Customer Management

360° Customer Profiles — Every Review, Email & Interaction in One View

Click any customer and see their complete story — every review they left, every email you sent, their membership history, tags, and notes. A built-in CRM that gives you the full picture without switching tools.

360° Customer Profile

One click opens the full picture: every Google review, email sent, SMS delivered, membership status, tags, notes, and custom fields. No more switching between tabs or tools.

Smart Customer Table

Search across names, emails, and phone numbers. Toggle column visibility, customize page sizes, and filter by category or tag.

Tags & Categories

Create color-coded tags and business-specific categories to organize customers. Filter your table instantly by any tag or category.

Custom Fields

Add custom data points unique to your business — Birthday, VIP Status, Source, or anything else. Fields appear as columns in the customer table.

Bulk Operations

Select multiple customers and send bulk emails, SMS campaigns, assign tags, or delete in one action. A selection bar appears when customers are checked.

Import & Export

Import customers from CSV or Excel with column mapping. Export your data in Excel, CSV, or PDF format anytime.

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