When a regular calls, your team should know who they are before they say "hello". Every customer now has a profile that puts their whole history on one page.

Know the customer at a glance

The top of each profile shows how much they've spent, how many orders they've placed, their average order value and when they last ordered. Below are their orders, payments and invoices, each linked to the full record.

A customer profile with payment history, order history with status and payment, insights, contact details and loyalty balances

Orders, payments, insights and loyalty balances for one customer.

Wallet, addresses and notes

See the customer's store credit, points and membership, their saved addresses, and notes your team has left, such as "mild detergent only".

Find anyone fast

The Contacts list can be searched by name or phone and filtered by where they signed up and when they last ordered, and exported.

The Contacts list with each customer's phone, email, last order, number of orders and sign-up date

Search and filter every customer, then open their profile.

Where to find it

Open Sales → Contacts. See Understanding the contact profile and Adding and editing contacts.