Customer types
Every customer is classified into one of three types. Crevio assigns and updates the type automatically based on the customer’s activity.Customer types update automatically. When a lead creates an account, they become a free customer. When a free customer makes their first paid purchase, they become a paid customer.
How customers are created
Customers are added to your account through several channels:- Checkout — When someone completes a purchase (paid or free), Crevio creates a customer record using the buyer’s name and email address.
- Waitlist requests — Someone who applies for a product that needs your approval is added as a customer, even before you approve them.
- Forms — Everyone who fills in one of your forms is added as a lead.
- Bookings — Someone who books a call or session with you is added as a lead.
- Import — Upload a CSV file from the Customers page to add many at once.
- API — You can create customers programmatically through the Crevio API.
Searching and filtering customers
The Customers page in your dashboard lists all customers in your account. You can search by name or email to quickly find a specific person. Each customer in the list shows:- Name and email address
- Customer type (lead, free, or paid)
- Number of orders
- Total spend
- Tags
- Date added
Customer details
Click on any customer to view their full profile. The detail page shows:- Order history — Every order the customer has placed, including line items and status
- Total spend — The sum of all successful order amounts
- Average order value — Total spend divided by total order count
- Contact information — Name, email, and phone number (if provided)
Customer tags
Tags let you organize and segment your customers. You can assign one or more tags to any customer to group them by interest, purchase behavior, campaign source, or any other criteria you choose. Tags are unique within your account — creating a tag with the same name as an existing one reuses the existing tag rather than creating a duplicate.Self-service billing
Every customer gets a hosted billing page for their account with you — no setup required. From the Billing link in their account on your site, a customer can:- Cancel or renew an active subscription
- Update the card on file
- Edit their billing address
- Download a PDF of any past invoice
Exporting customers
You can export your entire customer list as a CSV file from the Customers page. The export includes all customer fields — name, email, customer type, order count, total spend, and tags. This is useful for importing into email marketing tools, CRMs, or spreadsheets for further analysis.Deleting customers
Open a customer and choose Delete from the menu. The customer disappears from your lists right away. After 30 days, Crevio permanently erases them together with:- Their notes and contact details
- Their form submissions and answers
- Their bookings, call history and call transcripts
- Their support chats with your assistant
- Every email they sent you or received from you, including attachments. In a conversation with other people, only their messages are removed.
- The record of which email campaigns were sent to them
- Invoices. They stay as accounting records, without the link to the customer.
- Opt-outs. If the person unsubscribed from your emails, their address stays on your do-not-email list so they aren’t emailed again by mistake. If they withdrew permission to be called, the record of that is kept as proof.
- Your assistant’s memory. If Crevio wrote something about the person into its notes or files, ask it to remove that too.
- Backups. Crevio doesn’t edit its backups; old copies expire on their own over time.
Anonymizing customers with orders
When someone who bought from you asks to have their data removed, open them and choose Anonymize from the menu. It happens right away and can’t be undone:- Their name, email address, phone number and notes are removed. The customer shows as Anonymized.
- Their form submissions, bookings, calls, support chats and emails with you are erased, the same as when you delete a customer.
- Their orders and invoices stay for your records, without their name, email or address.
Deleting inactive leads automatically
You can have Crevio delete leads you haven’t been in touch with for a while. This only applies to leads: people without an account, such as people who filled in a form. Free and paid customers have an account and may have access to your products, so they are never deleted automatically. Privacy laws such as the GDPR in Europe expect you to keep personal data only as long as you need it, and this setting helps you do that. It isn’t legal advice: check the right period for your business.- Go to Settings and open Legal.
- Under Data retention, turn on Delete inactive leads.
- Enter the number of days without contact, at least 30. Before you save, Crevio shows how many leads would be deleted today.
- Click Save.
Clean up your list with Crevio
Ask “clean up the duplicate contacts in my CRM” and Crevio looks for the same person saved twice: the same Gmail address with and without a+tag or dots, a typo like gmial.com, or the same name with the same phone number. It shows each pair, which record it would keep and why, and changes nothing until you approve.
When you approve, Crevio copies the duplicate’s notes and tags onto the record it keeps, then deletes the duplicate. Like any deleted customer, it can be restored for 30 days. A duplicate that has orders, bookings, calls or emails is never deleted; Crevio tags it duplicate instead, so its history stays where it is. Crevio can’t merge two records into one, because a customer’s orders always stay on the record they were placed on.
You can also ask Crevio which leads nobody has followed up, which quotes have gone quiet, or for a rough forecast of next month’s sales from your open quotes. If you use HubSpot, Pipedrive or another CRM, connect it and Crevio works there instead, using that CRM’s own merge.