Customer CRM

All customer details at a glance. Build stronger DTC relationships with a complete view of each customer's orders, memberships, and history.

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Know Your Customers Inside and Out

Unified Customer Profiles

  • One place to see everything about a customer.
  • Contact details (email, phone, address)
  • Order history (club + one-off purchases)
  • Wine club memberships and tier
  • Lifetime value and total spend

Wine Club–Aware CRM

  • Club status (active, paused, cancelled)
  • Tier history and upgrades
  • Skip / hold history
  • Upcoming shipments
  • Club tenure (how long they’ve been a member)

Customer Segmentation

  • Club members vs non-members
  • Tier-based segments
  • High-value customers
  • At-risk / inactive customers
  • Location-based segments

Internal Notes & Flags

  • Add private notes to customer profiles
  • Flag VIPs or special handling requirements
  • Track preferences (favourites, allergies, delivery notes)
  • See who last updated the record

Order & Interaction History

  • Full purchase timeline
  • Club shipments and outcomes
  • Payment issues or failed charges
  • Manual adjustments logged

Search & Quick Access

  • Speed matters in cellar doors.
  • Fast search by name, email, or order
  • Recently viewed customers
  • Simple, uncluttered UI

Customer CRM FAQs

Common questions about managing customer data with Quaffable

Start Building Better Customer Relationships

See how Quaffable's CRM helps you understand and serve your customers better.