Build detailed customer profiles, segment your audience, and track every interaction — all from one dashboard with no third-party CRM required.
Customer dashboard screenshot
Customer management
Customer profiles
Every customer gets a complete profile with order history, contact details, addresses, and notes. See lifetime spend, average order value, and their full timeline at a glance.
Search & filter
Search by name, email, location, or order count. Combine filters to build targeted views for your team — no scrolling, no guesswork.
Manual creation
Add customers directly from your dashboard. Capture contact details, shipping addresses, tax preferences, and custom tags before they even place an order.
Customer tags
Tag customers with labels like 'VIP', 'Wholesale', 'At risk', or anything your business needs. Filter and segment by tag for targeted actions.
Segmentation & insights
Build smart segments, track lifetime value, and manage every detail of your customer relationships from one place.
Build rule-based segments that update automatically as customers match your criteria. Target high spenders, repeat buyers, or dormant accounts without lifting a finger.
See every order a customer has ever placed — with status, total, and date — directly from their profile. No switching between screens.
Track total spend, average order value, and order frequency for every customer. Identify your most valuable buyers at a glance.
Store multiple shipping and billing addresses per customer. The right address is always one click away at checkout.
Export your full customer list — or a filtered segment — to CSV for email marketing, reporting, or migration to another tool.
Migrate customers from another platform in minutes. Map your columns, import, and pick up right where you left off.
Add private notes to any customer profile that only your team can see. Track preferences, issues, or special instructions.
Every order, return, email, and interaction is logged in a single timeline. See exactly what happened and when — no digging required.
Common questions about customer management, segmentation, and CRM tools in Orbit.