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Platform · Customers & CRM

Every customer, one record,from first visit to fifth order.

Profiles, conversations, reviews, loyalty points and referral rewards all hang off the same customer record, and the sales team works leads and accounts in the same system the shop floor uses.

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The Customers screen for a demo shop: totals for customers, revenue, average spend and orders, a customer segments panel for recency, frequency and monetary analysis, and a customer table with source, order count and total spent.
Modules in this area
12
Every one listed below
Live today
11
Working end to end
Rolling out
1
Built, labelled with what is missing
On every plan
1
Starter included

01 / 04

Customer records

Who they are and what they bought.

Plan: Every planLive

Customer profiles

  • One profile per customer: every order, their lifetime value, and your own tags.
  • Bulk actions for when a tag applies to four hundred people rather than one.
  • Export or erase a customer’s data on request, because somebody will eventually ask.
Plan: Growth and upLive

Segments

  • Build a segment from rules, or describe the customers you mean in plain English.
  • Point a campaign or an automated flow at that segment instead of at everybody.

02 / 04

Sales team

Leads, deals and reps in the field.

Plan: Growth and upLive

Sales pipeline

  • Leads with scoring and a record of every activity against them.
  • An opportunity pipeline that runs through to a quote, so a conversation becomes a number.
Read the guide: Sales pipeline
Plan: Scale and upLive

Sales console & field app

  • Assign reps and territories and monitor compliance.
  • A field rep app with GPS check-in, route plans, offline sync and on-site quotes with e-signature.
Read the guide: Sales console & field app

03 / 04

Conversations & help

One inbox, and answers customers find themselves.

Plan: Growth and upLive

Inbox & care

  • A shared inbox for customer email, with saved replies for the questions you answer weekly.
  • Drafted resolutions that a person approves before they are sent — never sent on your behalf.
  • Resolution rate and time-to-resolve, so support quality is measured rather than felt.
Plan: Growth and upRolling out

WhatsApp chat

  • Link a number by QR code; inbound chats land in the inbox.

Rolling out: Runs on an unofficial WhatsApp Web bridge, not the WhatsApp Business API, and has not yet been confirmed with a live merchant number.

Plan: Growth and upLive

Help center

  • A searchable knowledge base at /help on your own storefront, written by you.
  • Every article carries a “was this helpful” vote, which tells you which answer to rewrite.

04 / 04

Loyalty & word of mouth

Reasons to come back, and to bring a friend.

Plan: Growth and upLive

Reviews

  • Product reviews with photos, held for moderation, and your public reply underneath.
  • A request prepared after each order, so the reviews you collect come from people who actually bought.
  • One request per order, so the same customer is never asked twice about the same purchase.
Plan: Growth and upLive

Loyalty & VIP

  • Points and rewards shoppers redeem from their storefront account.
  • A VIP club: set the qualifying order count, then tag every qualifying customer in one click.
Plan: Growth and upLive

Referrals

  • Every customer gets a code and a share link; their friend gets a first-order discount.
  • The referrer earns store credit or a single-use code once that order clears your hold window.
  • Self-referral checks, caps you set, and a review queue for flagged referrals.
Read the guide: Referrals
Plan: Growth and upLive

Waitlist

  • A waitlist form on the product page for anything out of stock or not yet launched.
  • Demand you would otherwise never hear about, attached to the product that caused it.
Plan: Scale and upLive

Gift registry

  • Customers build a registry, share it with a code, and it has its own public page.
  • An item bought is marked as purchased, so nobody buys the same gift twice.

Works with the rest of the platform

Same customers, same catalogue, same stock. These areas read and write the same records as this one.

Looking for one feature? Search every module or see the platform overview.

FAQ

Customers & CRM: questions merchants ask

How do referral rewards work?

Each customer gets a code and a share link. Their friend gets a discount on a first order, and once that order has stayed un-refunded for your hold window the customer earns store credit or a single-use code, emailed automatically. Self-referrals are checked and caps are yours to set.

Can I handle customer data requests?

Yes. Export a customer’s data or erase it from their profile, and shoppers can request an export or erasure from their own storefront account.

Is WhatsApp supported in the inbox?

You can link a number by QR code and inbound chats land in the inbox. It runs on an unofficial WhatsApp Web bridge rather than the WhatsApp Business API and is still rolling out.

See it on your own catalogue.

Create your store with no setup fee, or tell us how you sell and we will walk you through the parts that matter to your business.

Get startedTalk to sales