Stack buildout & migrations.
CRM replatforming, integrations and custom models when the tools don't cover it.
Outcome. A CRM stack that fits your business. Migrated cleanly, integrated properly, and scoring what matters.
Does our current stack scale to the lifecycle and loyalty we want to run, or do we need to rebuild the foundation?
- Volume limits and deliverability
- Integration gaps between ESP and warehouse
- Missing scoring models
- Data migration risk
- Migration and cutover plan
- Custom integrations and scoring
- Real-time event pipeline
- Documentation and rollback plan
Zero-downtime cutover and measurable parity of reach, conversion, and data freshness.
When this is for you
You've outgrown your ESP and need to migrate to Braze, Iterable, Emarsys or SFMC without breaking revenue.
The out-of-the-box integrations don't cover your reality.
You need scoring models (RFM, propensity, churn) that don't exist in your ESP.
What we do
Deliverables you can point at.
- CRM migration plan: data model, identity, historical events, cutover
- Custom integrations between ESP/CDP, product, POS, support and BI
- Scoring models (RFM, propensity, churn risk) deployed and monitored
- Real-time event pipeline where the ESP alone falls short
- Zero-downtime cutover and rollback plan
- Full documentation and knowledge transfer
How we work
The build phases.
- 01
Phase 1: Discovery
Current state, target state, migration scope.
- 02
Phase 2: Build
Data model, integrations, scoring, flows rebuilt in the new stack.
- 03
Phase 3: Parallel run
Both stacks live. We compare, tune, catch regressions.
- 04
Phase 4: Cutover & run
Full switchover, decommission, continuous run.
Stack we work in
See all toolsThe default ESP for Shopify brands under $50M.
Cross-channel engagement platform for scale.
Cross-channel automation with a flexible data model.
SAP-owned CRM for retail and hospitality.
Enterprise marketing cloud.
The reference reverse ETL. Warehouse → every tool.
We work inside your accounts, on your contracts. Nothing lives in a Loiale black box.
Pairs well with
Lifecycle architecture
The strategic layer that runs continuously. We map, instrument and operate the full customer cycle, from first purchase to churn, and keep adjusting it as new data lands.
Data audit & capture strategy
The entry point to the system. Before anything runs, we need to know what you know, and what you're missing.
Loyalty & membership build
A modular loyalty system, built around your brand and operated by us. Not a points plugin.
Ready to talk about stack buildout & migrations?
30-minute call. We'll tell you if this is the right service for where you are, even if it isn't.
Request a call