Back to Documentation
CRMJuly 12, 20261 min read
Customer Management Guide
Learn how to manage customer profiles, track purchase history, and build loyalty.
Customer Profiles
Every customer gets a profile with:
- Contact information
- Purchase history with receipts
- Loyalty points and rewards
- Notes and tags for personalized service
Adding Customers
- Manually from the Clients page
- At checkout by capturing phone/email
- Import via CSV from your previous system
Customer Segmentation
Group customers by:
- Total spend (high/medium/low value)
- Purchase frequency
- Location
- Preferred product categories
- Loyalty tier
Loyalty Programs
Configure loyalty programs in Dashboard > Loyalty:
- Choose program type (points, tiered, or paid)
- Set earning rules
- Define rewards
- Promote at checkout
Communication
Send targeted communications:
- Birthday and anniversary offers
- Abandoned cart reminders
- Seasonal promotions
- Loyalty reward notifications
Reports
- Customer acquisition trends
- Repeat purchase rate
- Customer lifetime value (CLV)
- Top customers by revenue
- Inactive customer re-engagement