For businesses built on follow-ups, personal touchpoints, and long-term client relationships.

The Relationship CRM SHARE Stack, powered by Shopify, Google Analytics, and Copper, is designed for teams who prioritize relationships over rush. With seamless integration into Google Workspace and an intuitive visual pipeline, Copper makes it easy to track conversations, manage contacts, and build lasting client trust without bouncing between platforms.

Why It Works

This stack is perfect for businesses that value nurturing, not just closing ideal for agencies, consultants, and service-based teams who want visibility without complexity.

Web + SEO Setup (Strategic Design + Shopify)

• Shopify-integrated website setup

• Strategic design review (3 revisions)

• Final design approval

• SEO audit + on-page optimization

• Launchpoint intake form

• Automated review request system

CRM & Workflow Integration (Copper)

• Copper CRM account setup

• Google Workspace integration (Gmail, Calendar, Drive)

• Custom pipeline and contact mapping

• Task automation + lead status tagging

• Reporting dashboard setup

• Testing and QA

Analytics + Performance Tracking (Google Suite)

• Google Analytics account setup

• UTM tracking and campaign creation

• Google Search Console integration

• Engagement and lead behavior tracking

• Conversion + event analytics

Action Tool Recommendation

• Pair this stack with Calendly for bookings, Zoom for consults, or Loom for personalized client touchpoints.

We recommend this stack for consultants, agencies, and client-service teams who value clean data, easy collaboration, and Google-native tools. It’s built for teams who want to scale without sacrificing personalization.

Prefer a CRM with more sales automation or marketing muscle? No problem each SHARE Stack is fully customizable. Head to our Product Reviews to explore more options.