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by OrdiCloudSherbrooke, Estrie
Always included

Customers (CRM)

Every customer, their whole story

The customer profile brings together orders, appointments, invoices, emails, notes and tags. Customers are added automatically with orders, bookings and website requests. Export and erasure in line with Law 25.

  • ✓ Essential
  • ✓ Pro
  • ✓ Business
The customer list

What you can do

  • 01

    Full history

    Everything that happened with the customer, in one place.

  • 02

    Tags and notes

    Segment: VIP, business, loyal, to call back…

  • 03

    Website requests

    The contact form lands here, ready to answer.

  • 04

    Total spent

    Orders, invoices and last purchase per customer.

  • 05

    Law 25

    Dated consents, JSON export and anonymization.

  • 06

    Exports

    CSV of your customers by your filters.

In pictures real screenshots from the demo

A customer profile
A customer profile
Website requests
Website requests

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