Know every customer, not just their order number.

Profiles, tags, and rule-based segments — all built in. No third-party CRM to wire up, no extra subscription on top of your store.

Customer management

Profiles that tell the full story.

Customer profiles

The full picture, for every customer

Each customer gets a profile with their orders, addresses, tags, notes, and newsletter status — plus lifetime spend at a glance. No separate CRM tab to check, it's all right there.

Search & filter

Find anyone in seconds

Search by name, email, or phone. Filter by tag or segment. Combine them to pull up exactly who you need — without scrolling a list of thousands.

Manual creation

Add customers before they buy

Take an order over the phone, add a wholesale account, or pre-load contacts you already have. Capture the details — company, addresses, tags — so they are ready the moment an order comes in.

Tags

Organise on your own terms

Label customers however makes sense for your business — VIP, wholesale, at-risk, needs follow-up. Tags are searchable and filterable, so you can act on them in one click.

Segmentation & insights

Everything on one customer record.

Segments that update themselves, lifetime value on every profile, notes only your team can see — the kind of CRM work most stores pay a separate tool for.

Rule-based segments

Build segments with conditions like "spent over £500" or "no order in 90 days". They update themselves as customers move in and out — no manual list maintenance.

Order and payment history

Every order and payment a customer has made sits on their profile — status, total, date, one click to the full order. No jumping between screens to piece it together.

Lifetime value

Total spent, number of orders, and when they last bought — visible on every profile. Spot your best customers without running a report.

Address book

Multiple shipping and billing addresses per customer, with a default set for checkout. Useful for wholesale buyers and anyone shipping to more than one place.

CSV export

Export the full list or any filtered view to CSV. Use it for email tools, your accountant, or just to keep a copy of your own data.

CSV import

Bringing customers across from your current platform or a spreadsheet? Map your columns once, import, and tags and addresses come across intact.

Internal notes

Leave notes on a customer profile only your team can see — a delivery preference, a complaint to follow up on, whatever you need to remember next time they order.

Archive, not delete

Archive customers you no longer trade with to keep your lists clean — and restore them, history intact, if they ever come back.

Live presence

Two tabs, one customer, zero overwrites.

Open a customer record and you can see who else is on it, live. If a teammate has the same customer open, their avatar appears at the top — and if you both try to save, Orbit warns you before one edit silently wipes out the other.

It sounds small until the day support updates an address while someone in dispatch is editing the same record. That day, it isn't small.

Next up

Customers place orders. See how we handle those too.

Fulfilment, refunds, returns, and status tracking — connected to every customer profile, so the whole story stays in one place.

Order management
JM

Jess Moreau

12 orders · £1,284 lifetime

#1042Fulfilled£86.50
#0987Refunded£142.00
#0841Fulfilled£54.20

Customers who filled a basket but never paid? See how Orbit recovers abandoned carts

Customers, explained.

Imports, segments, tags, GDPR — what store owners ask before they switch.

Start with your first customer.

Free to start. Bring your whole list across — CSV import keeps tags and addresses intact.