Data, marketing, and
support—all in one system.

Customer Data Platform and Marketing Cloud integrated with AI agents. A system that identifies opportunities, executes them for you, and measures each result.

Schedule a demo See how it works

Customer Data

Brick-and-mortar storese-commerceWeb PixelERPMarketplacesCourier services

LMLucía M.360° Profile · 3 Unified Records

LTV$1,240

Last website visitViewed Running

Next Purchasein 12 days

Churn RiskMedium

Omnichannel CustomerReactivated

Orbis · AI AgentsCopilotAudiencesCreativeSupport

Which repeat customers have stopped shopping in the last 60 days?

Copilot · Analysis: I identified 1,204 customers. They shopped every 28 days on average; 64% of them shopped in physical stores.

Audiences · SegmentRecurring customers on hold1,204 customers · dynamic audienceSynced with Meta, Google Ads, and TikTok

Creative · copy: “Hi Lucía, we miss you. We picked these three new items with you in mind.”

Enable in Marketing Cloud

Marketing Cloud · Workflows

818

266

SMS

120

Assigned Orders187revenue attributed to each share

Paid Audiences · Native Integration

MetaGoogle AdsTikTok

Smart Support

Do you have the new item in my size?

Support · Respond with context: Yes, Lucía. We have your size 38, the same as your last purchase. Would you like me to set it aside for you?

Platform Architecture

From Data to Action:
—The Complete Cycle

Your data sources—including the behavior on your website captured by the Pixel—feed into a 360° profile for each customer. Orbis analyzes this data and activates it in Marketing Cloud, Workflows, and Intelligent Support. Every interaction feeds back into the CDP and continuously enriches the profile. With the MCP server, the AI agents your brand already uses—such as ChatGPT, Claude, or those you develop—use the same data as Orbis.

eCommerceVTEXShopifyTiendanubeMagentoWooCommercePhoenicianBrick-and-Mortar Store and ERPSAPOracleMicrosoft Dynamics 365Salesforce

View the 50+ integrations

POWER SUPPLIES · +50 CONNECTORS

Brick-and-mortar storese-commerceWeb pixelERPMarketplacesMessaging and social media

Orbis · AI Agent

CUSTOMER DATA

360° Profile

Identity Resolution

MARKETING CLOUD

Campaigns via WhatsApp, email, and SMS

WORKFLOWS

24/7 Automation

PAID AUDIENCES

Meta, Google Ads, and TikTok, with native integration

SMART SUPPORT

Orbis Support

Every interaction is logged in the CDP

No data silosEach module uses the data generated by the previous one, without the need for exports or manual processes.

A Single Source of TruthMarketing, e-commerce, and customer service all use the same profile.

Native IntegrationMore than 50 connectors for the Latin American retail ecosystem.

Customer Data

A unified view of each customer across all your channels

Data4Sales integrates with your point-of-sale systems, your e-commerce platform, and your ERP, and uses the Pixel to track each customer’s activity on your website. It synchronizes the data daily. The result: a 360° customer profile, with more than 90 calculated attributes, such as lifetime value, frequency, and probability of repeat purchase.

Unified RetailPhysical and digital sales in a single view.

Identity ResolutionConsolidates duplicate records into a single profile.

New Web PixelCategories, products viewed, and searches on your e-commerce site—ready to be activated in campaigns and workflows.

Customer AnalysisLTV, segment, and churn risk for each customer.

Product AnalysisProduct Affinity and Cross-Selling Patterns.

Business MetricsRevenue, repeat purchases, and average order value, updated daily.

Well-informed sources

eCommercePoint of SaleERPWeb Pixel

Lucía M.3 unified records

Lifetime Value (LTV)High

Channels: Store · Website · WhatsApp

Next purchase estimatedin 12 days

Churn RiskLow

Web activity · PixelVioin the Running category · searched for “trail running shoes”

Orbis · AI Agents

Your team makes the request.
Orbis analyzes, creates, and executes.

Our AI agents operate within the platform, using your data and your tools. A single conversation can result in a new audience being created, a message being drafted, and a workflow being activated—all without the need for exports or switching systems.

Orbis

I need to win back VIP customers who haven't made a purchase in 60 days

Orbis Copilot · Analysis: I identified1,204 VIP customers. Their average order value is double that of other customers, and 70% of them make purchases via WhatsApp.

Orbis Audiences · I createdthe “VIP · 60 days without a purchase” audience segment. It updates automatically every day.

Orbis Creative · Copywriting: Here’s a WhatsApp message I suggest: “Hi [name], we miss you. We picked out these products just for you.” Along with your 3 recommended products.

Activate in the reactivation workflowEdit messageView audience

Analyze · CopilotGet insights from your data in seconds—no spreadsheets or manual reports required.

Segment · AudiencesDescribe who you want to reach, and the audience is ready to be activated.

Copywriting · CreativeMessages that reflect your brand’s tone and each client’s products.

Customer Service · Support24/7 support with a complete history for each customer.

Greater Productivity for Your TeamReports, segmentations, and messages that used to take days to handle can now be resolved in a single conversation.

Lower operating costsData, campaigns, automation, and customer service are no longer dependent on separate tools.

Context-aware AI, not genericOrbis works with your own data: it doesn’t require data exports or contextual explanations.

Orbis · The Agentive Universe

From "Recommend" to "Execute": Orbis works for you

It identifies opportunities, creates campaigns for each client, reports the results to you, and syncs with your ChatGPT or Claude. All based on your actual data, with every sale tracked.

Orbis Pulse Opportunities AI Reporting Your AI Assistant

Orbis Pulse · MissionsNew

Choose a goal. Orbis decides what to do with each customer.

Each campaign is based on a lifecycle objective, such as driving a second purchase or re-engaging inactive customers. You set the parameters, and Orbis selects—on a customer-by-customer basis—the tactic, channel, and timing. It then measures sales performance against a control group.

Goals with their own metrics: first purchase, second purchase, repeat purchase, average transaction value, reactivation, and customer loyalty
More than 50 tactics that Orbis tailors to each client's stage
Your rules: channels, frequency, schedules, and discounts
Incremental results, measured against a control group

Orbis Pulse · Missions

New MissionStep 1 of 2

Objective

First-time buyersProspectsSecond PurchaseFirst-TimeBuyersKeep Them Coming: Repeatand Frequent BuyersHighest Average Order Value: Recurring and Frequent CustomersRe-engagement: Inactive customersLoyalty: Your best customers

Mission metric: second purchase within 90 days

Your Limits

ChannelsWhatsAppEmail

Frequency2 times per week per client

Hours9 a.m. to 8 p.m.

DiscountsDisabled

Activate mission

Second purchaseActive · Day 32 of 90

4,820 Customers

17.8% Returned

+5.2 percentage pointscompared to the control group

Tactics Chosen by Orbis

The Perfect Complement41%

Thank You and Product Usage32%

Second Purchase Reminder27%

A plan for every customer

LuciaWhatsApp · Day 5Add-onShe bought

MartínEmail · Day 3No reply: switch to WhatsApp

AnaBreak: Reached weekly limit

Orbis Pulse Tactics

More than 50 tactics. Orbis chooses the right one for each client.

Here are some of the ways she combines these elements within each campaign, depending on each client's stage: what to say—via WhatsApp, email, SMS, or ads on Meta and Google—and when to say it.

More customers like your best onesFind people on Meta and Google who are similar to your top customersStart Mission From Click to ContactTurn anonymous visitors into contacts via email and WhatsAppStart Mission A welcome that hooks you inShowcase your brand and find out what each subscriber is looking forStart Mission The First "Yes"A tailored incentive to encourage the lead to make their first purchaseStart Mission Shopping Carts That Come BackTake anyone who left items behind back to the checkoutStart Mission Interest That Never WanesRe-engage customers who viewed products but left without buyingStart Mission He came back, got off, and is running out of steamNotify me when the item I want is back in stock, goes on sale, or is about to sell outStart Mission Customers Who Bring in Other CustomersReward those who recommend your brand and the friends who joinStart Mission The Voice of the CustomerMeasure every experience with NPS and resolve issues before they escalateStart Mission From one purchase to twoTurn your first-time buyer into a repeat customerStart Mission The Perfect CompanionSuggest items that go well with what you just boughtStart Mission They're back—and here to stayStay with the one who came back so they won't leave againStart Mission

OpportunitiesNew

The opportunities that AI identifies every morning, ready to be activated

In Reports, Orbis shows you what it found in your data: valuable customers who are churning, cross-selling opportunities, and abandoned carts. Each opportunity comes with its own insight, potential revenue, and the best way to capitalize on it.

Insights and Key Metrics for Each Opportunity
Guided Activation: Campaign, Personalized Messages, or Flow
History of Activated and Rejected Opportunities

Reports · Identified Opportunities

24 Totaldetected

18Earrings

5Activated

1Rejected

OpportunityChannelStatus

High-potential customers who haven't made a purchase in 60 days2,847 contacts · High priorityEmailNot activated

Upsell to Frequent Buyers856 contacts · Medium priorityWhatsAppNot activated

Recover Abandoned Shopping Carts from the Weekend322 contacts · High priorityEmailActivated

AI Reporting · Orbis CopilotNew

Request a report once and receive it every week in your email

Any response from Orbis Copilot is saved as an automated report. You choose the frequency, the day, and the recipients, and it is sent via email with the data from the last processing, Orbis's insights, and the PDF.

Reports in natural language, without creating dashboards
Automatic daily, weekly, monthly, or custom scheduling
Open the analysis in Orbis and keep asking questions

Orbis Copilot · Automated Reports

COPILOTAutomated Report · WeeklyRevenue and Orders by Channel

Hi, María. Your weekly report is ready:

Revenue$184,000

Leading ChannelWebsite

OrbisInsight: WhatsAppgrew by 18% and now accounts for 4 out of every 10 sales. Opportunity: boost repeat purchases on the website.

View analysis on OrbisPDF

Data4Sales: Your AI AssistantNew

Your Data4Sales data, where you already work

With the MCP connector, you can check your customer data, sales, and campaigns through ChatGPT, Claude, and other AI assistants on your computer or phone. You can cross-reference this information with documents and other tools, and take action on the platform whenever you choose.

From anywhere, including on your phone
With all your context: documents, spreadsheets, and other tools
From analysis to action without leaving the chat

Works with

ChatGPT

Claude

Gemini

Grok

Perplexity

and other MCP-compatible devices

Your AI assistant · connected to Data4Sales

Compare the December sales plan with my sales from last year in Data4Sales. Who should I talk to first?

⚙ Viewing Data4Sales · Sales, Segments, and Campaigns

These three groups have the most potential:

Audience	Customers	Value
They bought it in December, not in 2026	2.140	USD 96 k
Champions as a Gift	860	USD 74 k
Recurring Messages via WhatsApp	3.300	USD 61 k

Would you like me to create these audiences in Data4Sales?

✓ 3 audiences created in Data4Sales

CS & Growth

A team of retail growth experts—an integral part of your strategy

From day one, you’ll have access to a Customer Success & Growth team that specializes in retail in Latin America. They’ll guide you through the implementation process, help you design your first campaigns, and review the results of each season with you. Included in your plan.

Guided OnboardingGrowth sessionsSeasonal planning

Data4Sales' Customer Success & Growth Team at their booth at eCommerce Day

GLGuido LeivaHead of Customer Success & Growth

Next Growth SessionMonthly Results and Black Friday Plan

Testimonials

In the words of our customers

“Data4Sales gives us a 360° view of what’s happening with our audiences and our products.”
**Leonardo Dartayete**Head of E-Commerce · STIENDA and Tienda Soy Santander

“The experience has been entirely positive. Our numbers have grown, and we have high-quality data to help us make better decisions.”
**Jorge Bahamondes**Sales Manager · Dimeiggs

“It really helped us with our customer metrics. We didn't have much visibility into the best-selling products and categories in each segment.”
**Melody Hirschmann**Omnichannel Manager · El Dorado

“Data4Sales has helped us better manage our customers and make our segmentation and communications much more effective to improve customer retention.”
**Coloma Gili**CEO & Co-Founder · PetVet

“Being able to segment our customers and run targeted campaigns using data from several years ago has been incredibly helpful to us.”
**Eva Guzmán**CEO and Founder · Tus Mascotas

“With Data4Sales, you’ll be able to brainstorm with your team, come up with three, four, or five actions, test them, and measure their results. That’s very hard to find on the market.”
**Luciano Panetta**Head of Digital Channels · Forus

“The first step was to integrate our POS system with our online platform. With Data4Sales, we found a way to analyze the data and take immediate action.”
**Sara Bermúdez Correa**Director of Marketing and Digital Strategy · Undergold

Frequently Asked Questions

What is Data4Sales?

Data4Sales is a Customer Data Platform powered by AI agents for retailers and e-commerce brands in Latin America. It unifies data from your brick-and-mortar stores, your e-commerce site, and your conversational channels into a 360° customer profile; combines website behavior data using the Pixel; activates campaigns and workflows via WhatsApp, email, and SMS; measures satisfaction with NPS surveys; provides customer support through Orbis Support; and tracks the incremental revenue generated by each action.

How is it different from a CRM or an email tool?

A CRM tracks contacts, and an email tool sends messages. Data4Sales unifies data from all your channels, calculates more than 90 attributes per customer every day, orchestrates campaigns and workflows via WhatsApp, email, and SMS, provides customer service using AI, and measures the revenue attributed to each action. Its AI agents, Orbis, identify opportunities and execute them.

Does this work if I have a brick-and-mortar store?

Yes. We integrate with your retail locations and your ERP system, and we consolidate those purchases with online purchases so that each customer has a single profile.

What data does the Pixel collect from my e-commerce site?

The Pixel tracks each customer's browsing activity on your website: the categories and products they viewed and what they searched for. This behavior is added to their 360° profile and can be used to create audiences, launch campaigns, and trigger automated workflows—for example, when someone views a product but doesn't buy it. Learn more about the Web Pixel.

How is Orbis different from using ChatGPT or Claude?

They’re excellent tools, but they start from scratch: they require you to export data and explain the business context. Orbis is already connected to your sales, your customers, and your catalog; it keeps track of each customer’s history and takes care of the rest: it creates the audience, drafts the message, and sends it out.

Make sure your customers always choose you again.

Schedule a demo and find out how Data4Sales would work with your business data.

Schedule a demo

Data, marketing, and
support—all in one system.

From Data to Action:
—The Complete Cycle

Brands Across Latin America That Are Already Boosting Sales With Their Data

A unified view of each customer across all your channels

Your data analyst, available 24 hours a day

Hyper-personalization at scale, across every channel

Automated customer journeys that operate 24/7

Customer Service with AI That Solves Problems, Sells, and Learns

Your team makes the request.
Orbis analyzes, creates, and executes.

From "Recommend" to "Execute": Orbis works for you

Choose a goal. Orbis decides what to do with each customer.

More than 50 tactics. Orbis chooses the right one for each client.

The opportunities that AI identifies every morning, ready to be activated

Request a report once and receive it every week in your email

Your Data4Sales data, where you already work

A team of retail growth experts—an integral part of your strategy

In the words of our customers

Frequently Asked Questions

Make sure your customers always choose you again.

Data, marketing, and support—all in one system.

From Data to Action: —The Complete Cycle

Brands Across Latin America That Are Already Boosting Sales With Their Data

A unified view of each customer across all your channels

Your data analyst, available 24 hours a day

Hyper-personalization at scale, across every channel

Automated customer journeys that operate 24/7

Customer Service with AI That Solves Problems, Sells, and Learns

Your team makes the request.Orbis analyzes, creates, and executes.

From "Recommend" to "Execute": Orbis works for you

Choose a goal. Orbis decides what to do with each customer.

More than 50 tactics. Orbis chooses the right one for each client.

The opportunities that AI identifies every morning, ready to be activated

Request a report once and receive it every week in your email

Your Data4Sales data, where you already work

A team of retail growth experts—an integral part of your strategy

In the words of our customers

Frequently Asked Questions

Make sure your customers always choose you again.

Data, marketing, and
support—all in one system.

From Data to Action:
—The Complete Cycle

Your team makes the request.
Orbis analyzes, creates, and executes.