CRM
The CRM, on every plan
Contacts and companies with one timeline across orders, forms, chats and emails, plus tasks, smart lists, duplicates and import.
- Contact and company pages with notes, tags, field history and labelled links between records.
- Custom fields in 12 types, including money, choice and date. Sensitive fields are visible only to the staff you allow.
- Lifecycle stages from Subscriber to Repeat customer. A paid guest order finds or creates its contact.
- Tasks with queues, priorities and repeats, and a My Day view.
- Smart lists that update live from CRM, order and consent conditions, and can start flows when someone joins or leaves.
- Duplicate detection by email, phone, name and company, with side-by-side review and merge.
- Guided CSV import with a dry run, and import from HubSpot. Record access set to own, team or all.
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