Craftplan

Customers

The CRM module provides a customer database integrated with orders and billing.

Customer Database

Navigate to Manage → Customers to see all customers. Each customer record includes:

Customers List

  • Name and contact information
  • Company name (optional)
  • Notes

Addresses

Customers can have multiple addresses for:

  • Shipping — Delivery destination for orders
  • Billing — Invoice address

Addresses are selected when creating orders and appear on generated invoices.

Order History

Each customer profile shows a complete order history:

  • All orders placed by the customer
  • Order statuses and delivery dates
  • Total order value

This gives you a quick view of the relationship without leaving the customer page.

Statistics

Customer profiles include summary statistics:

  • Total number of orders
  • Total revenue from the customer
  • Most frequently ordered products
  • Average order value

These metrics help identify your most valuable customers and their purchasing patterns.

CSV Export

Customer data can be exported to CSV from Manage → Settings for use in external CRM tools, mailing lists, or reporting.