Customers
Records, history, tiers, and payment reminders.
- The customer directoryThe list of everybody in your book, the filters that narrow it, and adding somebody by hand.
- A customer's recordOne person's history, what they are worth, what they owe, and which of those figures you can change.
- Tiers and churn riskThe exact rules behind VIP, Regular, New, At risk and Churned, and the score that rides with them.
- Sending a payment reminderOne email about everything a customer owes, drafted from their record and kept word for word.