Ecommerce

CRM

3min

Customer Management

The CRM interface is designed to manage and review customer information efficiently. The search bar and filter options allow users to quickly find and organize customer records based on different criteria such as store location, spending, number of orders, and loyalty status. The additional settings and the ability to add new customers make it a versatile tool for customer relationship management.

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Profile List View

The list appears to show customer information within a CRM (Customer Relationship Management) system. Each row in the list includes the following details for each customer:

  • Name: The full name of the customer.
  • Phone: The customer's phone number.
  • Email: The customer's email address.
  • Orders: The number of orders the customer has made.
  • Added: The date when the customer was added to the system.
  • Last Order: The date of the customer's most recent order.
  • Spend: The total amount of money the customer has spent.

Filter and Search

  • Search : Search customer records by Name, Phone, or Email
  • Filters:
    • Stores: Show profiles from specific stores
    • Spend: Show profiles of customers within a set spending threshold
    • Orders: Show profiles of customers based on amount of orders
    • Loyalty: Show profiles of customers based on their loyalty status
  • Sort: Columns can be sorted alphabetically or by increasing/decreasing value
  • Additional Options: Export the full list of profiles as a .CSV file
  • Add New Customer: The plus (+) button opens profile drawer to manually add a new customer