One record per customer
Know every customer, across everything they do with you
One record per customer with every order, booking, visit, payment and chat, plus what your kind of business needs to remember.
Why it matters
Your own fields
A salon's colour formulas, a vet's pets, a garage's vehicles, a hotel's preferences.
Linked to shoutME
Customers on shoutME are recognised and can chat with you.
Groups
Regulars, lapsed, big spenders, by any rule.
Consent
Who's happy to hear from you, kept on the record.
Customer records
How it works
- 1Customers arriveFrom the till, bookings, orders and chats, matched to one record.
- 2Their story builds upEvery visit, purchase and conversation, in order.
- 3Use itGreet regulars, see preferences, and group customers for offers.
Capabilities
Everything Customer records does
One record per customer
- Every order, booking, payment and chat in one place
- Name, phone, email, birthday and addresses
- Notes, preferences and allergies staff can see
- Businesses with their GSTIN and contacts
Know who matters
- What they've spent, how often and when they last came
- Tags and lists for groups of customers
- Regulars recognised at checkout and when they book
Theirs, and yours
- Customers found by phone, name or email
- Merge duplicates in one step
- Export your customer list any time
Connected
Works with the rest of your business
Customer records isn't a separate app. It shares one record with everything else, so nothing needs copying across.
Built for
Made for businesses like yours
Counter salesFood serviceAppointmentsClasses and membershipsStays and rentalsEvents and ticketsJobs and trips
Questions
Questions about Customer records
Yes. Sales without a customer go to a shared walk-in record, and you can add the customer any time.
More in Customers
Everything in CustomersYour business, running on one platform
Set up in a day, and run your first location free, for as long as you're on shoutME.
- Free for your first location
- Every core feature included
- Set up in a day