The Customer Relationship Management (CRM) page in CleanCloud is where you can easily manage and view all details related to your customers, including their orders, stats, payments, messages, pickups, subscriptions, photos, and more.

To access the CRM page, follow these simple steps:

1. Navigate to the New Order page.

2. In the top right corner, search for the customer you wish to manage.

3. Click on the blue profile button next to their name to open their CRM.

Here's a breakdown of its key features:

See all the active and processed orders for the selected customer.

Tip: Clicking on the pencil icon in the 'Order' column in both the 'Active Orders' and 'All Orders' tabs will bring up a popup with the order summary. This popup gives you quick access to essential order details and history.

This view displays comprehensive details related to customer statistics, including the number of orders, payment status, last order date, order frequency, average spending, and more.

You can access customer metric data and Redeem Loyalty Points if configured. Additionally, you can request reviews and print barcodes from this section.

In the Credits view (as shown below), you can also see the credit history, including Order ID, Date, and Amount.

Update the customer's contact and personal details, address, customer ID, price lists, order preferences, payment information, and more.

View all payments made by the customer, including order ID and payment type.

This is your primary way to communicate to your customers. Send and receive SMS, email, push, and WhatsApp messages. If you have a custom phone number assigned to your store, you can engage in SMS two-way conversations.

Internal Notes: Add private notes visible only internally. They're highlighted in yellow and won't be seen by customers. This feature is also available in the Driver App.

Available with a Pro subscription plan or higher. Access regular, active, or recent pickups and set up recurring pickups.

Available with a Pro subscription plan or higher. Add or cancel customer subscriptions.

View and upload images related to customer orders or profiles.