Customers & CRM

Resytech includes a built-in CRM to help you know your customers and build lasting relationships. The CRM centralizes customer data, contact history, lead capture, and audience segmentation into a single view.

Customer Lifecycle

The CRM tracks contacts and customers through a defined lifecycle:

1. Lead / Contact — a person who has interacted with your business (contact form, abandoned checkout, manual entry) but has not yet booked. Leads are stored as Contacts with a source, consent status, and obtain method.
2. Customer — once a lead makes their first booking (or is manually converted), they become a full customer with a profile, booking history, and lifetime value tracking.
3. Returning Customer — repeat bookers accumulate history, spend totals, and can be identified through tags and segmentation for targeted outreach.

CRM Data Model

The CRM is built around two primary entities:

Customers

Each customer record stores:

• Name, email addresses (multiple supported), phone number with country code
• Address (street, city, state, zip, country)
• Date of birth, company name
• Tags (free-form labels for segmentation)
• Internal notes
• Source attribution (how they found you)
• Computed analytics: total bookings, total spent, customer lifetime value, last booking date

Customers are also linked to their bookings, payments, waiver submissions, survey submissions, and POS orders.

Contacts (Leads)

Each contact record stores:

• Name, email addresses, phone number
• Source (where the lead came from)
• Contact consent flag and obtain method (how consent was gathered)
• Optional link to an existing customer (for tracking follow-up interactions)

See Leads & Contacts for details.

CRM Analytics

The CRM dashboard provides aggregate metrics including:

• Contacts this month vs. last month with growth percentage
• Contacts by source — breakdown with counts and percentages
• Monthly trends — contact and customer counts over time
• Total customers, active customers, and average customer value

Related How-To Guides

• Create a Customer
• Search and Filter Customers
• Manage Customer Tags
• View Customer History
• Configure Demographics
• Manage Contacts and Leads
• Delete a Customer