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CRM and customer management

The CRM section shows your customers — the people who buy from you — so you can manage relationships, not just orders. Customer data (orders, attendance) feeds this section and the customer reports.

What's in the CRM​

  • Customer records across your events, with their orders and activity.
  • A per-customer view for building relationships (who's been before, what they've bought).
  • Customer data also powers the Customers report.

Where customer data comes from​

Customer data is collected at checkout (name, email, phone) and enriched from attendance and orders.

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