List filters
Find the ones you mean.
Search by name or email, then narrow the list with filters that stack.
- Tags
- Segments
- Registered or guest
- Subscribed or unsubscribed
- Amount spent
Customer management
Know your
regulars
by name.
Orders, addresses, consent and notes on one record, segments that re-check themselves every four hours, and GDPR requests handled from the dashboard. Customer management is on every plan, from £25 a month.
- Customers
- Priya Raman
Search⌘K
22MEMark Ellis
- Dashboard
- Commerce
- Orders
- Products
- Suppliers
- Customers
- Discounts
- Gift Cards
- Bookings
- Subscriptions
- Payments
- Content
- Media Library
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- Storefront
- Insights
- Analytics
- Marketing
- Configuration
- Plugins
- Settings
- Installed plugins
- Loyalty Points
- CRM
LO
Larkfield Office
larkfield-office.myorbitcommerce.net
Priya Raman
· Customer since 14 Mar 2025 Email Note Edit
Total spent
£4,273.00
Orders
1112
Last order
21 Aug 202608 Sep 2026
Contact information
EditBasics
Name
Priya Raman
Email
priya.raman@harbourside-studios.example
Phone
+44 7700 900123
Email marketing
Subscribed
SMS marketing
Not subscribed
Tax status
Taxable
Account
Has account
Default address
EditBasics
Priya Raman
Harbourside Studios
14 Cotham Hill
Bristol BS6 6LF
United Kingdom
Notes
EditBasics
Deliver to goods-in entrance
Tags
EditBasics
TradeRepeat buyer
Orders
Activity
Order History
| Order | Date | Status | Payment Status | Fulfillment Status | Total |
|---|---|---|---|---|---|
TagsEsc
Edit customer tags
TradeRepeat buyerVIP
Type tag names separated by commas...
CancelSave Tags
Self-updating segments
Re-checked every four hours
Customer records on every plan
Orders, addresses, consent and notes
GDPR requests built in
Export or erase from the record
- On every plan, from £25 a month
- Segments re-checked every four hours
- GDPR erase and export from the record
- Imports keep tags, consent and addresses
Spend at the top of every record
Total spent, order count and last order
The customer record
Open a customer, see the lot.
What they’ve bought and paid, where it goes, what they’ve agreed to and what your team knows about them, on one page.
Spend at the top
Total spent, order count and last order head the record, so you know who is calling before you pick up.
Orders and payments
Every order and payment is listed with its status, and each order opens in full from its row. An activity history tab shows what changed and when.
Notes only staff see
Goods-in entrance, preferred courier, last spring’s complaint. Notes are private to your team; the customer never sees them.
Consent and tax on the record
Email marketing, SMS marketing and transactional SMS consent, plus a tax-exempt switch that skips tax on that customer’s orders.
Segment rules in plain terms
Spend, order count, location or consent
Segments
Your best customers, one filter away.
Describe a group once. Orbit re-checks who belongs when a customer is added or edited, every four hours, and again overnight.
Rules in plain terms
Total spent over £500. More than five orders. Lives in Leeds. Agreed to marketing email. Match all of them, or any one.
Re-checked on its own
Membership updates when a customer is created or edited, on a four-hourly sweep, and in a nightly pass at 2am. Nobody rebuilds a list before a mailshot.
Filter, then export
Pick a segment on the customer list, then export the result as a CSV for the email tool you already use.
Email Subscribers from day one
Every store starts with a segment of customers who agreed to marketing email, filled in for you.
Your customer’s side
What they see when they sign in.
The account your customers log into is built from the record you keep, so they answer their own questions.
Orders, tracking, returns
Every order with its tracking numbers, a Request Return button inside your return window, and Request Cancellation until it ships.
Their own details
Addresses, profile and a Security page with two-step verification, plus passkeys when you turn them on. If they lose the device they sign in with, you reset their two-step verification from their record.
Everything else they bought
Subscriptions have their own page in every account, and digital orders link to their downloads. Add the Loyalty Points plugin and their points balance appears there too.
Invites after an import
Send account invites in bulk from the customer list. Each customer chooses their own password, so nobody has to ask for a reset.
Runs without you
Customer admin you stop doing by hand.
Six things Orbit handles once your customers are in.
Segments that re-sort themselves
Membership is re-checked when a customer is added or edited, every four hours and overnight, so a segment keeps up without anyone rebuilding it.
Duplicates merged
Two records for one buyer? Merge them. Orders, addresses, tags and other records move to the one you keep and the duplicate is deleted.
No silent overwrites
If a colleague saves a customer while you are editing it, Orbit stops and offers Keep mine or Take theirs. It matters from Team upwards, where more than one person signs in.
GDPR requests handled
Export everything held on a customer as one file, or erase their personal data by retyping their email. Erasure is blocked while an order or return is still open, a subscription or instalment plan is running, or an order is inside the 180-day dispute window.
Invites in bulk
After an import, select the new customers on the list, a page of 50 at a time, and send their account invites together. Anyone who already has a login is skipped, and each customer picks their own password.
Bulk tags and edits
Select customers on the list to tag them, add them to a segment or delete them together, or export the list, edit the sheet and import it back.
Before you import
Bring the list you already have.
Export a CSV from your current platform, match the columns once, and the import runs in the corner while you work. Then send account invites.
The basics
A CSV with names and emails
Each new customer needs an email, a first name and a last name. Everything else is matched to a column in your file or left blank.
First NameLast NameEmailPhoneCompanyNotesTagsCustomer GroupsTax ExemptAccount Type
Consent
What they’ve agreed to, if your file has it
Three consent columns map straight onto the record, so the people who opted in stay opted in.
Marketing Email ConsentMarketing SMS ConsentTransactional SMS Consent
Addresses
Every address, with a default
Import as many addresses per customer as your file holds and mark the default delivery and billing address.
Address1Address2CityStatePostal CodeCountryAddress PhoneDefault ShippingDefault Billing
Column names above are Orbit’s import fields; your file’s headings are matched to them in the mapping step.
The specifics
The detail, before you move a single record.
Filters, rules, fields and formats, named the way the dashboard names them.
Segment rules
Rules that test the customer’s record.
Each group matches all of its rules or any one of them, and a customer has to match every group.
- Total spent
- Order count
- Country
- City
- Marketing email consent
- Phone
- Match all conditions
- Match any condition
Custom fields
Ask your own questions at sign-up.
Add fields to the customer record and, if you like, to the storefront registration form. A VAT number or a trade reference lands on the record.
- Single Line Text
- Multi Line Text
- Number (Decimal)
- Date
- True / False
- Single Select
- Multi Select
- URL
- File
- Rating
Export
Your list, whenever you want it.
Everyone, one page, your selection or the filtered result, as a CSV.
- All customers
- Current page
- Filtered results
- Selected customers
- Excel-ready CSV
- Plain CSV
Orbit CRM
Pipelines and deals, when you sell to businesses.
An optional paid plugin with a drag-and-drop pipeline board, deal values and close dates, tasks with due dates, and one timeline of a customer’s orders, chats, tickets and notes. Its price is on its store listing.
- Paid plugin
- Free trial
- Pipeline board
- Deals
- Tasks
- Customer timeline
Profiles, tags, segments, import, export and the GDPR tools are on every plan. Two things on this page are paid plugins: Orbit CRM, and Loyalty Points for the points balance in the account.
Pricing
Included on every plan.
Solo
Included from here£19
a month, billed yearly, ex VAT
Included: Customers, segments, import, export and GDPR tools
14 days free, no card
Team
£64
a month, billed yearly, ex VAT
Included: Customers, segments, import, export and GDPR tools
14 days free, no card
Pro
£187
a month, billed yearly, ex VAT
Included: Customers, segments, import, export and GDPR tools
14 days free, no card
Enterprise
£749
a month, billed yearly, ex VAT
Included: Customers, segments, import, export and GDPR tools
14 days free, no card
Compare every plan
Solo is one seat, the owner’s, so presence and collision warnings come into play from Team (10 staff accounts), Pro (40) and Enterprise (unlimited). Trade sign-up approvals, company accounts and price lists are part of Enterprise. Orbit CRM is an optional paid plugin, priced in the plugin store. Prices exclude VAT.
Yours to export
Segments for your email tool
Export every customer, one page, a selection or a filtered segment as a CSV, ready to load into the email tool you already use.
Record rules
What a segment tests
Rules test what is on the customer record: spend, order count, location, contact details and email consent. Membership is re-checked every four hours and overnight.
Merge or erase
Duplicates and privacy requests
Merge a duplicate into the record you keep and its orders, addresses and tags move across. For a privacy request, Erase personal data removes the personal details and keeps order and payment amounts as financial records.
Get started
Pick the one that sounds like you.
I’m bringing a customer list
Export a CSV, match the columns once, then send account invites so everyone sets a password. Tags, consent and addresses come with them.
I sell to trade accounts
Company names, tax-exempt customers and trade tags work on every plan. Trade applications, company accounts and price lists are part of Enterprise.
FAQ
Customer questions, answered.
Imports, segments, duplicates and GDPR requests.
Related
Orders, carts and trade accounts.
Orders
Every order, from one page
Drafts, edits, refunds and labels on the order each customer placed.
Recovery
Baskets they left behind
A reminder email with a link back to the cart, on the delay you choose.
Trade
Selling to businesses
Company accounts, price lists and trade applications on Enterprise.
On every plan
Bring your list. Keep every tag.
Import a CSV and send account invites the same day, then choose a plan from £25 a month.