Malio
Book a demo

Malio

Malio pulls every customer out of your register, your online store and every other system you connect, puts each person back together in one record, and keeps them coming back.

Malio
Customers›Dana Reyes

Dana Reyes

Example customer
Store visits6
Online orders3
Usually buys every34 days
Lapse dateNov 5
Purchases this year● In store○ Online
Lapse dateJFMAMJJASON
In storeLightspeed point of sale · last visit Aug 29Linked
OnlineShopify store · last order Oct 2Linked
Journey$10 Reward issued if no purchase by Nov 5Scheduled
  1. Plug in the systems you already run. Shopify, Lightspeed, your point of sale, your online store, the CRM you’re leaving. If it holds customers or orders and it can connect, Malio reads it, and nothing about how those systems work has to change.
  2. One person, one record, wherever they shop. The shopper who buys at your counter on Saturday and orders online on Tuesday is the same person. Malio matches them across every connected system and keeps their orders, visits, Rewards and contact details in one profile.
  3. Bring in everything you already have. Your CRM, your online store, your point of sale, your loyalty program, your shops on TikTok and Facebook. Malio pulls in the customers, purchase history and balances from each one and checks every total, whether you’re moving off another CRM or setting one up for the first time.
  4. Journeys learn each customer’s rhythm and step in before they drift. Malio studies how often each person buys, what they buy and where, then works out their own lapse date. As it nears, Journeys reaches out on its own with a Reward or a message timed to that person, following steps you design and can change anytime.
  5. Ask Malio can do anything you can do in Malio, and more. Ask which customers are slipping, pull the report, draft the promo email, update a record or build a segment. Type it the way you’d say it, and Malio does the work and shows you what it did.
  6. See every customer the way Malio does. Visits, orders, spend, buying rhythm, lapse date and every Journey they’re on, in store and online. Add your own fields and screens so Malio tracks what your business cares about.

What’s in Malio

  • One record per customerEvery order, visit, Reward and contact detail for a person, joined across your store, your website and every system you connect.
  • ConnectionsShopify, Lightspeed and other point of sale and ecommerce platforms, plus any system that holds customer or order data and can connect.
  • Bring in your dataCustomers, purchase history and loyalty balances from your current CRM, online store, point of sale and loyalty program. Malio reconciles every total, whether you’re switching from another CRM or starting your first.
  • JourneysMalio learns each customer’s buying rhythm from every connected source, works out when they’re likely to lapse, and runs retention for you: Rewards, reminders and win-back offers sent automatically, with every step built and tuned by you.
  • Ready on day oneJourneys, automations and promotion emails come already written and set up with your store’s name, logo, colors and links. Change any of them, or write your own.
  • PromotionsSet up an offer once, choose who it’s for and when it runs, and Malio handles the campaign from start to finish.
  • Ask MalioAnything you can do in the app, from a single sentence: reports, segments, promo emails, record changes and more.
  • AnalyticsBuying patterns for every person and trends across the whole store, broken down by channel, segment and product.
  • Built around your storeCustom fields and screens, a role for every teammate, and two-step sign-in for owners and admins.

Questions

Which systems does Malio work with?

Shopify and Lightspeed, along with other point of sale and ecommerce platforms. If a system holds customer or order data and can connect, Malio can usually bring it in. Tell us what you run and we’ll show you how it fits.

Do we need a CRM already?

No. Malio builds its customer records straight from your point of sale, online store and the other systems you connect, so it can be your first CRM. If you do have one, it comes along too.

Can we move over from the CRM we use now?

Yes. Customers, their full purchase history and their loyalty balances come across, and Malio checks every total against your old system before you switch over.

How do Journeys decide when to reach out?

Malio looks at how often each person buys and when they last did, across every connected system, and works out their own lapse date. You decide what happens as that date gets close, whether that’s a Reward, a reminder or a win-back offer, and Journeys runs it automatically.

Do we have to write our own emails?

No. Malio starts you with every Journey, automation and promotion email already written and filled in with your store’s name, logo, colors and links, plus the pictures you choose. Edit any of them, or start fresh.

What can Ask Malio do?

Anything you can do in the app, and more. Ask for a report, a segment, a promo email or a change to a customer’s record in plain language, and it does the work and shows you what changed.

What does the starting plan include?

10,000 customer slots a month. If your store has more customers than that, talk to us about a larger plan.

Who on my team can use Malio?

Everyone you add, each with a role that sets what they can see and change. Owners and admins sign in with two-step verification.

Start with 10,000 customer slots a month.

Connect your systems, bring in your customers from wherever they live today, and shape Malio around the way your store works.

Book a demo