Every customer’s full history in one place

CRM has four tabs, with a summary of your whole customer base at the top.

1. 1
   Four tabsCustomers (all customers), Campaigns (group SMS), Automations (SMS that send themselves) and SMS History (every message sent).
2. 2
   Customers How many different phone numbers have ordered so far.
3. 3
   Repeat customers How many bought more than once, and what % of all customers that is. Growing this number is where the real profit is.
4. 4
   Orders Total orders.
5. 5
   Delivered How many were delivered and what %.
6. 6
   Revenue Total sales amount.

Every phone number that has ever ordered is in this list. Filter by tag, sort by any column, and open a customer to see the whole story.

1. 1
   Customers A short explanation of what’s in this section.
2. 2
   Export CSV Download the list to Excel/Sheets — for your own records or to use elsewhere.
3. 3
   Rebuild all Recalculates every customer’s numbers from scratch — useful after importing old orders.
4. 4
   TagsAll, New, Repeated, On Way, Duplicated, Bad — with counts. Filter in one click.
5. 5
   Search Search by name, phone number or area.
6. 6
   SMS everyone in this list SMS everyone in the list you’re looking at right now (e.g. only Repeated) at once.

Each row is one customer. Click a column name to sort by it — e.g. who has spent the most.

1. 1
   Sortable Click a column with a small arrow to sort high-to-low or low-to-high.
2. 2
   Checkbox Pick a few customers to SMS together (section 5 below).
3. 3
   Name and tag Click the name to open the customer’s full profile. The colored tag next to it (BAD, NEW, DUPLICATED…) shows this number’s past record.
4. 4
   Phone and area The number and the area they order from.
5. 5
   Total orders Total orders and how many are still open.
6. 6
   Delivered How many were delivered and what % — red means most of this customer’s orders weren’t delivered.
7. 7
   Total spent · Avg order value Total spent and the average per order.
8. 8
   FrequencyFrequent (buys regularly) or Single order (bought once).

Scroll the list right for the remaining columns and four buttons for each customer.

1. 1
   Frequency Buying pattern.
2. 2
   Avg order time How often they order on average (e.g. every 5 days) and when the last order was.
3. 3
   SMS sent How many SMS went out and when the last one was — shows whether you’re bothering the same customer with too many.
4. 4
   👁 View The customer’s full profile (sections 7–8 below).
5. 5
   📞 Call Call directly.
6. 6
   💬 SMS If the customer has turned off SMS (Do not SMS), the button is faded.
7. 7
   🛒 Orders in the desk Opens all of this number’s orders in Order Desk.

Want to SMS just a few people, not the whole list? Tick them.

1. 1
   Tick Tick the people you want to send to.
2. 2
   How many selected A bar appears at the bottom showing how many are selected.
3. 3
   Send SMS to selected Opens the message box.
4. 4
   Clear Untick everyone.

SMS one person or a thousand from the same box. Every customer gets the message with their own name.

1. 1
   Who will get it How many were selected and how many will actually receive it. Anyone who turned off SMS (opted out) is removed automatically — nobody gets an SMS they don’t want.
2. 2
   Campaign name Give it a name if you like — you’ll find it by that name later in the Campaigns tab.
3. 3
   Personalization tags{first} (first name), {name}, {orders} (number of orders), {spent}, {last_product} (last product bought), {shop}, {shop_phone} — click to insert into the message.
4. 4
   Characters and SMS parts How many characters and how many SMS parts it’ll take — in Bangla, one part is 70 characters. You can estimate the cost upfront.
5. 5
   Preview How the message will actually look to the first customer.
6. 6
   Send now / Schedule Send right away, or pick a date and time for later (Bangladesh time).
7. 7
   Send in batches For big lists, e.g. 20 every 10 minutes — if hundreds of customers call or reply at once you won’t be able to keep up, so send gradually.

Click the name or the 👁 button and the profile opens from the side. Before calling, get a picture of who you’re talking to in 10 seconds.

1. 1
   Name and tag The customer’s name and the tag based on their record.
2. 2
   Buttons Call, SMS, orders in Order Desk, Recalculate (redo this customer’s numbers) and close.
3. 3
   Quick stats Total orders, how many open, how many delivered and the success %, total spent, how many cancelled, average order.
4. 4
   Customer timeline When the first and last orders were.
5. 5
   Order frequency Buying pattern and how many days between purchases on average.
6. 6
   Contact & delivery Phone, area, full address, their delivery/return record with your shop, and their courier record.

The lower part of the profile shows their purchases, SMS and all orders.

1. 1
   Products bought Which products they bought and how many times — helps you decide on the next offer.
2. 2
   SMS sent Total SMS and when the last one went.
3. 3
   Do not SMS this customer Turn this on if the customer says they don’t want SMS — after that, no campaign or automation will send them one.
4. 4
   Each SMS Status (sent), why it went (Order update, Welcome…), when, and the full text.
5. 5
   Campaign SMS Shows which campaign it came from too.
6. 6
   Order history Every order — status, source, order number, date, products and amount.

Every group SMS — sent now or scheduled — and how far along it is, all here.

1. 1
   New campaign → Customers New campaigns start from the Customers tab: pick customers with filters or ticks, then Send SMS.
2. 2
   Campaign Name and message.
3. 3
   Audience Who it’s going to (e.g. New, Repeated, All customers, or one person), how many, and how many parts.
4. 4
   When When sending starts, and for batches, how many every how many minutes.
5. 5
   Progress How many went, how many failed, the total, and when the next batch is.
6. 6
   StatusScheduled, Done or Cancelled.
7. 7
   Buttons ☰ to see every SMS in this campaign (opens in SMS History), ✕ to cancel a scheduled campaign.

Set a rule once and the rest runs itself. Each rule sends to a customer only once, never during quiet night hours, and never above the daily cap. It checks every hour.

1. 1
   Add automation Create a new rule (section 11 below).
2. 2
   On/off Pause any time with the switch.
3. 3
   Name and rule e.g. Win-back — no order for 20 days; Welcome — 2 hours after the first order; Thank you — 1 day after delivery.
4. 4
   How many sent How many SMS have gone out so far and when it last checked.
5. 5
   Run now · Edit · Delete Run it now without waiting for the hour, change it, or delete it.
6. 6
   Message What will be sent — {first} and {shop} fill in automatically.
7. 7
   Paused rule Shows in grey when it’s off.

Pick one of four ready-made rules, set the timing and limits, and write the message.

1. 1
   Name A name that makes sense to you, e.g. “45-day win-back”.
2. 2
   TriggerWin-back (no order for a long time), Welcome (after the first order), Thank you (after delivery), Repeat reward (after a set number of deliveries).
3. 3
   Days/hours How many days or hours after, depending on the trigger.
4. 4
   Only this tag Only customers with a particular tag — Bad is excluded by default.
5. 5
   Quiet from The time at night from which no SMS goes out.
6. 6
   Quiet until The time in the morning until which it stays quiet.
7. 7
   Daily cap The maximum per day.
8. 8
   Include customers tagged Bad Send to Bad customers too if you want — usually not needed.
9. 9
   Personalization tags {first}, {name}, {orders}, {spent}, {last_product}, {shop}, {shop_phone}.
10. 10
    Character count How many SMS parts it’ll take.

Every SMS sent from the shop — to whom, from where, what it said, and its status.

1. 1
   Status filter Sent, Failed, Queued, Skipped, Cancelled.
2. 2
   From where Only Campaigns, only Automations, or both.
3. 3
   Search By name or phone.
4. 4
   Total How many messages were found.
5. 5
   Customer Name and number.
6. 6
   From Which campaign or automation it came from.
7. 7
   Message The actual text that went out, with the name filled in.
8. 8
   Parts · Status How many parts and its current status (Queued, Sent…).