<aside> 👤
Customer Cards
Browse relationships visually and open any customer for more detail.
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<aside> ⭐
VIP & Repeat
See VIP customers and repeat buyers in one filtered gallery.
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<aside> 🗓️
Follow-Ups
See customers with scheduled follow-up dates on a connected calendar.
</aside>
<aside> 💎
Order Value
Compare lifetime order value and order count across customers.
</aside>
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Use the gallery for a quick visual overview, boards to group customers by type or source, the follow-up calendar for relationship reminders, and the detailed CRM view when you need contact information, preferences, order history, and customer value.
<aside> 🪄
Template tip: Replace the example customer records with your own when you're ready to use the workspace.
</aside>
