Profiles and purchase history
Review customer details, recent orders and recorded spending together.
Customer management
Behind every order.
A customer you can understand.
A name and phone number are only the beginning. Review purchases, recent orders and customer classification so your next interaction has the right context.
CRM tools from Growth or above
YallaBuy Workspace
YOUR CONNECTED WORKFLOW
Customer records connected to their purchases.
- 01Profiles and purchase history
- 02Quick customer lookup
- 03Segments that add context
Illustrative workflow · no live store data
BUILT AROUND YOUR DAY
Customer records connected to their purchases.
Quick customer lookup
Search by name, phone or email and attach a recorded sale to the correct customer.
Segments that add context
Review available customer segments and their conditions instead of treating everyone as one undifferentiated list.
A MOMENT IN YOUR WORKDAY
What does this look like in practice?
A returning shopper visits the counter. Find their record in CRM or POS and review purchase history instead of creating a separate record each time. Segments help distinguish new and returning customers.
YOUR NEXT STEP
Start with a clear sequence.
CRM tools from Growth or above
- 01
Use a Growth plan or above for CRM tools.
- 02
Review customer details and connect orders to the right record.
- 03
Use purchase history and segments to decide where to focus your follow-up.
BEFORE YOU CHOOSE
Questions you might have.
Does CRM send automated campaigns?
This covers profiles, purchases and segments. Automated messaging campaigns or advertising pixels are not promised as part of these capabilities.
Can I record a sale without customer details?
POS supports walk-in sales. Connecting a sale to a customer profile requires the relevant information for accurate follow-up.
Who can see customer details?
Access depends on store authorization and assigned permissions. Marketing CRM does not make customer information public.
Ready for the details?
The guides cover setup, behavior and operational limits.
YallaBuy Workspace
Everything in its place.
Choose the tools for the way you work. Grow when you need to.
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