One customer view for orders, emails, refunds, tickets, and notes.
The same buyer should not become five records. Lyberty keeps orders, emails, refunds, tickets, notes, audiences, and lifecycle work tied to the same person or account, so growth, support, and finance stop arguing over the customer count.
Same customer across tools
Shopify, Klaviyo, helpdesk, ad platforms, and finance events can point back to the same person or account.
Lifecycle work stays visible
Acquisition, repeat purchase, refund, churn risk, and support context stay together.
Questions without three exports
"Customers who bought after email X and refunded within 30 days" should be an answer, not a spreadsheet project.
One forecast, one number
Finance and marketing can discuss the same customers, orders, and revenue instead of debating which tool is right.
Less duplicate cleanup
Duplicates and mismatched IDs are handled as part of the work, not as a recurring side project.
| Task | Similar tools | Lyberty |
|---|---|---|
| CRM | HubSpot / Salesforce ($1.5-7k/mo) | included |
| Email & lifecycle | Klaviyo ($500-3k/mo) | included |
| Identity / CDP | Segment + RudderStack ($2k+/mo) | included |
| Glue between tools | Zapier + manual cleanup | included |
| Account record | Attio ($30-50/seat) | included |
The same buyer should not become five records.
Not a record in 4 tools
Meridian is not a Shopify buyer, a Klaviyo profile, a Stripe customer, and a support ticket submitter. It is one customer, with orders, emails, refunds, tickets, and notes attached.
The teammate who picks up the customer next quarter can see what happened last quarter. Nothing starts from scratch.
HubSpot · Salesforce · Attio gives you the tool. Lyberty ties it to the rest of the business.
Under the hood
The surface is just the view.
All six surfaces share the same record. Adopt one, and the others are already reading from what you wrote — no sync, no export, no reconcile.