Customer Management

Know Every Customer by Name

Every purchase, visit, booking, and question flows into one customer record. From first visit to loyal regular, you always know their history.

Unified Profiles

Every purchase, interaction, and note on one customer record. See the full picture instantly.

Smart Segmentation

Group customers by behavior, spending, and preferences for targeted outreach.

Automated Follow-ups

Never miss a birthday, anniversary, or re-engagement opportunity.

Relationships that drive revenue

Sophosic builds each customer’s profile automatically from every sale — giving you a history that would take hours to compile by hand.

  • Automatic profile creation from every transaction
  • Lifetime value tracking and purchase history
  • Custom tags and notes for personalized service
  • Email and SMS campaign integration

Start building better relationships