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.
$90K → $1.1M
nuEra attributed CRM revenue, per month
Attributed CRM revenue as reported in Alpine IQ across a four-month engagement. Figures reflect Alpine IQ's attribution model.
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
We connect strategy, segmentation, automation and creative to the way your business reaches customers. Retail programs can use transaction history. Brand programs start with audience capture and product-interest signals.
Retail examples
- 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 Cannabis Brands
When retailers handle the transaction, your CRM starts with the moments your brand owns. We connect Where to Buy behavior, consented audience capture and relevant email follow-up so shoppers have a reason to stay connected.
- Capture interest by market and product.
- Follow up on retail discovery and availability requests.
- Build Klaviyo flows around consented customer signals.
- Measure audience growth, retailer actions and available sell-through data.
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
Flexible Financing
Financing Available for CRM Buildouts
Rebuilding your CRM does not have to compete with this month's operating budget. The financing case applies to implementation work, not ongoing management: eligible CRM architecture, platform migrations, lifecycle automation buildouts, segmentation, attribution, and POS or ecommerce integration projects may qualify through ReadyPaid by FundCanna. Recurring campaign management is not the intended use case.
Financing provided by ReadyPaid by FundCanna. Subject to approval and current terms.
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 |
Retention is one of the four pillars behind your Share of Map, the metric we use to size where growth actually comes from. Win the visibility and leak the customers, and the number tells the truth.
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
We'll recommend DIY or DFY for you.
Done For You — Hands-on by Heady's team
DFY
- Strategy and execution handled
- Built for complex initiatives
- Scale without new hires
Includes DFY, DIY, or next steps.
Not Ready Yet? Start with a free Heady guide
Free
- Complete cannabis marketing guide
- Real-world walkthroughs
- What it actually takes to win
Instant access. No sales call.
Let's Plan Your Next Campaign
Want better results from your CRM? Let's talk through your next launch, promotion, or flow.