Clienteling & CRM
VIP Tiers & Loyalty Badges
Automatically badge top clients into VIP tiers by spend over any rolling window — perks follow the badge.
Automatically badge top clients into VIP tiers based on spend over any rolling window — lifetime, or a trailing set of years, months or weeks. The engine totals each customer’s purchases and assigns the highest tier they qualify for (tiers can also be set by hand), and the badge shows next to their name everywhere and can unlock perks downstream, like waiving deposit requirements on a special order.
More in Clienteling & CRM
Build-Your-Own Customer Card
Design your own client record with unlimited custom fields — ring size, preferred brands, anniversaries — no engineering required.
Learn moreThe 360° Customer Timeline
One chronological history per client — every appointment, purchase, message, repair and order, visibility-aware.
Learn moreThe Live Board — Open Work at a Glance
A real-time panel of every open thread on a client, attaching and detaching itself as statuses change.
Learn more