Every channel, one store
Contacts from e-commerce, POS, courses, newsletters, memberships, and uploaded marketing lists — individuals and organizations in one place.
OPERATE · PEOPLE MODULE
Know every member by name
One contacts store for everyone who touches your business — buyers, learners, newsletter readers, and members alike.
No credit card. Free 14-day trial.
360-degree profiles
Every interaction, purchase, event, and course — in one profile. Complete visibility into every contact’s journey.
Smart segmentation
Group members by behavior, interests, purchase history, or custom criteria. Segments update automatically.
Activity tracking
See engagement across all modules. Know who’s active, who’s at risk, and who’s your champion.
Custom fields
Capture the data that matters to your community. Text, dates, dropdowns, files — whatever you need.
UNIFIED PROFILES
One profile, everywhere
One profile per member across all modules. Their event attendance, course progress, purchases, and messages — all in one place.
- Unified profile across all 23 modules
- Activity timeline with every touchpoint
- Custom profile fields (unlimited)
- Member-managed privacy settings
PS
Priya S.
Active · 2 courses
MR
Marco R.
New · signed up 3d
AO
Aisha O.
Member · 8 purchases
DP
David P.
Subscriber · 14mo
SEGMENTATION ENGINE
Dynamic groups, live data
Create segments based on any combination of profile data, behavior, and engagement. Segments are dynamic — they update as member data changes.
- Behavior-based segments (attended event, completed course, purchased)
- Tag system for manual categorization
- Dynamic groups that auto-update
- Segment analytics and overlap detection
47.3%open rate
12 replies
7 replies
3 replies
MULTI-CHANNEL INTAKE
Every contact, one store
Contacts populate automatically from e-commerce, POS, courses and learners, newsletter signups, and memberships. Upload marketing lists too — individuals and organizations alike.
- Auto-populate from commerce, POS, and courses
- Newsletter, membership, and uploaded list intake
- CSV import with field mapping
- Duplicate detection and merge
Preferences
Name
Email
Tier
Coupon
Built for how you actually work
Track renewals, engagement scores, and preferences. Identify at-risk members before they churn.
Plays nicely with your stack
Works with
Connects with
- Salesforce
- HubSpot
- Mailchimp (import/sync)
Works with the rest of Operate