to watch a tutorial video.

3. Grow Your Business

Get insights about your customers that enable you to save money on ad spend and grow LTV.

Where in the world are your customers?

customer heat map

Use our heat map to uncover geographic trends in your customers. Use this info to refine your ad targeting and stop wasting money on locations that don’t buy from you.

customer heat map
customer segments

Segments help you boost Customer LTV

customer segments

Create unlimited custom segments or use our pre-made segments to get a better understanding of your customers. Create bespoke email campaigns that are tailored directly to your customers and prospects.

Why use Boardroom?

Brands using Boardroom can expect to save 10 hours and $235 per month.

Will Boardroom slow down my website?

Nope! Boardroom doesn’t inject any code into the frontend of your site. We use API integrations to pull data into your new Boardroom dashboard from the backend. That means your site will run as quickly and as smoothly as ever!

What our customers say

Khalid
Khalid
Trend Pulse
Read More
Boardroom is a game-changer for ecommerce businesses! As a Shopify Mentor with over 50,000 students on my Udemy course, I can confidently say that this app is a must-have for anyone looking to excel in the world of ecommerce. Its AI-powered SEO blogging feature simplifies the process of creating unique and SEO-friendly blog posts, and Product descriptions, attracting more organic visitors effortlessly. What's truly impressive is how Boardroom serves as an all-in-one ecommerce toolkit. It not only streamlines content creation but also provides invaluable insights with over 50 metrics at your fingertips. Connecting multiple Shopify stores and ad accounts into one dashboard is a breeze, and the ability to track customer lifetime value and buying behavior is a game-changer for decision-making. In essence, Boardroom is like having ten apps rolled into one, making it an indispensable tool for ecommerce success. It's a true game-changer that saves time, boosts content creation, and offers invaluable growth tips. I highly recommend it to anyone serious about thriving in the ecommerce industry.
Khalid
Khalid
Gear Hooks Ltd
Read More
I have been paying $50 - $100 per blog to get them written for me. Now I can write several blogs a month using Boardroom for $14 and I'm only using one of Boardroom's many functions. The Founder has answered all my queries and been really helpful. It's a great app with no long term obligations and a free trial. Give it a go - you have nothing to lose. What's truly impressive is how Boardroom serves as an all-in-one ecommerce toolkit. It not only streamlines content creation but also provides invaluable insights with over 50 metrics at your fingertips. Connecting multiple Shopify stores and ad accounts into one dashboard is a breeze, and the ability to track customer lifetime value and buying behavior is a game-changer for decision-making. In essence, Boardroom is like having ten apps rolled into one, making it an indispensable tool for ecommerce success. It's a true game-changer that saves time, boosts content creation, and offers invaluable growth tips. I highly recommend it to anyone serious about thriving in the ecommerce industry.
Jayne
Jayne
Trendy Baby Items
Read More
Wow! First let me just say that the customer service is AMAZING! The interaction with Customer Support left me feeling really optimistic about my entire business operation. I'm really looking forward to using Boardroom to keep track of all the numbers in one place. And I really love how the ad spending is automated into the app...I don't have to enter the numbers...thank the gods! I'm definitely breathing easier having Boardroom.
Cher
Cher
CherDelights
Read More
Easy to use Blog and description writer with built in SEO checks has me writing 1 to 2 a week now, up from 1 to 2 a year. I like easy and THIS IS IT, they simplify it all.
John
John
Digital Brody
Read More
What a fabulous tool to get started with and then continue to help manage my blog, product descriptions, and data. Great app with AI-powered features have genuinely improved our sales strategies. Not only does it excel in data analytics, but its convenience in writing website blogs is remarkable, making content creation a breeze. Additionally, the app support is second to none, providing prompt and helpful assistance whenever needed. Glad I signed up when I did as its makes my job easier.
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Khalid
Khalid
Trend Pulse
Read More
Boardroom is a game-changer for ecommerce businesses! As a Shopify Mentor with over 50,000 students on my Udemy course, I can confidently say that this app is a must-have for anyone looking to excel in the world of ecommerce. Its AI-powered SEO blogging feature simplifies the process of creating unique and SEO-friendly blog posts, and Product descriptions, attracting more organic visitors effortlessly. What's truly impressive is how Boardroom serves as an all-in-one ecommerce toolkit. It not only streamlines content creation but also provides invaluable insights with over 50 metrics at your fingertips. Connecting multiple Shopify stores and ad accounts into one dashboard is a breeze, and the ability to track customer lifetime value and buying behavior is a game-changer for decision-making. In essence, Boardroom is like having ten apps rolled into one, making it an indispensable tool for ecommerce success. It's a true game-changer that saves time, boosts content creation, and offers invaluable growth tips. I highly recommend it to anyone serious about thriving in the ecommerce industry.
Luis
Luis
Hear Hooks Ltd
Read More
I have been paying $50 - $100 per blog to get them written for me. Now I can write several blogs a month using Boardroom for $14 and I'm only using one of Boardroom's many functions. The Founder has answered all my queries and been really helpful. It's a great app with no long term obligations and a free trial. Give it a go - you have nothing to lose.
Jayne
Jayne
Trendy Baby Items
Read More
Wow! First let me just say that the customer service is AMAZING! The interaction with Customer Support left me feeling really optimistic about my entire business operation. I'm really looking forward to using Boardroom to keep track of all the numbers in one place. And I really love how the ad spending is automated into the app...I don't have to enter the numbers...thank the gods! I'm definitely breathing easier having Boardroom.
Aneka
Aneka
The Ecomm Builder
Read More
Omg I love how simple this app had made my life. Now I can finally analyze all my data in one place. The app is very user friendly.
Anonymous
Anonymous
App Store Review
Read More
I use Boardroom for all of my e-commerce needs. The dashboard is easy to use and the analysts are quick to respond to any questions I have. They are also very knowledgeable and helpful. I love that the tool gives me insights into how my business is doing and how I can make it better. The tool is easy to use and provides me with the tools to make my online business a success.

Discover the next generation of ecommerce management.

Easy to use - start in seconds

Boardroom App Store Sync Process

With point-and-click integrations and automatic calculations, we bring the most important metrics to the surface in our intuitive dashboard. Account setup takes all of 5 minutes. Finally, a platform that cuts through the noise and serves up your most impactful business insights in a simple, easy-to-use interface!

Boardroom App Store Sync Process
connect ad accounts

Multiple stores and channels? No problem

connect ad accounts

Businesses using 3+ sales channels have 143% higher revenue on average. Sync all of your Shopify stores, Google Ad accounts, and Facebook Ad accounts into your Boardroom – for no additional cost. More integrations coming soon. Amazon is next!

Optimize your advertising

Boardroom Ad Insights

Use our Advertising Insights to discover which platforms, campaigns, and ads yield the highest return on investment. Reinvest in the most effective campaigns to maximize revenue and profits. Boardroom practically pays for itself with this feature!

Boardroom Ad Insights
inventory management

Manage inventory with custom alerts

inventory management

Forecast inventory stockout dates, set up alerts, identify fastest & slowest selling products, and make better decisions about when and how much to restock. Never let inventory management cause you to miss out on sales!

The data you need, at your fingertips

Boardroom App Data Analysis

Understanding your true Net Profit is just 1-click away. Using Boardroom’s data visualization tools and recommendations, stay on top of 30+ crucial ecommerce metrics. We’ll help you understand which KPIs are most important, but still allow you to customize. Your data is your data!

Boardroom App Data Analysis

Sign up for Boardroom, risk free.

Sign up to take advantage of our 7-day free trial and start taking control of your data!

FAQs

Boardroom is a data management and content creation platform that is:

Easy to use and understand.

  • With point-and-click integrations and automatic calculations, we bring the most important ecommerce metrics to the surface in our intuitive dashboard. Account setup takes all of 5 minutes. Finally, a platform that cuts through the noise and serves up your most impactful business insights in a simple, easy-to-use interface!

Powered by AI.

  • Get tips and recommendations for how to grow your e-commerce business with our AI-powered data analysis.
  • Instantly create content like keyword research reports, SEO optimized blogs, product descriptions, and product photos using AI. Publish the results directly to your store.

Cost effective.

  • Pay an amount that is commensurate with the size of your business. Plans start at just $19/month!

We created Boardroom for:

  • Owners and operators of brands running on Shopify and/or Amazon.
  • Businesses that run ads on Google and/or Facebook.
  • The experienced seller and ecommerce newcomer alike!

Boardroom was built for entrepreneurs that understand the sizable opportunity in ecommerce, but wouldn’t mind some help sifting through the massive amounts of data involved in managing an online business. You know your product. You know your business. We know how to use AI, integrations, and data analytics to improve your operations.

Boardroom allows you to save time and make better, data-driven decisions.

  • Use AI to supercharge your content creation, saving you countless hours each month. Blogging for SEO has never been easier!
  • Research keywords for your blogging efforts using accurate Google search data. Get keyword suggestions, powered by AI.
  • Generate unique product photos in seconds using AI.
  • Link unlimited Shopify stores, Amazon storefronts, and ad accounts into the Boardroom dashboard for no additional cost.
  • Review key data that is unavailable in Shopify/Amazon, like the profitability of a single SKU or Customer Lifetime Value.
  • Run AI-Powered analytics to understand trends in your data and uncover actionable recommendations.
  • View overall profitability inclusive of advertising spend.
  • Create/send recurring, custom reports to your team or your own inbox.
  • Multi-store operator? View the performance of all stores at once, or drill down to look at one specific brand.

Boardroom highlights key insights designed to cut costs and boost revenue. Here are a few of our favorite examples:

  • Increase Organic Traffic. Create unique and SEO-friendly Shopify blog posts effortlessly with our AI-driven platform so that you attract more organic visitors. Target the right keywords with our Keyword Research AI. 
  • Save time.  If you’re spending any time or paying any exorbitant amount of money to collect data, create content, and calculate key metrics, then you’re wasting resources. Boardroom frees you up to focus on the most valuable tasks.
  • Maximize Average Order Value with our product performance insights. Quickly decide which products to bundle together for promotions and optimize pricing.
  • Manage inventory. Forecast inventory stockout dates, identify fastest & slowest selling products, and make better decisions about when and how much to restock.
  • Advertising insights help you discover which platforms, campaigns, and ads yield the highest return on investment. Reinvest in the most effective campaigns to maximize revenue and profits.

Currently, we integrate with Shopify, Amazon Seller Central, Open AI, Google Ads, Google Analytics (GA4), and Meta Business Manager (Facebook & Instagram Ads). We’re constantly building new features and integrations. If there’s an integration that you’d like to see us build, please let us know through our contact form at this link.

Yes! We designed Boardroom to enable multi-store operators and marketing agencies to view the performance of all stores at once, or drill down to look at one specific brand.

Connect as many Shopify stores and Amazon storefronts as you want, into one account.

Nope! Boardroom doesn’t inject any code into your site’s frontend theme files. We use API integrations to pull data from the backend, meaning you can rest assured that your website’s speed will not be impacted by Boardroom in any way, shape, or form. 

Our pricing is automatically applied (you don’t need to choose a plan) and is based on your total monthly orders across your connected stores:

  • Analyst Plan: $19/month for up to 99 monthly orders
  • Manager Plan: $39/month for up to 499 monthly orders
  • Executive Plan: $79/month for unlimited monthly orders

Boardroom is designed to enable smarter, data-driven decisions. It offers tracking for over 50 Key Performance Indicators (KPIs) and provides a lightning-fast analytics dashboard with exclusive insights not available on Shopify or Amazon. Our pricing is based on your store’s total orders, since processing additional orders increases our costs.

Here's a novel idea...

Software that actually has person-to-person customer service? No…

eComm Boardroom Customer Support vs. Customer Success

Yes! Each Boardroom subscription comes with a dedicated onboarding consultant that will help you set up your account, answer questions, and ensure that you make the most of your awesome, AI-powered future.

Not sure you want to sign up yet? Click here to book a demo with one of our consultants!

Pricing - Grow with Boardroom

How it works: Our pricing is automatically applied to your account (you do not need to select a plan) on a monthly basis. The price you pay depends on how many orders your store(s) received in the previous month. When you subscribe, you get access to all Boardroom features.

Analyst

$19/month
  • 7-day totally free trial
  • All features are included
  • Up to 99 monthly orders

Manager

$39/month
  • 7-day totally free trial
  • All features are included
  • Up to 499 monthly orders

Director

$79/month
  • 7-day totally free trial
  • All features are included
  • Unlimited monthly orders

Create Your Boardroom

Sign up to take advantage of our 7-day free trial.

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