Customer Data & PersonalisationOne view of every customer, and the right message for each of them.
Data and CRM specialists who bring customer records from your POS, website, app, marketplaces, CRM and WhatsApp into one consented profile, then put it to work in segments and journeys. Every campaign is measured against a holdout group, so you see what really moved.
- Single customer view
- Segments & journeys
- Consent-first (DPDP)
Free 30-minute call with a senior customer data specialist. Reply within one business day. Based in Jaipur, working with businesses across India.
- Discovery callFree 30 minutes with a senior specialist
- Scoped first phaseWritten scope, timeline and fixed price
- Build with weekly demosWorking software you can see every week
- Launch and supportGo-live with your team ready, then ongoing support
What are customer data platform and personalisation services?
A customer data platform (CDP) joins the records a business holds about each customer, from purchases and website visits to support tickets and WhatsApp chats, into one profile. Personalisation uses that profile to send the right message, offer or experience to each customer. Stack18 audits your customer data, resolves identities across systems, builds consent-aware segments and journeys on WhatsApp, email, SMS, app and web, and measures each one against a holdout group.
Last reviewed 11 November 2026 by the Stack18 delivery team in Jaipur. Security and AI governance · Pricing · About Stack18
| What it covers | Customer data audit and identity strategy; Identity resolution and single customer view; Segmentation and audiences; Personalised journeys across WhatsApp, email, SMS, app and web; Consent and preference management; Measurement with holdout testing. |
|---|---|
| Typical first step | Customer Data Audit: 2 weeks; fixed price. |
| Next step | Customer Data Platform Build: 6–10 weeks; fixed price. |
| Long-term option | Personalisation Care: ongoing; monthly retainer. |
| Measured by | Matched customer profiles; Repeat purchase rate; Campaign lift against holdout; Opt-out and complaint rate. Each against an agreed baseline. |
| Governance | Human approval at 5 governance gates before anything reaches production. NDA available on request. |
| Delivery team | Based in Jaipur, India. A senior specialist replies within one business day. |
You need Customer Data & Personalisation when…
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Customer Data & Personalisation, end to end.
Each capability is delivered by the same team on the Agentic SDLC, with your approval at every critical step.
Customer data audit & strategy
A map of every place customer data lives, and what to do with it.
- Source and identifier inventory
- Use cases ranked by value
- Build, buy or extend recommendation
Identity resolution
One profile per customer, across every system.
- Matching on phone, email and IDs
- Household and account linking
- Merge rules your team can review
Segmentation & audiences
Segments marketing can build without a ticket to IT.
- RFM, lifecycle and behaviour segments
- Predicted segments from scoring models
- Audience sync to ad and messaging tools
Personalised journeys
Messages that fit the customer, on the channel they use.
- WhatsApp, email, SMS, app and web
- Triggered, not just broadcast
- Product and content recommendations
Consent & preferences (DPDP)
Personal data used the way customers agreed to.
- Consent capture and notices
- Preference centre and opt-outs
- Access, correction and deletion requests
Measurement & testing
Proof of what worked, not just open rates.
- Holdout and control groups
- Incremental revenue reporting
- Journey-level dashboards
A typical customer data engagement, week by week.
Senior people lead every phase. Specialised AI agents on the Agentic SDLC handle the repetitive work, and nothing ships without your approval.
Audit
Inventory customer sources, identifiers, consent status and priority use cases.
Design
Choose the platform approach, define the profile, identity rules and consent model.
Build
Connect sources, resolve identities, build segments and the first journeys with holdouts.
Launch & measure
Go live, train marketing, and report lift on the first journeys.
Start small. Scale when it works.
Every engagement begins with a short, fixed-price step so you can judge the fit before committing further.
Customer Data Audit
Businesses with customer data spread across many systems.
- Duration
- 2 weeks
- Pricing
- Fixed price
- Customer data map
- Consent and DPDP gaps
- Costed platform plan
Customer Data Platform Build
Teams ready for one customer view and measured journeys.
- Duration
- 6–10 weeks
- Pricing
- Fixed price
- Unified, consented profiles
- Segments and first journeys
- Holdout-based reporting
Personalisation Care
Teams that want a steady programme of new journeys and tests.
- Duration
- Ongoing
- Pricing
- Monthly retainer
- New segments and journeys
- Monthly lift reporting
- Data quality and consent upkeep
Free customer data review
List the systems that hold customer data today. A Stack18 specialist sketches how they could join into one profile, where consent is at risk and which journey to start with.
- A one-page customer data map
- Consent and DPDP risks
- The first journey worth building
We agree targets before we start.
Every engagement has a baseline and a target on the measures that matter to you, reported at every read-out.
Where Customer Data & Personalisation makes the biggest difference.
D2C brand
- Challenge
- Website, marketplace and WhatsApp buyers are treated as strangers.
- What we do
- One profile per buyer, lifecycle segments and win-back journeys on WhatsApp and email with holdouts.
8 weeks
Retail chain
- Challenge
- Store and online loyalty run separately, and customers notice.
- What we do
- POS and ecommerce identity matching, one points balance and personalised offers by store.
10 weeks
Education institute
- Challenge
- Enquiries from ads, walk-ins and portals get the same follow-up.
- What we do
- Unified enquiry profiles, course-interest segments and consent-aware nurture journeys.
6 weeks
Customer Data & Personalisation questions.
Do we need to buy a customer data platform?
Not always. Many businesses can build a single customer view on their existing warehouse and CRM, while others benefit from a packaged CDP. The Customer Data Audit compares build, buy and extend for your size and budget, and we have no commission from any vendor.
Which tools do you work with?
We work with the CRM, messaging and analytics tools you already have, such as HubSpot, Salesforce, Zoho, WhatsApp Business Platform, email and SMS providers and GA4, and with warehouses such as BigQuery, Snowflake and PostgreSQL. Stack18’s Customer OS is an option when you need a ready-made base.
How do you handle consent under the DPDP Act?
Consent and notices are designed in from the start. We record what each customer agreed to, honour opt-outs on every channel, support access, correction and deletion requests, and limit each team to the data its purpose needs.
How is this different from CRM & Marketing Automation?
CRM & Marketing Automation sets up the CRM and the follow-ups your team runs every day. Customer Data & Personalisation joins data from every system into one profile and uses it to decide who gets what, then proves the effect with holdout groups.
How do you prove personalisation works?
Every journey keeps a random holdout group that does not receive it. We report the difference in purchases or conversions between the two groups, so you see incremental revenue rather than opens and clicks.
Do you provide customer data and personalisation services in Jaipur and across India?
Yes. Stack18 is headquartered in Jaipur, Rajasthan, and works with retail, D2C, education, healthcare and B2B businesses across India. You get a free 30-minute call, a fixed-price audit and weekly read-outs, wherever you are.
Often combined with.
Customer data work builds on CRM and marketing automation for day-to-day follow-up and on data engineering and platforms for reliable pipelines. Predictive analytics adds churn and propensity segments, and product analytics and conversion optimisation brings in on-site behaviour. See all Stack18 services.
CRM & Marketing Automation
A CRM your team uses, with follow-ups that run themselves.
Explore →Data & GrowthPredictive Analytics & ML
Forecasts and scores your teams act on every day.
Explore →Data & GrowthProduct Analytics & Conversion
Find where users drop off, fix it, and prove it worked.
Explore →Let's scope your Customer Data & Personalisation project.
Tell us where you are and where you want to be. A senior customer data specialist will reply within one business day with next steps.
- Free 30-minute consultation
- Indicative estimate after the call
- NDA available on request