Ambassador CRM
A CRM built for people who post, not people who buy
Every ambassador gets a profile that pulls together their application answers, social handles and engagement, referred orders, content, rewards, and full activity timeline.
Filter, tag, segment, and export. No separate spreadsheet.
Your ambassador data is in four places
A spreadsheet of handles, an inbox of DMs, Shopify orders, and someone memory.
Handles without performance
A list of Instagram usernames tells you nothing about whether those accounts drive revenue or reach.
Revenue without people
Shopify shows you the order. It does not show you who posted the reel that caused it, or what they have posted since.
No shared memory
When the person who ran the program leaves, so does the context about who is worth investing in.
How a profile gets built
Mostly automatically, from things the ambassador already did.
They apply
Standard fields plus every custom property you defined — size, sport, region, how they found you. All of it becomes filterable immediately.
They connect socials
Instagram, TikTok, X, YouTube, and Facebook handles arrive with follower counts and engagement, and their posts start flowing into the profile.
They start selling
Clicks, referred orders, personal orders, commissions, points, and redeemed rewards attach to the profile as they happen, with a timeline of every event.
What each profile holds
Segmentation
Filter down to the twelve people who matter
Search and filter on any field, including your own custom properties, then save the column view so your team sees the same thing you do.
Select the results and act on them in bulk: email them, add them to a program, tag them, or export the list for your SMS tool.
Content
Their posts live on their profile
Content an ambassador creates — feed posts, reels, TikToks, and story submissions tied to campaigns and actions — is collected against their record with its reach, impressions, engagement, and earned media value.
That turns a vague sense that someone is doing well into a number you can compare across the roster.
Housekeeping
Duplicates get merged, not tolerated
People apply twice, change email addresses, and get imported from an old platform under a different name. Roster lets you merge duplicate contacts so history, orders, and content consolidate onto one record instead of splitting your reporting.
What the data is for
Four decisions a good profile makes obvious.
Who to pay more
Contact-tag overrides let you raise a rate for specific people without building a new program.
Who to seed
Filter by size, region, and engagement before you spend money shipping product.
Who to invite
Campaign participants can be picked from a filtered list rather than blasted to everyone.
Who to drop
A member with clicks but no orders across two quarters is a different problem than one with neither.
Every field you collect at application becomes a filter for the life of the relationship.
Feeds the CRM
Questions brands ask
Is this a replacement for our ecommerce CRM?
No. Roster holds the ambassador relationship — handles, content, referral performance, rewards. Your ecommerce platform still owns the customer record.
Can we add our own fields?
Yes. Custom properties are defined once and then work in application forms, campaigns, contact filters, and the ambassador portal.
Can we import our existing roster?
Yes, by CSV with column mapping, or through the API. You can also seed historical referring relationships so recurring order rewards work from day one.
Can we export contacts?
Yes. Filter to the segment you want, select, and export — including contact tags and custom properties.
What happens if the same person applies twice?
You can merge the duplicate records so orders, content, and timeline history consolidate onto one profile.