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Read Your Orders: CRMlytics quietly integrates with your store to read order data without disruption.
Run Machine Learning: It calculates churn scores, order forecasts, and RFM values directly on your server, eliminating the need for third-party APIs.
Segment Your Customers: Automatically sorts customers into segments like Champions, At-risk, and Lost, enabling targeted retention strategies.
Recover Revenue and Retain More Customers: Reach the right customer at the right time with in-plugin email campaigns for specific segments or tags.
Store Dashboard: Provides a 360° view of store performance with aggregated metrics, live activity feeds, and macro trend analysis.
Churn Risk Scores: Assigns a predictive health score to each customer based on their buying patterns, identifying those at risk of leaving.
Order Forecasts: Predicts the number of orders each customer will place in the next 30, 90, and 180 days to optimize marketing budgets.
RFM Scoring: Automatically calculates Recency, Frequency, and Monetary scores to identify and protect high-value repeat buyers.
Custom Segments: Allows filtering customers by various criteria and saving them as dynamic segments for targeted campaigns.
Customer Timelines: Offers a complete interaction history for each customer, including order changes, email clicks, and manual notes.
Smart Tags: Automatically tags customers based on behavior or allows manual tagging for dynamic list management.
Built-in Email Campaigns: Enables sending targeted emails to individuals, dynamic segments, or tagged groups directly from the plugin without switching tools.
Email Click Tracking: Automatically logs link clicks within emails back to the customer's timeline to refine future targeting and segments.
Customer Profiles & Custom Fields: Provides a full view of each customer with the ability to add custom data points (phone, company, notes) alongside their tags and history.
Customer Timelines: Offers a complete interaction history for each customer, automatically logging order changes, email sends, and email clicks in one chronological feed.
Manual Activity Logging: Allows logging of external interactions—like phone calls, support notes, and customer feedback—directly to a profile to maintain full context.
Customer Search & Filter: Find any customer instantly by searching names, emails, or custom fields, and filtering by tags, health scores, and RFM segments.
Onboarding Wizard: Offers a guided setup process that gets the CRM running and generating insights from historical data in under two minutes.
CSV Export: Enables fast, one-click exporting of customer data and segments for integration with other tools.
CRMlytics differentiates itself from other CRMs by focusing on customer intelligence and predictive analytics in addition to email campaigns and customer management. It provides insights into who to target and when. The plugin is free, runs locally on your server, and has been tested at scale without impacting store performance.
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