Customers
The customers page provides a detailed view of every customer on your panel, their service history, revenue contribution, and interactions with your team.
Customer List
Navigate to Admin > CRM > Customers to see all customers. The list displays:
- Customer name and email
- Number of active services
- Total revenue contributed
- Credit balance
- Account creation date
Use the search bar to find customers by name or email. Sort the list by any column to identify your highest-value customers or most recent signups.
Customer Profiles
Click on any customer to open their profile. Each profile consolidates all information about that customer in one place.
Service History
A complete record of every service the customer has purchased, including:
- Product name and current status (active, suspended, terminated, cancelled)
- Billing cycle and next renewal date
- Server details and node assignment
- Payment history for each service
Revenue Contribution
A summary of the customer's financial relationship with your business:
- Lifetime revenue - total amount paid across all invoices
- Active MRR - the monthly recurring revenue from this customer's current services
- Outstanding balance - any unpaid invoices
Credit Balance
The customer's current account credit balance. Administrators can adjust credits directly from the profile - see Credits for details.
Ticket History
A list of all support tickets submitted by the customer, with their current status and last update. Click any ticket to view the full conversation.
Internal Notes
Add internal notes to a customer's profile that are visible only to staff members. Use notes to record:
- Important interactions or agreements
- Account-specific instructions for your team
- Escalation history or special circumstances
To add a note:
- Open the customer profile.
- Navigate to the Notes section.
- Type your note and click Add Note.
Notes are timestamped and attributed to the staff member who created them.
Tags
Apply tags to customers for categorization and segmentation. Tags are color-coded labels that help you organize your customer base. Common uses include:
- Marking VIP or high-priority customers
- Identifying customers from specific marketing campaigns
- Flagging accounts that need attention
To add a tag:
- Open the customer profile.
- Click Add Tag in the tags section.
- Select an existing tag or create a new one.
See Analytics - Tags for more on creating and managing tags.
Referral Source Tracking
Track how customers found your service. The referral source field records where each customer originated:
- Direct signup
- Referral from another customer
- Marketing campaign
- Social media
- Search engine
- Other custom sources
Referral source data feeds into CRM analytics, helping you understand which acquisition channels are most effective.
Next Steps
- Leads - tracking prospective customers before they convert
- Analytics - analyzing customer data at scale
- CRM Dashboard - business overview