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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.
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.