# Customers & CRM (/how-to/customers)



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 [#guides]

<Cards>
  <Card title="Create a Customer" href="/how-to/customers/create-a-customer">
    Manually add a new customer record with name, email, phone, address, tags, and notes.
  </Card>

  <Card title="Search and Filter Customers" href="/how-to/customers/search-and-filter-customers">
    Find customers by name, email, phone, or source using the search bar, filters, and global search.
  </Card>

  <Card title="Manage Customer Tags" href="/how-to/customers/manage-customer-tags">
    Add, remove, and filter by free-form tags to organize and segment your customer base.
  </Card>

  <Card title="View Customer History" href="/how-to/customers/view-customer-history">
    Review a customer's booking history, guest appearances, communication logs, survey responses, and lifetime analytics.
  </Card>

  <Card title="Configure Demographics" href="/how-to/customers/configure-demographics">
    Set up demographic categories that appear when customers are added as guests on bookings.
  </Card>

  <Card title="Manage Contacts and Leads" href="/how-to/customers/manage-contacts-and-leads">
    Work with contact form submissions, track lead sources, manage consent, and process follow-ups.
  </Card>

  <Card title="Delete a Customer" href="/how-to/customers/delete-a-customer">
    Permanently remove a customer record and understand what data is affected.
  </Card>
</Cards>