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Customer CRM Page in CleanCloud

Manage customer details, orders, payments, messages, and more with the CleanCloud CRM page for seamless customer management.

Rafael avatar
Written by Rafael
Updated this week

The Customer Relationship Management (CRM) page in CleanCloud is a centralized hub for managing customer details, order history, payments, and communication. From viewing messages to creating new orders, everything is organized in one place for easy access.

Accessing the CRM Page

To find a customer's CRM page, follow these steps:

  1. Navigate to the New Order page.

  2. Use the search bar in the top-right corner to locate the customer.

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


CRM Features Overview

The CRM page provides access to various customer details and management tools.

1. Orders

  • View all active and completed orders.

  • Active orders will appear under Detail, Cleaning, Ready, or Pickups pages.

  • Click on an order ID to open a detailed order summary.


2. Stats

Analyze key customer metrics, including:

  • Total orders

  • Payment status (Paid/Unpaid)

  • Last order date

  • Order frequency

  • Average spending

  • Most frequently ordered items

Additional Actions in Stats:

The Credits History section displays a breakdown of customer credit history, including:

  • Order ID

  • Date

  • Amount credited/used


3. Edit Customer

  • Update customer contact details, address, and preferences.

  • Assign a Customer ID or apply a custom price list.

  • Modify order preferences.

  • Update payment details (e.g., saved cards for automated payments).

  • Add discounts and credits.


4. Payments

  • Track all customer payments, including:

    • Order ID

    • Payment type (cash, card, invoice)

    • Transaction date

  • View outstanding balances and manage unpaid orders.


5. Messages

The Messages tab stores all customer communications, including:

  • SMS (Requires SMS credits).

  • Email notifications

  • Push notifications (sent via CleanCloud app).

  • WhatsApp messages (if enabled).

  • Internal staff notes (visible only to employees, highlighted in yellow).

📌 Note: Automated order updates (e.g., "Order Created," "Order Cleaned") do not display message content - only the notification title and related order ID.


6. Pickups (Available with Pro Plan or Higher)

  • View active and recent pickups.

  • Create recurring pickups by clicking Create Regular Pickup.

  • Modify scheduled pickups directly from the CRM.


7. Subscription (Available with Pro Plan or Higher)

  • Manage customer subscriptions (e.g., laundry plans, monthly billing).

  • View subscription invoices and payment history.

  • Activate or cancel subscriptions.


8. Photos

  • View and upload photos related to customer orders.

  • Store garment condition photos for quality tracking.


🛟 Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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