Customer profiles
The details and history behind each person’s visits.
- Contact details and notes
- Recent orders and most-bought items
- Spend, visits and last seen
- Recorded marketing consent
Customer CRM
In detail.
Customer CRM is live with selected businesses. Explore customer records, order history, notes and the tools for organising your list.
4 feature groups
Find and organise
Work with one person or a group from your customer list.
- Search by name, email or phone
- Tags and order-count segments
- Sort by spend, visits or name
- Archive and restore records
Keep your own details
Record the information your team needs for the next visit.
- Custom text, dates and numbers
- Single and multiple-choice fields
- CSV contact import with a preview
- Add and edit customer records
Related customer activity
See the activity linked to a customer across Tillable.
- Bookings matched by email
- Gift cards matched by email
- Loyalty membership when enabled
More with CRM.
More ways to run your service
- CRM sync with your own customer system
Check the record before you reply.
A customer’s profile gives you the details behind their visits. Read the order history and the notes your team has left.
Spend and visits
See total spend, order count, average order value and the Last seen date. A monthly chart shows spending over the past year.
What they buy
See their most-bought items and recent orders. The record shows what they bought, while your notes hold what they told you.
Marketing consent
Read the latest consent recorded for each channel. A pending confirmation is shown separately from a confirmed opt-in.
Keep the list useful as it grows.
Correct contact details, organise people with tags and move old records out of your active list without losing them.
Tag several people together
Select customers across searches or pages, then add a tag to the group.
Archive and restore
Archive a customer to remove them from the active list. Find them in the archived view if you need to restore them.
Fields for your business
Create your own fields, then fill them in on each customer’s record. Empty fields stay out of the profile view.
Give them a reason to come back.
Take the next booking, offer a reward or sell a gift card. Each has its own place in Tillable.
Questions and answers.
Is Customer CRM available now?
Customer CRM is live with selected businesses. Contact us about access for your account. The full CRM is not enabled on every account by default.
Where do customer records come from?
Bookings, QR orders and click and collect create customer records. You can also add someone by hand or import a CSV when CRM is enabled.
Can I import my existing customer list?
Yes. Import a CSV containing names, email addresses and phone numbers. Map your columns and check the preview first. Notes, tags, custom fields and purchase history are not included in the CSV import.
How do bookings and gift cards link to a customer?
They match the email on the customer’s record. Add an email to the profile to see bookings and gift cards recorded under that address.
Is Loyalty included with CRM?
Loyalty is a separate product. With both enabled, a customer’s profile shows their loyalty membership and points alongside their CRM details.
Does CRM send marketing campaigns?
The customer profile shows recorded marketing consent. It is not a campaign sender. Talk to us about connecting your marketing tools before planning email or SMS campaigns.
Put your customer records to work.
Show us how you keep customer details today. We’ll talk through CRM access and the records you want to bring across.