Customers and credit
What this does
Keep it organized. Keep it personal. Stay in control.
Why it matters operationally
Disconnected customer records turn follow-up and credit discipline into guesswork.
Current feature scope
- Customer profiles
- Purchase history
- Notes and tagsBeta
- Loyalty tracking supportBeta
- Basic customer insights
Beta constraints
- Notes/tags and loyalty support are beta-scoped claimsBeta
- Avoid enterprise CRM automation claimsBeta