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Customer list

One customer list for your whole business

Built from the orders, bookings and enquiries your site already takes - not typed in afterwards.

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The Contacts screen, each customer with what they have spent and when they were last seen

Most small businesses have their customers in four places: the till, the inbox, the booking diary and a notebook. Nobody merges them, so nobody knows who the regulars are. A customer list that assembles itself from the site is different in kind from a CRM you have to feed: somebody orders, books or sends a message, and they are on it, with what they spent and when they were last seen already attached.

Building your site, pages and blog are free forever. One customer list for your whole business is not - it needs Growth Business ($39.99/mo). Contacts is on Growth Business and up. It is the one feature here that genuinely needs the bigger plan, so it is worth knowing before you start.

It builds itself

Orders, bookings and contact-form enquiries all land in the same list. There is no import step and no evening spent merging spreadsheets.

What each person is worth

Number of orders and total spent sit on the contact, so your regulars are visible instead of being a feeling you have.

First seen, last seen

When somebody arrived and when they were last around - which is how you spot a good customer who has quietly stopped coming.

Tags and notes

Mark the trade customers, the awkward job, the one who only ever books Tuesdays. Your own shorthand, searchable.

Duplicates merged properly

The same person books with one email and orders with another. Merging keeps both histories on one contact rather than picking a winner.

Straight into a campaign

The list is the same one email marketing sends to, so a segment of your best customers is a filter rather than an export.

How it works

Live in an afternoon - no code, no plugins.

1

Take an order or a booking

The contact is created from it, with the amount attached. Nothing to set up.

2

Tag as you go

A note or a tag when something is worth remembering beats a tidy system you abandon.

3

Use it

Write to the regulars, ask the happy ones for a review, chase the ones who have gone quiet.

Frequently asked questions

Contacts is on Growth Business and up. Saying that plainly: if a customer list is the main thing you want, Starter is not the plan - the shop, bookings and the site itself are there, but this screen is not.

It is the part of a CRM a small business actually uses: who your customers are, what they have spent, when you last saw them, and notes. There are no pipelines, deal stages or forecasts. If you need those, you need a sales CRM and this will disappoint you.

No, and the point is that you should not have to. The list fills from what the site takes from the day you switch it on. Older customers you want in there can be added, but nothing is blocked while you wait.

No. Contacts are recorded from your orders, bookings and enquiries whatever plan you are on - it is the Contacts screen that is on Growth Business, not the recording. So the history builds from your first sale, and it is waiting for you if and when you move up rather than starting from empty that day.

You merge the two contacts and both histories stay on the survivor, so the spend adds up instead of one record quietly replacing the other.

Yes. It is your customer list; export is there and we are not holding it hostage to keep you subscribed.

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