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Customer Data Platform for Retail: Everything You Know About Your Customers, All in One Place

Data4Sales' Customer Data Platform brings together online and in-store sales, campaign results, and conversations into a 360° customer profile. With Orbis, you can understand what's happening in your customer base, build audiences in seconds, and turn data into action without relying on reports.

Schedule a demoSee the sources we connect to
Customer Data · 360° ProfileSynced today
Brick-and-mortar storee-commerceERPMarketplaceCampaignsWhatsApp
Lucía Martínez · POS Centerdoc. 4,512,xxx
lucia.m@mail.com · Website3 orders
+598 99 xxx xxx · WhatsApp2 inquiries
LM
Lucía M.3 accounts merged into 1 profile
Lifetime Value (LTV)$1,240
ChannelsStore · Website · WhatsApp
Favorite CategoryRunning
Estimated next purchasein 12 days
ChampionsRecurringAffinity: trail
How many Champions shop in stores and online?
Sources6 connected sourcesOnline, offline, campaigns, and conversations
Identity Resolution3 records, 1 customerDocument, email, and phone number linked
360° Profile+90 attributesLTV, frequency, affinity, segment, and stage
Orbis Copilot2,140 customersOmnichannel champions, based on their average order value and purchase frequency
Orbis AudiencesAudience ListOmnichannel Champions · Updated daily
Why a Customer Data Platform?

A single source of truth for marketing, e-commerce, and customer service

When e-commerce, point-of-sale systems, ERP, and WhatsApp store data separately, each team sees a different part of the customer's profile. Data4Sales brings them all together so everyone can make decisions based on the same information.

All your sources, one client

Online and in-store purchases, campaign results, and conversations are all combined into a profile that is updated daily.

Data You Can Understand Without Analysts

Ask Orbis Copilot what you need to know and get the answer with your numbers in seconds.

Ready to activate

Each segment, stage, or audience is used directly in campaigns, workflows, and customer service, without exporting spreadsheets.

Capabilities

From scattered data to customer insights— all in one place

Seven capabilities that work together, from connecting your data sources to serving your customers based on their complete history.

Well-informed sources

Online, offline, campaigns, and conversations all feed into the same profile

Data4Sales has more than 50 native connectors for the Latin American retail sector: it connects to your e-commerce platform, your point-of-sale systems, your ERP, and your CRM; using the Pixel, it tracks what each customer does on your website and adds data on your campaigns and conversations. Everything syncs daily, with no manual uploads required.

  • Native connectors for retail platforms in Latin America
  • Physical and Digital Sales on the Same Platform
  • Opens, clicks, purchases, and conversations return to the profile
Data Sources+50 connectors
eCommerce
VTEXShopifyTiendanubeWooCommerceMagento (Adobe Commerce)FenicioAnd more platforms
Brick-and-mortar store, ERP, and CRM
SAPOracleMicrosoft Dynamics 365SalesforceHubSpotOdooLightspeedBsaleZeta SoftwareYour POS
Web Behavior
Data4Sales PixelProducts ViewedCategories ViewedSearches
Marketing and Conversations
EmailWhatsAppSMSWorkflowsInstagramFacebook MessengerNPS Surveys
Customer Loyalty and Advertising Strategy
YotpoMeta AdsGoogle AdsTikTok Ads
Proprietary data
APIDatabasesBigQueryAmazon S3CSV and Excel
Identity Resolution and 360° Profile

Your best customer might be hidden across three different records

A purchase in-store using their ID, another online using their email address, and an inquiry via WhatsApp using their phone number might seem like three separate customers. Data4Sales detects that they are the same person, combines them into a single profile, and recalculates their true value.

  • Matches by document, email, and phone number across all your sources
  • Online purchases, in-store purchases, marketplace purchases, and conversations —all in one history
  • Accurate life value, segment, and stage, with more than 90 attributes updated daily
Identity ResolutionBefore and after unification
Not consolidated · 3 clients
lucia.m@mail.comWebsite · 3 purchases · $520
Occasional
Doc. 4,512,xxxDowntown Store · 2 purchases · USD 610
Occasional
+598 99 xxx xxxWhatsApp · no purchases
No data
=
With Data4Sales · 1 customer
LM
Lucía M.ID, email, and phone number combined
Combined Purchases6
ChannelsStore · Website · Marketplace
Real-life value$1,240
SegmentChampions
StageRecurring
Preferred channel: WhatsAppInterest: trail running
2.4xmore valuable than online registration alone. Without consolidation, your best customer looked like three occasional customers.

Illustrative example

Segmentation

Seven value segments, calculated using your data

Data4Sales categorizes each customer into a segment based on how much, when, and how often they buy. You’ll instantly know who your best customers are, who’s leaving, and who you can’t afford to lose.

  • Segments that are recalculated daily and track every change
  • Product and affinity clusters to understand what interests each customer
  • Metrics by segment: customers, average transaction value, frequency, and revenue
Value SegmentsCustomer Data
ChampionsThey shop frequently and spend more
Loyal customersThey come back regularly
PromisingThey were recently acquired and have growth potential
I can't lose themThey were so precious, and they're drifting away
At riskThey haven't bought anything in a while
Occasional buyersThey shop from time to time
Just passing throughThey made a single purchase and never came back

Illustrative Distribution

Customer life cycle

You know what stage each customer is in and what they need

Data4Sales tracks each customer's journey from their first purchase: whether they return, become a repeat customer, drift away, or come back. Every change in stage is recorded and can trigger a workflow.

  • Stages: New, Recurrent, At Risk, Lost, and Recovered
  • Recorded transitions to see how your user base changes from month to month
  • Each stage change can trigger an automatic workflow
Life CycleThis Month
1NewFirst Purchase
2One-time buyersThey haven't come back yet
3ResellersThey made their second purchase
4Repeat CustomersThey shop frequently
!LostThey stopped buying
↺RecoveredThey made another purchase
Orbis Copilot

Ask your data as if it were your best analyst

Orbis Copilot is connected to all your customer and product data. You ask it questions in natural language, and it responds in seconds with numbers and charts—no need to create reports or export spreadsheets.

  • Natural-language questions about customers, products, and sales
  • Answers with your numbers and charts, ready to share
  • From Discovery to Action: Every Response Can Lead to an Audience
Orbis CopilotConnected to your data
Which category are my repeat customers buying the most from this quarter?
Orbis Copilot · analyzesRunning, accounting for 34% of its purchases. Its average receipt total is 1.6 times that of the rest of the customer base.
RunningOutdoorTrainingLifestyle

Illustrative example

Orbis Audiences

Describe who you want to reach, and your audience is all set

Orbis Audiences translates what you write into rules about your data and builds the audience in seconds. You can fine-tune it manually, and it updates automatically every day so you can use it in campaigns, workflows, or customer service.

  • Hearings in natural language or with manual rules
  • Dynamic audiences that are updated daily
  • Lists for use in email, WhatsApp, and workflows
New AudienceOrbis Audiences
Champions who shop in stores and online but didn't make a purchase this month
Segment: ChampionsChannels: In-store and onlineNo purchases in 30 days
Omnichannel Champions on HoldDynamic Audience · Updated Daily
2.140

Illustrative example

Orbis Support

Use the full profile and add each conversation to your data

Orbis Support responds to your customers with their purchase history, active campaigns, and preferences right at your fingertips. And every conversation adds new information to their profile: why they reached out, which products they inquired about, and how close they are to making a purchase.

  • 24/7 Customer Service via WhatsApp, Instagram, Facebook, email, and MercadoLibre
  • Responses based on each client's 360° profile
  • Reasons for contact, products viewed, and intent are returned to Customer Data
Orbis Support · WhatsAppProfile visible
Do you have the Trail Pro in size 38? I saw them in the email.
Orbis Support: Yes, Lucía. We have size 38 at your usual store, and we can also ship them to your home. Should I set some aside for you?
Back to profile:Reason: stock inquiryProduct: Trail ProPurchase intent: high

Illustrative example

Data4Sales MCP

Your customer data within ChatGPT, Claude, and Gemini

With the Data4Sales MCP server, you can connect your Customer Data Platform to the AI assistant your team already uses. You can view customer data, sales figures, segments, and campaigns from your computer or phone, cross-reference them with your documents and spreadsheets, and, when you’re ready, take action on the platform—for example, by creating an audience.

  • It works with ChatGPT, Claude, Gemini, Grok, and Perplexity, as well as other MCP-compatible assistants
  • The same data that Orbis uses: unified profiles, more than 90 attributes per customer, predictions, and attributed revenue
  • Based on your username and permissions: each person sees only what their role in Data4Sales allows them to see
  • From analysis to action without leaving the chat

MCP (Model Context Protocol) is the open standard that allows an AI assistant to securely connect to other tools. See how it differs from Orbis Copilot

Your AI AssistantConnected to Data4Sales via MCP
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 for December:
They bought it in December, not in 20262.140USD 96 k
Champions as a Gift860USD 74 k
Recurring Messages via WhatsApp3.300USD 61 k
Would you like me to create these audiences in Data4Sales?
Yes, create them.
3 audiences created in Data4Sales

Illustrative example

Connected to the entire cycle

Customer Data is at the center: it receives everything and feeds everything

Receive

All your sources

  • Online and In-Store Shopping
  • Campaign and Workflow Results
  • Conversations with Your Customers
Work with Orbis

Customer Data

  • Combine the records into a 360° profile
  • Copilot analyzes and identifies opportunities
  • Audiences creates the segments
  • Support counts each conversation
Active

The entire platform

  • Email and WhatsApp Campaigns
  • Behavior-Based Workflows
  • Context-Aware Support in Orbis Support
Every action feeds back into the profile and makes it more accurate
Use Cases

What You Can Do With Your Data Starting in the First Month

Integrate the physical and online stores

Find out who shops on each channel and how much an omnichannel customer is worth.

Getting to Know Your Best Customers

What they buy, when they return, and what sets them apart from the rest.

Identify at-risk customers

Recognize early on who is drifting away and take action before you lose them.

Planning Business Dates

Get ready for Cyber Monday or Black Friday by knowing who to talk to and what to say.

Measuring the Value of Life

Understand the value of each customer and each segment over time.

Recommend by Affinity

Find out which products each customer is interested in based on what they buy.

Success stories

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

View all cases
STIENDA Success StoryTechnology · UruguaySTIENDA+134% repeat purchases in MayHow STIENDA (Samsung Uruguay) Turned Automation into RevenueView case study47 Street Success StoryFashion · Argentina47 Street1.9x omnichannel customer value100 stores in a single conversationView case studyMarley Coffee Success StoryCoffee · ChileMarley Coffee15.9% conversion rateHow Brand Recognition Led to ProfitabilityView case studyFORUS Success StoryFashion · UruguayFORUS+46% in revenueGreater customer retention with WhatsApp as the leading channelView case studyTaTa Success StorySupermarkets · UruguayTaTa+10% increase in reactivated customersHow TaTa Reactivated and Built Loyalty Among Inactive Customers Using WhatsAppView case studyMonte de Piedad National Success StoryRetail · MexicoNational Monte de Piedad1:1 WhatsApp campaignsPredictive segmentation for sales eventsView case studySally Beauty Case StudyBeauty · ChileSally Beauty+46% in revenue during CYBERIts inactive customer base translated into a 46% increase in revenueView case studyGiani Dafirenze Success StoryFashion · ChileGiani Dafirenze+17% conversion rateTheir anniversary, turned into a sales powerhouseView case studyPawal Success StoryPets · ChilePawal50% increase in salesReactivation, repeat purchases, and new customer acquisition with WhatsAppView case studySuccess Story: The Chemist LookBeauty · UruguayThe Chemist Look+52% open rateCustomer segmentation as your best routineView case studyUndergold Success StoryFashion · ColombiaUndergold70% off Meta AdsUp to 70% lower cost on Meta Ads without losing impactView case study
Keep exploring

It works best in conjunction with the rest of the platform

DataOrbis CopilotAsk your data questions and turn every insight into action
MarketingSmart AudiencesSegments That Update Themselves
MarketingProduct AffinityRecommendations based on what is purchased together
MarketingWorkflowsWorkflows that are triggered with each stage change
MarketingEmail and WhatsApp MarketingCampaigns Using Individual Customer Data
SupportOrbis SupportCustomer service with the complete history on display
Integrations

The Customer Data Platform integrates with the tools you already use

The data that comes in through your systems is consolidated into a profile for each customer and is then sent—along with all its context—to your channels, your ads, and your AI assistant.

Home

eCommerce

Customers, orders, shopping carts, and the catalog—all synchronized every day.

VTEXShopifyTiendanubeWooCommerceMagento (Adobe Commerce)FenicioAnd more platforms
Home

Brick-and-mortar store, ERP, and CRM

In-store sales follow the same pattern as online purchases.

SAPOracleMicrosoft Dynamics 365SalesforceHubSpotOdooLightspeedBsaleZeta SoftwareYour POS
Home

Website, Customer Loyalty, and First-Party Data

Performance on your site, reviews, and any other sources you already have.

Data4Sales PixelYotpoBigQueryAmazon S3DatabasesAPICSV and Excel
Departure

Messaging Channels

Campaigns, workflows, and customer service tailored to each client's context.

WhatsApp Business APIEmailSMSInstagramFacebook Messenger
Departure

Digital Guidelines

Natively synchronized audiences and lookalikes of your best customers.

Meta AdsGoogle AdsTikTok Ads
Departure

AI Assistants with MCP

View and activate your Data4Sales data from the assistant you already use.

ChatGPTClaudeGeminiGrokPerplexity
  • Daily synchronization, no manual uploads
  • Identity resolution: one unique profile per customer
  • Setup with support from our team
  • Can't find your system? We can connect to it via API, database, or files.
View all integrations
Frequently Asked Questions

Customer Data Platform at Data4Sales

Here are the questions marketing, e-commerce, and data teams usually ask us before we get started.

What is the Data4Sales Customer Data Platform?

It is Data4Sales' customer database. It brings together information from your e-commerce platform, your brick-and-mortar stores, your ERP, your campaigns, and your conversations into a 360° customer profile, with more than 90 calculated attributes. Orbis, campaigns, workflows, and support all rely on this data.

Which data sources are connected?

Data4Sales has more than 50 native connectors. For e-commerce: VTEX, Shopify, Tiendanube, WooCommerce, Magento (Adobe Commerce), and Fenicio. For brick-and-mortar stores, ERP, and CRM: SAP, Oracle, Microsoft Dynamics 365, Salesforce, HubSpot, Odoo, Lightspeed, Bsale, Zeta Software, and proprietary POS systems. It also integrates web browsing data via the Pixel, Yotpo reviews, your campaigns and conversations, and data from APIs, databases, BigQuery, Amazon S3, or CSV and Excel files.

Can I combine my in-store and online purchases?

Yes. Data4Sales connects your retail locations and your e-commerce platform and consolidates purchases from both channels into a single customer profile. This way, you can see who shops only in-store, who shops only online, and who shops in both places, and you can tailor your approach to each group.

What is identity resolution?

This is the process that identifies when multiple records belong to the same person—for example, a purchase made in-store using their ID and another made online using their email address—and merges them into a single profile. It prevents duplicates and gives you an accurate picture of how much each customer spends.

Which segments and life cycle stages does it calculate?

Data4Sales categorizes your customers into seven value segments—such as Champions, Loyal Customers, At Risk, or Can’t Afford to Lose Them—and into life cycle stages, from the first purchase to lost and recovered customers. Everything is recalculated daily based on your data.

Do I need an analyst to use the data?

No. With Orbis Copilot, you ask your data questions in natural language and get an answer in seconds, complete with numbers and charts. With Orbis Audiences, you describe who you want to reach, and the audience is set up and ready to use.

How is it different from a CRM?

A CRM stores contacts and opportunities that are manually entered. Data4Sales' Customer Data Platform automatically pulls data from all your sources, calculates attributes and predictions for each customer, and connects that data directly to your campaigns, workflows, and customer service.

What is the Data4Sales MCP?

It is an MCP (Model Context Protocol) server that connects your Customer Data Platform with AI assistants such as ChatGPT, Claude, Gemini, Grok, or Perplexity. From the assistant, you can query customer data, sales figures, segments, and campaigns; cross-reference them with your documents; and, when you choose to, trigger actions in Data4Sales—for example, by creating an audience. Each user logs in with their own username and permissions.

What data does the Pixel collect from Data4Sales?

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

Get to know your customers—really— and start selling based on that data

We'll show you what your customers would look like in a 360° profile based on your business data.

Schedule a demo