If you’re scaling a fast-growing B2C brand, you’ve likely faced this frustrating truth: the tools you rely on for managing customer relationships were never built with your needs in mind.
Most CRMs and marketing platforms were built for complex, low-volume B2B sales cycles. They’re not equipped to handle the rapid-fire, high-frequency interactions that define the modern B2C environment. This fundamental mismatch creates a ripple effect of inefficiencies across your tech stack.
Let’s break it down:
- B2B Bias in CRMs: Traditional CRMs focus on long sales cycles and high-ticket deals. They’re optimized for tracking opportunities, pipelines, and accounts, not millions of fast-moving consumer interactions.
- Siloed, Channel-First Tools: Many businesses are juggling disconnected tools like email, SMS, loyalty programs, or chatbots. That leads to data silos, inconsistent messaging, and an incomplete customer view.
- Data Scale Challenges: Managing millions of customer profiles and touchpoints can overwhelm platforms that are not engineered for volume and real-time responsiveness.
- Disjointed Operations: With over 16 tools on average in use across B2C marketing teams, fragmentation is more the norm than the exception.
Put simply, B2C brands are stuck cobbling together solutions that were never meant to work together, slowing growth and suffocating potential.
Introducing Klaviyo: The Only CRM Built for B2C
At TaskOn, we’ve worked with countless brands trying to untangle messy stacks and reclaim control of their customer relationships. The tool we consistently recommend? Klaviyo.
Why? Because Klaviyo wasn’t adapted for B2C. It was built for it from day one. It is the first and only CRM made to handle the speed, scale, and sophistication of B2C.
Here’s how Klaviyo does what traditional tech can’t:
Data-First, Built In
Klaviyo doesn’t just collect data. It connects, organizes, and activates it in real time, across your entire customer lifecycle.
- Real-time profile: Every customer’s purchase history, browsing behavior, and engagement is unified into a single, always-updating view.
- No limits, no silos: Whether you’re syncing with Shopify, Recharge, or 350+ other integrations, Klaviyo makes your data actionable from day one.
With real-time visibility, marketers don’t guess. They know exactly when and how to engage. No more spreadsheets. No more black boxes. Just data that performs.
1:1 Personalization, Without Complexity
Klaviyo brings all your customer communication channels under one roof and powers them with smart segmentation and AI-driven optimization.
- All channels, fully integrated: Run seamless campaigns across email, SMS, mobile, ads, and WhatsApp, all from one platform.
- Real-time, precise segmentation: Use behavioral, demographic, and historical data to trigger perfectly timed messages.
Whether you’re welcoming a first-time buyer or reactivating a lapsed VIP, Klaviyo ensures your message hits the mark, without needing a data scientist on staff.
All-in-One Platform for Marketing & Service Teams
Forget clunky integrations and handoffs between platforms. Klaviyo unites marketing, analytics, and customer service in one powerful, user-friendly environment.
- All-in-one platform: One workspace for campaigns, automations, segmentation, support tickets, and insights.
- Tailored for scale: Designed to support high-volume transactions and hyper-personalized experiences, whether you’re handling 100 orders a week or 100,000.
Klaviyo empowers every team, marketers, retention specialists, and support agents, with shared data and real-time tools that drive smarter decisions and faster growth.
Klaviyo Products: Built to Power the Entire B2C Customer Experience
Klaviyo doesn’t just unify your data and communications; it brings every essential marketing and service function into one powerful platform. The result? Seamless workflows, actionable insights, and personalized experiences that scale effortlessly with your business.
Let’s explore the core Klaviyo product pillars and what they mean for growing B2C brands:
1. Klaviyo Data Platform
At the core of Klaviyo is a robust data platform that replaces the need for disconnected tools and sluggish CDPs. It delivers a unified, real-time view of your customers by combining marketing, commerce, and service data into one actionable system.
Every customer interaction, whether it’s a product view, cart abandonment, or email click, is captured and organized instantly. You can customize the data schema to fit your business needs, sync it across warehouses and third-party tools, and activate it immediately inside campaigns or workflows. With built-in tools to clean and normalize your data, your insights become sharper and more reliable.
When your data is centralized, clean, and real-time, every decision you make becomes smarter, and every message more relevant.
2. Klaviyo Marketing
This is where intelligence meets execution. The platform enables you to orchestrate fully integrated campaigns across email, SMS, mobile push notifications, ads, and even WhatsApp, all from a single interface.
Thanks to pre-built flows, AI-powered recommendations, and predictive analytics, you can launch and optimize personalized campaigns quickly without needing IT support. From building welcome sequences, post-purchase follow-ups, or complex win-back journeys, Klaviyo handles the scale and sophistication required for today’s consumer journeys.
With Klaviyo, you automate with confidence and personalize at scale, unlocking higher ROI and better customer relationships.
3. Klaviyo Service
Support shouldn’t be separate from marketing. It should be part of the same customer journey. Klaviyo Service integrates customer support directly into your marketing ecosystem.
Beyond live support, Klaviyo also enables robust self-service options. Customers can manage orders, initiate returns, and discover relevant products through a personalized hub that is available 24/7. And because service data feeds back into the core platform, every interaction becomes another layer of insight you can use to personalize future marketing.
Great service creates loyal customers. Klaviyo turns support into a scalable retention channel that strengthens your brand experience.
4. Klaviyo Analytics
No more exporting data to spreadsheets or trying to stitch together performance metrics across platforms. Klaviyo Analytics provides intuitive dashboards and deep reporting tools directly within the platform. This gives your team instant visibility into what’s working and what’s not.
You can track marketing performance, customer behavior, conversion trends, lifetime value, and even service interactions, all in one place. Testing and optimization tools are built in, allowing you to iterate and improve campaigns quickly. Whether you’re looking to benchmark segments, refine your funnels, or uncover high-LTV customer patterns, Klaviyo gives you the answers.
Real-time insights mean real-time improvements. You make faster, better-informed decisions that directly impact growth.
Ready to Unlock the Full Power of Klaviyo for Your Brand?
We don’t just help brands “get started”. We create high-performance Klaviyo systems that maximize every feature you’ve just read about. From segmentation strategies to lifecycle automations to full-stack integrations, we help turn your Klaviyo investment into measurable revenue.
Curious how real brands are driving serious growth with Klaviyo? Explore our case studies to see how TaskOn has helped B2C businesses boost retention, increase revenue, and unlock the full potential of their customer data faster than they thought possible.
If you’re migrating from another platform, fine-tuning an existing Klaviyo setup, or scaling to support rapid growth, we’re ready to help you take the next step with confidence.
Book Your Free Consultation with TaskOn
We’ll show you exactly how to unlock more value from your data, campaigns, and customer relationships.
