Customers & CRM
Guides for managing your customer database, tracking leads, viewing booking history, and using CRM tools in Resytech.
The Customers & CRM section of Resytech gives you a centralized view of everyone who interacts with your business. Customers are people who have completed at least one booking. Contacts (also called leads) are people who have submitted a contact form or subscribe form on your website but have not yet made a purchase. Together, these two records form your CRM pipeline.
The CRM dashboard (found at CRM in the sidebar) shows high-level metrics -- total customers, total leads, contacts this month, active customers -- along with recent activity lists and quick-action shortcuts.
Guides
Create a Customer
Manually add a new customer record with name, email, phone, address, tags, and notes.
Search and Filter Customers
Find customers by name, email, phone, or source using the search bar, filters, and global search.
Manage Customer Tags
Add, remove, and filter by free-form tags to organize and segment your customer base.
View Customer History
Review a customer's booking history, guest appearances, communication logs, survey responses, and lifetime analytics.
Configure Demographics
Set up demographic categories that appear when customers are added as guests on bookings.
Manage Contacts and Leads
Work with contact form submissions, track lead sources, manage consent, and process follow-ups.
Delete a Customer
Permanently remove a customer record and understand what data is affected.