Smart Lists, Customer Tags & Import
Create dynamic customer segments, tag and organise customers, and bulk-import your existing database.
Three powerful customer management features to help you organise your database and target the right people.
Smart Lists
Create dynamic customer segments that auto-update as your data changes. Filter by tags, job history, last completed job date, total jobs, and more.
- Overdue for service — Customers whose last job was over 12 months ago.
- New customers — People you've quoted in the last 30 days.
- High-value — Customers with more than 3 completed jobs.
Smart Lists integrate directly with Campaigns, so you can send targeted messages to any segment with one click.
Customer Tags
Add custom tags to any customer — "VIP", "Commercial", "Warranty", "Referral", or anything that helps you organise. Tags can be used as Smart List filters and make it easy to find groups of customers.
Customer Import
Migrating to Cooledge? Bulk-import your existing customer database from a CSV file. Map your columns to Cooledge fields and import hundreds of customers in seconds.
All three features are available in the Customers section.
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