Bring the whole customer relationship together.
A module of its own
A self-contained part of the platform, with its own rules and its own pace of change.
Permissions & audit
Dedicated permissions and a full trace of every action.
Syncing & events
Data kept up to date, with business events in real time.
Everything this module covers.
9 features available in Customers & CRM, and what they change day to day.
Customer records
Everything about a customer on one screen: details, orders, history.
History
What a customer has bought, and when.
Orders
All of a customer's orders, straight from their record.
Segments
Groups of customers built from real criteria, not guesswork.
Loyalty
Who buys again, and how often.
Notes
Your own remarks on a customer, kept with their record.
Follow-ups
Reminders to get back to a customer at the right moment.
Statistics
Average basket, frequency, value — per customer and per segment.
Search
Find a customer by name, email or order.
Where to go next
The modules that work most closely with this one.
Make running your store simpler.
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