CRM

Customer CRM & Board

The Sendcore CRM turns every store customer into a living card — orders, revenue, activity, notes and follow-ups in one place — so marketing and customer care work off the same page. Included in the Enterprise plan.

The customer card

Open CRM and click any customer. Their card shows:

• Value metrics — lifetime value, total spent, orders, average order value, first and last order.
• Timeline — store activity and Sendcore emails, newest first.
• Purchased products — what they actually bought.
• Tags & status — the same tags and subscription status as the audience.
• Internal notes and tasks — keep the team aligned on each customer.
• Operations — assignee, priority and a follow-up date for pipeline work.

Board view

The Board is a kanban over the same customers: drag cards between columns to move a customer through your pipeline. Columns can mirror the built-in outcomes or be fully custom. Great for follow-up work — who to call, who's waiting on a quote, who just churned.

Import & Sync

Import & Sync connects external data to the CRM: link a Google Sheet or upload Excel/CSV files, map the columns once, and keep customer data flowing in without manual copy-paste.

Next steps