Know Your Best Customers
Before They Walk In.
TagLine turns your Shopify order history into a live client book — automatically ranked by loyalty, flagged by risk, and ready to act on. No spreadsheets. No CRM setup. Just your customers, organized.
Your client relationships, on autopilot.
TagLine reads your order history and does the work of a CRM — without any of the setup.
Every customer ranked automatically
TagLine analyzes purchase frequency, recency, and total spend to assign each customer a tier — A (VIP), B (Regular), C (Occasional), or At-Risk. No manual tagging required.
See who's overdue for a visit
Based on each customer's purchase rhythm, TagLine flags anyone who hasn't been in since they were expected. Reach out before they drift to a competitor.
Know their favorites before they walk in
Client Book tracks each shopper's favorite brands, preferred size, and purchase patterns — so your staff can give a personal greeting, not a cold one.
Filter and act on any segment
One click to isolate your VIPs, at-risk clients, or anyone due for a visit. Send early access invites, loyalty perks, or personal outreach — to exactly the right people.
Your best customers are already in your data.
Most retailers have no idea who their VIPs are until they stop coming in. TagLine changes that.
Everything you need to build real loyalty.
Client Book gives your team the context to make every customer feel like a regular.
RFM Customer Tiers
Recency, Frequency, Monetary — the proven framework for knowing who your real VIPs are. TagLine runs the math so you don't have to.
At-Risk Alerts
Customers who used to come in regularly but haven't lately get flagged automatically. Act fast before the relationship goes cold.
Purchase Rhythm Tracking
TagLine calculates how often each customer typically shops and alerts you when someone is overdue — personalized to their actual behavior.
Favorite Brands & Sizes
See the brands and sizes each shopper gravitates toward. Brief your staff before a big client walks in, or tailor your reach-out around what they love.
Flexible Date Ranges
View your client base over the last 30, 90, or 365 days — or go all-time. Segment by period to find who's newly active vs. long-term loyal.
One-Click Filtering
Jump straight to your VIPs, your at-risk list, or customers due for a visit with a single click. Then reach out directly from the table.
Clienteling Emails
Pick products you think a customer will love and send a personalized email — right from their Client Book row. Your sales rep's name goes on it, and replies go straight to them.
Projected 12-Month LTV
See how much each customer is likely to spend in the next year based on their purchase rhythm and average order value. Focus your energy where the return is highest.
How retailers use Client Book.
Your tier data is only valuable when you act on it. Here's what that looks like.
Early Access Events
Filter to Tier A and B customers, grab their emails, and send an exclusive preview invite before your sale goes public. Your best customers feel seen.
Loyalty Outreach
Identify your top 20 customers by lifetime spend, note their favorite brands, and send a clienteling email with handpicked new arrivals in their size — or have your team follow up with a personal call.
Win-Back Campaigns
Filter to At-Risk customers and sort by last visit. Send a personalized clienteling email with pieces you know they'll love — or a "We miss you" with a small incentive. Even recovering 3–4 clients a month adds up fast.
Stop guessing who your best customers are.
Client Book is included in TagLine. Install free, connect your Shopify store, and your full customer tier list is ready in minutes.