A CRM for your store — know who buys and whom to call.
Every checkout sale and every order lands in the customer card on its own. BizStore works out the status, keeps track of debts, reminds you of birthdays and creates tasks for the team.
- Included in every plan
- Individuals and companies
- Excel export
What it does
Everything you need to know about a customer — in one card.
No separate spreadsheets or paper notes: the data builds up from sales and orders.
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Automatic statuses
New, Active, Loyal, At risk, Lost — worked out from purchases. One click on a filter shows whom to win back. Thresholds are set in Settings.
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Customer card
Orders, returns, products bought, tasks and notes — in one window. Start a new order or a task right from there.
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Debts and terms
Discount, price type, payment deferral and credit limit. At checkout and in an order you see the debt, a late payment or an exceeded limit right away.
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Birthdays
A few days ahead BizStore creates a “Congratulate” task by itself — with the customer’s name, age and phone.
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Tags
Wholesaler, Do not call, Prepayment only — or your own tags. Shown at checkout and in orders; search and filter by them.
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Excel export
A list by any filter — for example, “At risk” customers for a call campaign.
CRM + Tasks
Every call and every promise — a task, not a sticky note.
Tasks are linked to the customer and the order. The team sees them on a shared board, and the owner sees who is doing what and what is still open.
- A task in one click: from the customer card, an order or the checkout
- Assignee, due date and an “Urgent” flag
- Comments with history and quick tags: “No answer”, “Call back later”
- A “To do · In progress · Done” board; team and personal tasks
Together
Works together with other sections
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Checkout & shifts
Pick the customer on the receipt and see their debt and tags right at payment. A new customer takes seconds.
Learn more -
Tasks
Tasks linked to the customer: a call, birthday wishes, an offer — with an assignee and a due date.
Learn more -
Team & permissions
Only the owner and staff with the “Customer terms” permission can change discounts and credit limits.
Learn more
Questions
CRM questions
What is the CRM in BizStore?
It is the “Customers” section: your store’s customer base with purchase history, debts, terms, tags, birthdays and tasks. Data comes in from the checkout and orders on its own — nothing is entered twice.
Is the CRM included in the Start plan?
Yes. Customers and tasks are in every plan, from $9.90 a month. The first 14 days are free, no card needed.
How is a customer’s status worked out?
From purchases: New — first purchase within the last 7 days; Loyal — 5 purchases or more; At risk — 45–90 days without a purchase; Lost — over 90 days; everyone else — Active. Thresholds are set in Settings.
Who can change a discount or a credit limit?
The owner and staff with the “Customer terms” permission. Other staff cannot change them — this is checked on the server, not just on screen.
Ready to get your store in order?
14 days free, every section open. No card needed.