Customer Profiles (CRM)

Customer profiles are your customer database that builds itself automatically. Every time you receive an order, the system saves the customer's details and accumulates data on them, so you know who your repeat customers are and can reach out to them properly.

Customers page — your customer database that builds itself automatically.

1. Search for a customer by name or phone number
2. Customer card: points, tier badge 👑, orders, and spending

Customer profile: points, store credit, tier, manual adjustment, and order history.

1. Points, store credit, number of orders, and total spending
2. Adjust the customer's points manually (+/−)
3. Adjust store credit manually
4. The customer's recent order history

Where to find it

Admin Panel → sidebar → "Customers".

Automatic registration

Any order that includes a phone number registers or updates the customer automatically: - The name, address, and area are taken from the delivery details. - The system accumulates for the customer: total orders, total spending, and last order date.

💡 You don't need to enter any data by hand; the profile builds itself with every order.

Search

Search by name or phone number to reach any customer quickly.

Customer card

Each customer appears in a card with these columns:

Field	Meaning
Name	The customer's name
Phone	The customer's phone number
Points ⭐	Accumulated loyalty points
Total spending	The total the customer has spent
Number of orders	The customer's order count
Store credit	The credit available to them with you
Tier 👑	The customer's tier

Customer details

Open the card so you can: - Edit the name and notes. - Block/unblock the customer. - Adjust points. - Adjust store credit. - View the recent order history.

⚠️ Note: This page is available to the owner, admin, and manager only.

💡 Right-to-erasure is supported: you can delete any customer's data if they request it, and this feature is available to the owner and admin.