The Customer Relationship Management (CRM) page in CleanCloud is your go-to hub for managing and viewing customer details. From orders and stats to payments and messages, everything you need is conveniently organized in one place.
Accessing the CRM
Follow these steps to access the CRM page:
Navigate to the New Order page.
Use the search bar in the top-right corner to find the customer.
Click the blue profile button next to their name to open their CRM.
CRM Features Overview
Here’s what you can manage on the CRM page:
1. Orders
View all active and processed orders for the customer.
🪄 Tip: Click the pencil icon in the 'Order' column of the Active Orders or All Orders tabs to see a detailed order summary popup with essential details.
2. Stats
Analyze customer-specific metrics, including:
Total orders
Payment status
Last order date
Order frequency
Average spending
From this section, you can:
Redeem loyalty points (if configured).
Request customer reviews.
Print barcodes.
The Credits View displays a detailed credit history, showing Order ID, Date, and Amount.
3. Edit Customer
Update customer information, including:
Contact details and address
Customer ID
Price lists
Order preferences
Payment details
4. Payments
View all customer payments, including Order ID, payment type, and dates.
5. Messages
Communicate with customers via:
SMS: If your store has a custom phone number, engage in two-way SMS conversations directly.
WhatsApp (if enabled)
Internal Notes: Add private notes visible only to your team. These notes are highlighted in yellow and can also be accessed in the Driver App.
6. Pickups (Available with Pro Plan or higher)
View active or recent pickups.
Set up recurring pickups.
7. Subscription (Available with Pro Plan or higher)
Add or cancel subscriptions for customers.
8. Photos
View and upload photos related to customer profiles or orders.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.