Keeping customer information up-to-date ensures quick access to their contact details, order history, and communication records.

 

How to Create Customers

Customers can be created in several ways:

• Automatically – when orders come in from connected sources, via import, or through the API;

• Manually – from different sections of the system: Customers, Pipelines, Orders, Chats, Call Card or Call History, or from the Company Card.

In all cases, the same customer form opens, where you can:

• Enter the name,

• Add phone numbers and email addresses,

• Select or create a company,

• Fill in additional fields,

• Add delivery addresses, and more.

 

Once saved, the customer will immediately appear in the list and be available across all sections of the system for further work.

 

Editing a Customer Card

In the customer card, there is a copy link button next to the customer's name.

All customer data is organized into several tabs:

General

You can edit all basic fields: contacts, company, social media links, assigned manager, birthdate, additional fields, and delivery addresses.

Orders

This tab lets you add new orders and view existing order history.

You'll see:

• General stats (excluding cancelled orders): Total count of orders and Total count of orders in your main system currency;

• Order list (newest to oldest): each entry includes the order number (clickable, opens in a new tab), date, status, source, products, total amount, and buttons to copy the link or duplicate the order.

 

Pipeline Cards

Here you can create new cards and browse existing ones:

You'll see:

• General stats (excluding cancelled cards): total count of leads and total sum of leads in the system’s base currency;

• Card list (newest to oldest): each card shows the name (opens in a new tab), date, status, source, products/services, total value, and a copy link button.

 

 

Tasks

The number of active (incomplete) tasks is shown in parentheses next to the tab title.

Inside, you’ll find:

• A list of both completed and active tasks,

• A button to create a new task.

Communications

This tab contains the communication history with the customer, including both messages and calls.

Bonuses

Here you’ll see:

• Which loyalty programs the customer is part of,

• Their current level in each,

• And options to set or change an individual discount.

No need to remember every detail about your customers — let KeyCRM handle that for you.