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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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.