CRM & Messaging

CRM & MessagingThat Actually Grows Revenue

We build CRM systems that don't just look busy — they actually grow your business. Whether you're running a dispensary or scaling a national CPG brand, your customer data should drive results.

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$90K → $1.1M

In attributed revenue, per month

for a multi-location dispensary client.

The CRM Mirage

Most cannabis CRM programs are built on illusion. They fire off campaigns, celebrate inflated attribution, and move on. But sending a discount to someone who was already going to shop isn't growth. At Heady, we measure success by incremental revenue — not vanity metrics. We help you uncover the real levers that change customer behavior, and we design CRM systems that drive lift over your baseline.

“If your CRM isn't growing your business, it's just another inbox filler.”

Our Proven Playbooks

Heady isn't here to write copy and hit send. We build the whole CRM machine — strategy, segmentation, automations, and creative — tied to your store's goals.

Top Sellers & Staff Picks deep links
DealSync CRM integrations to match web menus
Buyer Category campaigns (e.g. "Edibles people")
Winback + Lapsed flows that convert at 30%+
Product/Brand Recommenders that feel hand-picked
Weekend Warriors / Payday flows tied to timing patterns
Tiered Loyalty Messaging for higher spenders
Promo Visibility Maximizers (pre & post campaign triggers)

Built for both sides of the shelf

Who We Build For

For Cannabis Retailers

We speak Alpine IQ. We get Springbig. We bend Klaviyo to your POS. We've been there, and we've made it work.

Alpine IQ with Jane or Tymber
Klaviyo integrated with Dutchie POS
Springbig with no backend customization
Campaigns reflect your live menu
Automations trigger off sales behavior
Audiences optimized around purchase intent and churn risk
Promos get clicks and flows get the buybacks

For CPG Brands

Welcome to the CRM revolution for brands. Until now, cannabis brands struggled to add value via email — you didn't know what the user was shopping for, so you couldn't help them shop better. Now you can.

Hoodie Analytics segments like "Searched for Vapes"
Segments like "Filtered for On Sale"
Segments like "Looked at X product, didn't convert"
Segments like "Regular buyer in CA, not yet active in IL"
Email them a product they actually want
Link directly to a store where it's in stock
Your brand owns the customer relationship — not the retailer

What we deliver

What We Deliver

CRM Platform Setup & Clean-Up

Segmentation Strategy & Lifecycle Mapping

Copywriting & Asset Creation

Automated Flows + Manual Campaign Calendars

Attribution Audits & Incrementality Analysis

Deep Linking to Live Menus

Monthly Reporting with Insights, Not Just Numbers

What makes us different

Typical CRM Agency vs Heady

Typical CRM Agency	Heady
Sends emails & texts	Builds holistic CRM systems
Trusts native attribution blindly	Measures incremental revenue lift
Works with generic platforms	Specialized in Alpine IQ, Springbig, Klaviyo
Doesn't touch brand CRM	Innovating with Hoodie data & audience tagging
Talks creative	Talks strategy, segmentation, conversion triggers

Email marketing is a core part of our CRM work.

Dive into our cannabis email marketing services

Choose Your Level of Support

Choose the Right Level of Support

Whether you want full control, hands-on execution, or a simple place to start, Heady gives you clear options based on your goals, team, and timeline. Pick what fits now, and scale when you're ready.

Do It Yourself — AI tools and agents for your team

DIY

Custom AI agents for your brand
Proven Heady playbooks included
Full control, lower long-term cost

Get a free custom proposal

We'll recommend DIY or DFY for you.

Let's Plan Your Next Campaign

Want better results from your CRM? Let's talk through your next launch, promotion, or flow.

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