Customer.io

Customer.io is a flexible automation platform designed for precise segmentation and real-time messaging, ideal for B2B service businesses.

Real-time messaging: Send personalised messages based on user actions.

Flexible automation: Custom workflows for advanced segmentation.

Strong API: Seamless integration with your data systems.

Customer.io

Considerations

Customer.io is a highly flexible marketing automation platform built for data-driven businesses that require deep personalisation.

Ideal for event-driven automation

Customer.io shines when used for real-time behavioural automation, making it perfect for trigger-based messaging across multiple channels.

Requires a data-driven approach

Unlike simpler tools, Customer.io demands a structured data setup and developer-friendly integrations, making it less suited for small teams with limited resources.

Strong API and developer-friendly platform

Its flexibility and API-first approach make it an excellent choice for companies wanting custom integrations with their existing tech stack.

Best for:

  • Businesses needing real-time event-driven automation.
  • Companies with a developer-friendly approach to marketing.
  • Teams integrating marketing automation with custom data workflows.
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No time for growth? Fix your operations first.

If your marketing and sales teams are too busy firefighting — fixing tools, chasing data, and dealing with messy handovers — you’ll never have time to focus on real growth. The Growth Operations Programme fixes your operations first, so you can finally work on scaling up.

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Tips for new users

Customer.io is a robust solution, but it requires a certain level of technical knowledge to get the most out of its features. While the platform offers a no-code interface for building workflows, more advanced integrations, such as setting up event tracking and API connections, may require developer support. Businesses that need a simple email marketing solution might find Customer.io’s capabilities more extensive than necessary, whereas those looking for a highly customisable system will appreciate its flexibility.

The platform’s multi-channel messaging capabilities, combined with detailed segmentation and automation, make it a strong choice for companies that want to create data-driven campaigns. However, teams should be prepared to invest time in understanding how to structure their customer data and set up meaningful event triggers. For businesses that prioritise personalised, behaviour-based messaging, Customer.io provides a powerful framework to enhance engagement and retention.

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About the author

Portrait Ewoud Uphof by Maikel Thijssen

Ewoud Uphof

Solid Growth helps B2B service companies scale — not with random tactics, but with clear systems that align marketing and sales into one predictable growth engine. Built on 13 years of hands-on experience — helping teams move from firefighting to predictable, repeatable revenue growth.

15 years experience

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1,500 marketers trained since 2015

Exited 6 companies

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What we do

Better growth infrastructure

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Free Tool stack audit

Find out exactly what’s slowing your team down. We’ll audit your current setup and give you personalised recommendations to streamline your operations.

Learn practical hacks to automate repetitive tasks.
Get expert advice on optimising your sales & marketing workflows
Discover quick wins to streamline your operations

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In just four weeks, we transform the operational chaos in your marketing and sales so your team can stop firefighting and focus on real growth.

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B2B Compound Growth Course

Master the Solid Growth System at your own pace — perfect for individual marketers and consultants who want to upgrade their skills and apply the system themselves.

Self-paced training to learn the compound growth methodology.
Learn the 4 growth engines through real-world examples.
Designed for individuals who want to apply the system themselves.
Free audit

Free Tool stack audit

Find out exactly what’s slowing your team down. We’ll audit your current setup and give you personalised recommendations to streamline your operations.

Learn practical hacks to automate repetitive tasks.
Get expert advice on optimising your sales & marketing workflows
Discover quick wins to streamline your operations

Compound Growth Programme

Growth isn’t random—it’s engineered. A done-with-you programme that turns growth into a structured, repeatable process—so your team can execute with confidence and revenue compounds over time.

Customer.ioCustomer.io

Customer.io

Customer.io is a flexible automation platform designed for precise segmentation and real-time messaging, ideal for B2B service businesses.

Better growth infrastructure

Free audit

Free Tool stack audit

Find out exactly what’s slowing your team down. We’ll audit your current setup and give you personalised recommendations to streamline your operations.

Learn practical hacks to automate repetitive tasks.
Get expert advice on optimising your sales & marketing workflows
Discover quick wins to streamline your operations

Growth Machine Programme

In just four weeks, we transform the operational chaos in your marketing and sales so your team can stop firefighting and focus on real growth.

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