A customer in every system.
A whole picture in none.
Transactions, loyalty, ecommerce and messaging tell different parts of the story. Teams spend time joining the dots.
Bring the customer into focus THE NEXT CHAPTER OF RETAIL CRM
Give your customers
a reason to return.
We’re building an agentic CRM that helps retail teams understand customers, prepare relevant campaigns and connect engagement with loyalty.
Built around retail. Designed to work with your team.
A CONNECTED RETAIL MIND
NOTICE THE CHANGEFirst purchase. No second visit.A reason to reconnect
UNDERSTAND THE CUSTOMERThe right audienceContext before contact
swan aiINTELLIGENCE → ACTION
BUILD THE NEXT STEPA more personal journeyAudience + message + timing
KEEP YOUR TEAM IN CONTROLReady for your reviewClear reasons. Clear choices.
01 / INSIGHT02 / INTENT03 / ACTION
ONE RETAIL RELATIONSHIP.
EVERY MOMENT CONNECTED.
EVERY MOMENT CONNECTED.
Customer intelligence
✳Omnichannel engagement
✳Loyalty & growth
ACROSS RETAIL & HEALTHCARE
01 / THE RETAIL REALITY
Your customers don’t
shop in silos.
They discover online, buy in store, earn points and come back on their terms. Your CRM should connect the whole relationship.
A customer in every system.
A good idea.
Too much work to make it happen.
An audience here, an offer there, another journey to build. The opportunity moves faster than the campaign.
Connect intent to executionMore messages.
Less meaning.
Blanket discounts and overlapping campaigns can cost margin, attention and trust. Every contact needs a reason.
Make every contact count02 / RETAIL USE CASES
From a retail goal
to a campaign plan.
See how a repeat-purchase, basket-growth or replenishment goal could translate into an audience, a relevant follow-up and a measurement plan.
ILLUSTRATIVE RETAIL SCENARIO
GOAL
Help us turn first-time shoppers into second-time customers.
A second visit starts with a reason.
Let’s find new shoppers who haven’t returned, understand their first basket and build a relevant follow-up.
Read a sample campaign plan: who to target, what to send, what to review and how to measure it. No customer data is accessed and no campaign is sent.
THE RETAIL PLAYBOOKIllustrative plan
- 01 / UNDERSTANDFind the opportunity
First-time buyers who haven’t made a second purchase.
- 02 / PREPAREMake the next visit relevant
Use the first category purchased to shape a useful follow-up.
- 03 / REVIEWYou decide what goes live
Review eligibility, consent, contact pressure and the offer.
- 04 / LEARNLearn from the second purchase
Compare repeat purchase and margin with a holdout group.
The intended Swan workflow: understand the goal, prepare a plan and let the retail team review it.
03 / A RETAIL FOUNDATION
One relationship.
A connected platform.
Swan’s retail foundation brings the customer, the conversation and the reward together. Our agentic direction connects what happens next.
Understand.
Engage.
Grow.
From the first transaction to the next reason to return.
STOREECOMMERCECUSTOMER
Customer intelligence
Connect online and offline interactions, purchase history, profile attributes and consent to understand the person behind the basket.
Customer profiles · Transaction history · PreferencesAudience Studio
Build reusable customer segments around behaviour, value and purchase context, then connect them to activation.
Segmentation · RFM · Behavioural conditionsJourneys & engagement
Coordinate customer journeys and campaigns across the channels that matter to your retail business.
Email · WhatsApp · SMS · PushLoyalty & rewards
Create reasons to return through points, tiers, vouchers and rewards that connect to the customer relationship.
Earn & redeem · Tiers · RewardsOffers & promotions
Bring promotions into the engagement journey, so the audience, the message and the incentive work toward one retail objective.
Promotion engine · Incentives · Retail contextAnalytics & insights
Understand customers and campaign performance with retail reporting, then use what you learn to shape the next decision.
Customer insights · Campaign reporting · Dashboards Built on Swan’s retail platform. Specific modules and availability depend on your implementation.
04 / THE DIRECTION WE’RE BUILDING
More intelligence.
Less distance to action.
Our next chapter is organised around four outcomes for retail teams. Explore the capabilities behind each one.
05 / INTELLIGENCE WITH CONTEXT
Retail judgement.
Built into the brief.
A meaningful next action considers more than the likelihood of a click. It starts with the economics, the customer and the team behind the decision.
Revenue needs a margin story.
Consider the offer, the incentive cost and the business objective before choosing a treatment.
Attention is a relationship.
Plan around consent, channel eligibility, recent contact and the customer’s journey.
A recommendation needs a reason.
Make the signal, the audience and the proposed action understandable enough to review.
Learning should travel forward.
Use experiments and retail outcomes to improve the next programme, not just report on the last one.
A FEW USEFUL ANSWERS
Let’s make
it clear.
What do you mean by an agentic CRM?
Our direction is a CRM that helps connect the work: understand a retail goal, surface relevant customer context, prepare an audience and journey, explain the choices, and bring a plan to the team for review. The sample campaign plans on this site explain that intended workflow.
What can I explore with Swan today?
Swan’s public platform spans customer data, segmentation, journeys, omnichannel messaging, loyalty, promotions and analytics. The advanced capabilities in “What’s next” are product direction and exploration, rather than a statement of general availability. Module availability depends on your implementation.
Is Swan built for stores as well as ecommerce?
Yes. Swan’s retail foundation connects online and offline customer data and transactions. The right implementation depends on your source systems, customer identifiers and business processes. Discuss your store, ecommerce and loyalty setup with the team.
Will an agent send campaigns on its own?
This site’s product concept keeps review with your team. It illustrates preparing and explaining a plan, then asking people to review audience eligibility, message, offer and timing. These sample plans use prepared content. This website does not connect to customer data, generate a campaign with live AI or launch a campaign.
How do we get started?
Start with a retail objective: more second purchases, a better replenishment journey, healthier loyalty engagement or clearer campaign measurement. Choose a retail scenario above and open its campaign plan to see the proposed audience, follow-up and measurement approach.
Explore a retail example ↗YOUR NEXT CHAPTER IN RETAIL
Start with a retail goal.
Build a relevant next step.
Explore how customer understanding can shape your next audience, campaign and offer.
Try a retail scenario