CRM & Call Tracking
Customer history, staff books, a live confirmation-call workspace and call analytics.
Capabilities
What CRM & Call Tracking does, in detail.
Built for operations where orders are confirmed by phone. Every call has a reason, an outcome and an owner, attached to a customer with their real purchase history and every open order in view.
Confirmation call workspace
One screen with all of a customer's open orders, editable inline during the call. Stopping the call logs the outcome automatically, and duplicate orders surface before they ship.
Structured call logging
Call reasons are managed as their own list, and calls are logged from the customer, order or workspace view with reason, note, outcome (confirmed, no answer, unreachable) and an optional follow-up time.
Customer history
A profile with fraud-flag badge, orders by status, a paginated order table and a purchased-SKU breakdown with quantities and last-purchase dates, enough to make a real upsell.
Customer search
Exact lookup by phone or email, with a fallback to guest orders, behind its own permission.
Staff books & visibility
Customers and orders are assigned to staff. Visibility is permission-driven: see everyone, see only your own book, or see nothing, with assign and log-call rights layered on top.
Call history & performance
A call history page, plus push-sell value and call-to-order conversion per person in the staff activity report. The CRM list runs on a pre-computed summary table so it stays fast at volume.
Connects with
Reads orders and customers, writes the confirmation outcome that decides whether an order goes to the courier, and reports into staff activity.
Book a demo
Want this module walked through live?
We will show it configured with your channels, couriers and roles, alongside the modules it connects to.