Customers

Customer management and CRM features

Add and manage customer profiles with contact details, order history, and notes.

Handle customer inquiries and generate quotes before converting them to orders.

Use AI-powered analytics to understand customer lifetime value, churn risk, and segments.

Create a points-based or punch-card loyalty program with tiers, birthday bonuses, and signup rewards.

View customer loyalty accounts, point balances, transaction history, and tier status.

Automatically surface your best customers on the dashboard and in the weekly digest so you can thank them personally.

See customers at risk of churning on your dashboard and send a one-click win-back email — template on Growth, AI-personalised on Scale.