How To Use a CRM POS System To Grow Sales (2026)

Summary

In this episode Brooke Kiley explains how integrating a CRM with Shopify POS creates a unified customer record that syncs online and in‑store activity, enabling true omnichannel commerce. She outlines the benefits—single‑view insights, personalized clienteling, and automated loyalty/retention marketing—backed by data from Deloitte, PwC and real‑world examples like Mizzen+Main and Tecovas. The show also compares Shopify’s native CRM features with third‑party options such as Endear, Klaviyo, and HubSpot, and provides a step‑by‑step rollout plan: clean your data, connect integrations via APIs or apps, and train staff to capture and use customer details at checkout.