Customer · MVP
Light CRM
Customer master, contacts, history, tags. Not a sales tool — a consistent customer view across every site.
What it does
01
One customer view
Even when the customer calls site 1 and picks up at site 2 — you see one history.
02
Tags + custom fields
Industry-specific extension via `attrs jsonb`. No per-customer schema migration.
03
Contact triggers
AI proposes a callback when, for example, last purchase was > 6 months ago and the consumption pattern fits.
How it runs
- 01
Data migration
From Excel, ERP, old CRM — industry templates.
- 02
Standardisation
Duplicate detection, address validation, AI tag suggestions.
- 03
Link with orders
Once orders flow, history builds automatically.
What you get
- Customer card with full history
- Tag clusters ("key account", "seasonal", "churn risk")
- Callback recommendations from the AI layer
Requires
- → Sites module.
In the example
+6 %
via lower churn (sample)
~80
key customers sample