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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

  • Profiles with order history, lifetime value and tags, plus bulk actions.
  • Export or erase a customer’s data on request.
Plan: Growth and upLive

Segments

  • Rule-based segments, or describe one in plain English.
  • Target campaigns and flows at a segment.

02 / 04

Sales team

Leads, deals and reps in the field.

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 canned replies.
  • Suggested resolutions that staff approve, and care metrics.
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 storefront, with “was this helpful” votes.

04 / 04

Loyalty & word of mouth

Reasons to come back, and to bring a friend.

Plan: Growth and upLive

Reviews

  • Product reviews with photos, moderation and replies.
  • A review-request email prepared after each order.
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 back-in-stock and launch waitlist form on the product page.
Plan: Scale and upLive

Gift registry

  • Registries with share codes, a public registry page, and items marked as purchased.

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 and activate it with the one-time 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