CRM
Capture and track what matters to you
Fully extensive customer records. The full picture of your customer in one location.
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All of your customer data, easily accessible in one location.
POS, ecommerce, reservation, and website data all in one place
Unified customer record
Customer data comes from many places. Customers make reservations, they phone your winery, they buy online, and they walk into your tasting room.
- Commerce7’s unified customer record provides a single source of truth
- A single click from the POS or reservation system gives your frontline staff access to the complete customer record
- Limit duplicate customer records with smart de-duplication based on email and phone number
Create your own attributes
Fully extensible
Your winery is unique, the data that matters to you might be as well. Create your own customer attributes to capture and track the data that matters most to you. Custom attributes are visible to your frontline staff on both the POS and reservation systems.
Automate capturing data. Limit manual entry
Capture data easily
Capturing data shouldn't be hard. Whether your customers are creating orders, booking reservations, signing up for clubs, filling out forms, or engaging in a different method, data they provide is automatically logged in one central customer record and easily accessible to your staff and integrated partners.
Manage, organize, deliver
Make data-driven decisions
Act on your data, build detailed queries of customers to segment them and provide them with unique personalized engagement, products, and pricing. Build lists of customers for marketing automations and campaigns. Auto tag customers based on criteria such as lifetime value, products purchased, and custom data fields.
The features you need
Forms
Prebuilt form builder to capture data (such as a contact us form) or to survey customers. Capture CRM data, custom fields and unique questions.
Query Tools
Create complex queries across products purchased, reservations made, customer attributes, and other fields. Use ANDs, ORs, and NOTs to drill into the specific data you want.
Automatic Validation
Automatically validate phone numbers, addresses, and even international addresses to ensure you're capturing accurate data.
International Addresses
Configured for over 90 countries. Our customer record understands international addresses and uses address validation to improve deliverability.
Static and Dynamic Tagging
Manually or based on preset criteria, automatically tag and segment your customers to deliver them tailored engagement, products, and pricing
All the solutions you need to deliver the right experience
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