Customer Management

Customer Management Overview
Creating Customer Profiles
Managing Customer Data
Purchase History & Analytics
Customer Communication
Loyalty Programs
Customer Reports

Customer Management Overview

360° Customer View

Complete customer profiles with contact info, preferences, and interaction history.

Purchase Analytics

Track buying patterns, favorite products, and customer lifetime value.

Loyalty Tracking

Reward repeat customers with points, discounts, and special offers.

The customer management system integrates with all sales channels, automatically updating profiles when purchases are made.

Creating Customer Profiles

Add New Customer

Navigate to the customer module and create a new profile.

Navigation: Customers → Add New Customer → Fill Profile Details

Essential Customer Information

Collect key details for effective customer management:

Basic Information

Full Name & Title
Phone Number(s)
Email Address
Date of Birth

Address & Billing

Billing Address
Shipping Address
Payment Preferences
Customer Category

Customer Preferences & Notes

Add preferences and important notes for personalized service:

Preferences

• Communication preferences
• Product interests
• Shopping frequency
• Preferred contact times

Internal Notes

• Service history
• Special requirements
• Complaints/compliments
• Account restrictions

Managing Customer Data

Customer Search & Filtering

• Quick search by name, phone, or email
• Filter by customer category
• Search by location or region
• Filter by purchase history
• Advanced search options

Profile Management

• Update contact information
• Merge duplicate profiles
• Import/export customer data
• Bulk update operations
• Data validation & cleanup

Data Privacy: Customer information is protected with encryption and access controls. Only authorized users can view sensitive data.

Customer Categories

Organize customers into categories for targeted marketing and personalized service.

VIP

High-value customers

Regular

Frequent buyers

Business

B2B customers

New

First-time buyers

Purchase History & Analytics

Customer Purchase Insights

Transaction History

• Complete order history
• Purchase dates & amounts
• Payment methods used
• Returns & exchanges

Buying Patterns

• Favorite products
• Shopping frequency
• Seasonal preferences
• Average order value

Value Metrics

• Customer lifetime value
• Total spent to date
• Profit contribution
• Growth trends

View Purchase History: Customer Profile → Purchase History Tab → Filter by Date Range

Customer Communication

Communication History

• Track all customer interactions
• Phone calls, emails, and messages
• Support ticket history
• Follow-up reminders

Marketing Communications

• Email marketing campaigns
• SMS notifications
• Birthday & anniversary wishes
• Promotional offers

Built-in Communication Tools

Email Integration

Send emails directly from customer profiles with templates and tracking

SMS Messaging

Quick SMS for order updates, promotions, and appointment reminders

WhatsApp Integration

Send product catalogs and order confirmations via WhatsApp

Loyalty Programs

Reward Customer Loyalty

Build customer retention with points, discounts, and exclusive offers.

Points System

Customers earn points for every purchase that can be redeemed for discounts.

Tier Benefits

Different customer tiers with increasing benefits and exclusive offers.

Special Rewards

Birthday discounts, anniversary bonuses, and milestone rewards.

Pro Tip: Loyalty programs can increase customer retention by up to 25% and boost average order value.

Customer Reports

Customer Analytics

• Customer acquisition trends
• Retention rate analysis
• Lifetime value calculations
• Churn risk identification
• Geographic distribution

Purchase Behavior

• Top customers by revenue
• Product preferences analysis
• Seasonal buying patterns
• Payment method preferences
• Cross-selling opportunities

Generate Customer Reports: Reports → Customer Analytics → Select Report Type → Set Date Range