C08 // Customer Journey CRM · Channels

One orchestration layer for every channel you touch a client on.

Email, SMS, WhatsApp, in-app, push and adviser-call task — coordinated inside a single journey, not scattered across five tools.

For teams whose customer communications are spread across Mailchimp, Twilio, WhatsApp, in-app and adviser CRM — with no coordination between them.

The Problem

Why firms come to us for this.

01
Channels contradict each other

The client gets an email offer and an SMS bonus for opposite things, from opposite teams, on the same day.

02
Frequency is unmanaged

No system knows what any other has already sent. Fatigue is guaranteed.

03
Deliverability is fragile

One team's cold blast damages another team's transactional reputation.

Anatomy

What we actually build for you.

Every engagement is bespoke — but the underlying architecture follows the same layered pattern. Owned by you, deployed on your infrastructure.

L05Send API + orchestration
L04Channel adapters
L03Frequency + priority engine
L02Reply capture + inbox unification
L01Deliverability monitoring
Capabilities

What ships in the box.

Unified send layer

Every message on every channel routed through one contract — with rate limits, fatigue rules and priority.

Channel adapters

Email (SendGrid / SES), SMS (Twilio), WhatsApp Business, in-app, push, and human-call task.

Frequency & fatigue engine

Global caps across channels, per-cohort quiet hours, per-message priority resolution.

Deliverability posture

Separate transactional and marketing IP pools with monitoring and warm-up automation.

Reply & conversation capture

Client replies unified back into the customer graph, whichever channel they used.

Localisation & timezone-aware

Right language, right hour, per client, per jurisdiction.

Integrates with
SendGridAmazon SESTwilioWhatsApp BusinessOneSignalIterable-style webhooks
Talk to Us

Scoping a build for a brokerage, wealth firm or fintech?

We take a small number of new engagements each quarter. Send a two-line brief and we'll respond within 48 hours.