Customers (CRM)
Know your customers like no one else
With Inflo's CRM you get to know each customer in depth. Their purchase history, preferred services, team notes, personal preferences, and account balance. Everything in an organized profile your team can access in seconds to deliver exceptional service.
Detailed features
Every feature designed to optimize your operation and save time.
Complete customer profile
Personal data, multiple addresses, additional contacts, documents, and profile photo. All organized in panels.
Purchase history
All customer transactions: sales, services, returns, and payments. Filterable by date and type.
Personal preferences
Record customer preferences: favorite products, allergies, unwanted services, and special notes.
Team notes
Your team can add notes about each customer. Complete history of interactions and observations.
Account balance
View the customer's credit balance, pending payments, and available membership credits.
Advanced segmentation
Filter customers by visit frequency, total spend, last purchase, services used, and more.
Multiple contacts
Record multiple contacts per customer: primary phone, secondary, personal email, work email, etc.
Professional export
Export your customer database to Excel or PDF with your company branding. Filter before exporting.
Key screens
A look at the key screens you'll use day to day.
Customer list
Complete directory with advanced search, filters by status, gender, branch, and more.
Customer profile
Complete view with panel navigation: General, Addresses, Contacts, Notes, Preferences, History.
Customer registration
Step-by-step wizard form to register a new customer with all their data.
Integrates with everything
Customers (CRM) works hand in hand with other Inflo modules to automate your entire operation.
Real use cases
Concrete examples of how Customers (CRM) is used day to day.
Check a customer's preferences before serving them
See how much a customer has spent in the last 6 months
Filter customers who haven't visited in over 30 days
Add a note about a customer's allergy to a product
Export the VIP customer list for a special campaign
Want to see Customers (CRM) in action with your business data?
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