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360-Degree View

CRM & Customer Management

All customer information in one place. Order history, communication, payment behavior - for optimal customer service.

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Screenshot: Customer View

Understand and Retain Customers

All information for better service

360-Degree Customer View

All customer information at a glance. Master data, orders, communication and notes.

  • Complete history
  • Quick access
  • Overview dashboard

Order History

All customer orders chronologically. With status, invoices and shipping information.

  • All channels
  • Revenue statistics
  • Purchase behavior

Customer Groups

Segment your customers. B2B, B2C, VIP, Reseller - with custom prices and conditions.

  • Group prices
  • Discount rules
  • Payment terms

Communication

Document emails, notes and calls. Everything traceable for the whole team.

  • Email history
  • Internal notes
  • Activity log

Payment Behavior

Keep track of open items, payment history and creditworthiness. For informed decisions.

  • Open invoices
  • Payment record
  • Credit limit

Privacy tools

Privacy built-in. Manage export, deletion and consents in compliance with regulations.

  • Data export
  • Deletion concept
  • Consents

Related Features

Orders

Manage customer orders

Invoices

Invoicing and e-invoicing

Returns

Process returns

Frequently Asked Questions

Answers about CRM

The 360-degree view shows all customer information at a glance: master data, order history, communication, open items, notes and tags - for optimal customer service.

Yes, you can create unlimited customer groups (e.g. B2B, VIP, Reseller) with individual prices, discount levels and payment terms.

BISpicy helps you meet your GDPR obligations: data export, deletion concept, consent management and information requests are integrated, and we sign a data processing agreement with you. Your business remains responsible for GDPR compliance.

Yes, outgoing emails (order confirmation, invoice, shipping) are automatically saved in the customer's communication history.

Understand Customers Better

360-degree customer view for excellent service.

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