Customers
Customer management and CRM features
Managing Customers
Add and manage customer profiles with contact details, order history, and notes.
Inquiries and Quotes
Handle customer inquiries and generate quotes before converting them to orders.
Chatting with Customers on the Inquiry Link
Every inquiry includes a private chat link customers can use to reply. Messages land in your Inbox in real-time — no phone tag, no inbox digging.
Customer Insights (AI)
Use AI-powered analytics to understand customer lifetime value, churn risk, and segments.
Setting Up a Loyalty Program
Create a points-based or punch-card loyalty program with tiers, birthday bonuses, and signup rewards.
Managing Loyalty Accounts and Rewards
View customer loyalty accounts, point balances, transaction history, and tier status.
Top Customers — Recognising Your Best
Automatically surface your best customers on the dashboard and in the weekly digest so you can thank them personally.
At-Risk Customers & One-Click Win-Backs
See customers at risk of churning on your dashboard and send a one-click win-back email (template on Growth, AI-personalised on Scale).