Skip to main content

Customer Relationship Management

Overview​

The CRM module helps you track customer interactions, manage relationships, and monitor your sales pipeline.

Customer Profiles​

Each customer has a detailed profile showing:

  • Contact information — Name, email, phone, address
  • Order history — All past orders with status and totals
  • Interactions — Notes, calls, emails, and meeting logs
  • Lifetime value — Total spend, average order value, order frequency
  • Tags — Custom tags for segmentation

Interactions​

Log customer interactions to maintain a complete history:

Interaction Types​

TypeIconDescription
Note📝Internal notes about the customer
Call📞Phone call log with notes
Email✉️Email communication summary
Meeting🤝In-person or video meeting notes

Adding an Interaction​

  1. Open the customer profile
  2. Click Add Interaction
  3. Select type, enter notes, set date
  4. Save — appears in the customer timeline

Customer Segmentation​

Use tags and filters to segment your customers:

  • By purchase frequency — One-time, returning, VIP
  • By spend — Low, medium, high value
  • By product — Product interest categories
  • Custom tags — Any custom segmentation you need

Dashboard​

The CRM dashboard provides:

  • Total customers and new signups
  • Top customers by revenue
  • Recent interactions
  • Customer activity timeline
tip

Regularly logging interactions helps your team stay aligned on customer relationships and provides valuable context for support inquiries.