Build lasting customer
relationships
Comprehensive customer management with detailed profiles, segmentation, advanced filtering, and customer grouping for targeted campaigns and relationship nurturing.
Create Customer Group From Segments
Define filters to build a targeted audience segment.
Only customers who allowed marketing
Customer Management Features
Comprehensive customer
profile management.
Create detailed individual or company customer profiles with comprehensive data tracking including lifetime value, total orders, and marketing preferences.
Filter and manage
your customers efficiently.
Search, filter, and group customers with fast tools that mirror the real application experience.
| Customer | Groups | Phone | Business | State | Credit | Created | Marketing | ||
|---|---|---|---|---|---|---|---|---|---|
| Alex Carter | VIP CustomersAll Customers | [email protected] | 234 567 8901 | Carter Home Services | CA | $500 | Sep 22, 2025 | Yes | |
| Mina Patel | Recent Buyers | [email protected] | 456 789 0123 | Techronix LLC | TX | $0 | Sep 17, 2025 | No | |
| Jordan Lee | Washer OwnersInstall-Only | [email protected] | 987 654 3200 | Fresh Laundry Co | WA | $250 | Sep 9, 2025 | Yes |
Organize customers into
smart, actionable groups.
Create and manage groups for campaigns, loyalty programs, and personalized communications.
| Group | Description | Customers | Of Total | Created | ID | Actions |
|---|---|---|---|---|---|---|
Corporate Clients | Top accounts managed by sales | 12 | 18% | Jun 24, 2025 | grp_corp_12 | |
All Customers | Entire customer base | 67 | 100% | Aug 9, 2025 | grp_all_67 | |
Recent Washer Buyers | Purchased washer in last 60 days | 20 | 30% | Sep 9, 2025 | grp_wash_20 |
Customer Management Tools
Communication Hub
Centralized communication history across all channels and touchpoints.
Segmentation
Advanced customer segmentation for targeted marketing campaigns.
Ready to upgrade your
retail business management?
Start your free trial today. No credit card required.
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