Every client, every conversation, one hub
What the module does
The CRM keeps every client with search, status changes and duplicate phone checks. Clients can be imported from a file, with a validation step before anything is saved, and exported when you need them.
The Customer Hub shows a client's overview, activity feed, notes, cart, payments and identity on one screen, so whoever picks up the conversation knows the full story.
Key features
Clients without duplicates
Create, search and update clients, with duplicate phone checks.
Import and export
Import clients from a file with a validation step, and export them.
Customer Hub
Overview, activity feed, notes, cart, payments and identity in one view.
Leads
Track leads, record every touch and mark lost leads.
Storefront presence
See who is on your storefront, recover abandoned carts and send nudges.
Google reviews
Refresh and display your Google reviews.
How do you prevent duplicate clients?
The CRM checks phone numbers before a client is created, and every number is stored in one international format.
Can we bring our existing client list?
Yes. Upload a file, review the validation results, then commit the import.
Where do we see a client's history?
In the Customer Hub: the activity feed, notes, open cart and payments for that client.