A few basics before we look at your payment setup.
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If you are doing less than $50K a month, Shopify Payments and the tools already built into Shopify are usually enough. Adding a CRM now would create more operational work without giving you enough upside in return.
Your best move is to keep the setup simple and focus on the things that will get you past that point: better ads, a stronger offer, higher conversion and getting more from your current Shopify setup.
Once you move beyond $50K a month, payment risk grows and there is much more room to improve approvals, routing and the rest of your backend. That is when a payment CRM starts to make sense for almost every business like yours.
We have learned this from experience and have had to say goodbye to merchants who adopted a CRM too early. Keep scaling. When you are ready for the next step, we will be happy to help.
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