CRM & Customers

CRM & Customer Intelligence

Segment customers by behavior and reach the right person at the right moment.

Losing champion customers because nobody noticed they'd gone quiet for weeks? The CRM module refreshes eight behavioral segments automatically every night. Pushing a segment to a Meta audience takes one click — and personal data stays masked by role.

8 Behavioral Segments — Updated Automatically Every Night

Every customer lands in one of eight segments based on how they actually behave — Champions, Loyal, At Risk, Lost, and more. The list refreshes itself overnight, with a report of who changed segments since yesterday.

  • Positive segments: Champions, Loyal, Rising, New
  • Risk segments: At Risk, About to Lose, Lost, Inactive
  • Define your own custom segment rules
  • Day-over-day segment change tracking
  • Per-customer segment history timeline
RFM Segments
Champions
847
Loyal
1240
Rising
312
At Risk
184
Inactive
96
Lost
41
New
156
Last updated: this morning at 03:17 (automatic)

Audience Library — Meta Audience Sync

Push your segments to Meta audiences in a single click. Lookalike audiences refresh automatically as the underlying segment updates.

  • Send Champions to Meta securely (personal data protected)
  • Lookalikes refresh automatically when segments change
  • See which segments overlap with each other
  • Segment-aware audience exclusion — overlap prevented
Customer Library
Meta connected
Champions
1.247 users
✓ Pushed
1% lookalike active
High-Value
412 users
✓ Pushed
1-3% lookalike ready
At Risk
802 users
Win-back 90d
156 users
Secure transfer: Email/phone are sent encrypted; raw personal data never reaches Meta.

Personal Data Masking (KVKK)

Users without clearance see customer emails and phone numbers masked. Role definitions within your brand's team set the boundary for personal data access.

  • Emails and phone numbers displayed masked, based on role
  • Every access is written to the audit log
  • Self-service data deletion requests under KVKK
  • Data export (JSON/CSV) available on request
CRM · Customer List
Viewer role🔒 PII masked
NameEmailPhone
A**** K***a***@gmail.com+90 5** *** 4521
M*** D***m****ta@hotmail.com+90 5** *** 8902
E**** Y****e*****en@outlook.com+90 5** *** 1237
3 accesses logged in the last 24 hours
admin/manager see raw PII

Customer 360° Detail — Single-Page View

Order history, segment timeline, RFM score, return rate, favorite category, and notes — all on one page. Customer service sees the full picture at a glance.

  • Order history + AOV + last purchase
  • RFM segment timeline (transitions over time)
  • Which categories they buy from, and how often
  • Customer notes + contact history
AK
Anna K***
a***@gmail.com · customer #4218
Champion
Total
₺48.290
Orders
14
AOV
₺3.449
Recent Orders
May 28Crepe Dress + Silk Scarf₺1.840
May 14Tie-Front Blouse₺549
May 2High-Waist Trousers ×2₺1.898
Segment Timeline
Feb
New
Mar
Potential
Apr
Loyal
May
Champion
Highlights

The module at a glance

8 ready-made RFM segments — refreshed automatically every night
Audience Library — Meta Custom Audience sync
Customer personal data masked by role (KVKK)
Customer journey — purchase timeline
Use Cases

Where does it help in practice?

Case 1

Launching a campaign for a fresh "Champions" segment

Outcome

Push to Meta in one click; its lookalike refreshes automatically.

Case 2

Reactivation message for the "At Risk" segment

Outcome

Slack/SMS notification + email campaign triggered per segment.

Case 3

A KVKK deletion request comes in

Outcome

One form deletes the data, removes it from Meta automatically, and logs the entire action.

Demo

Try the CRM & Customers module with your own brand

In a 30-minute demo session, we'll show you how the module works on your own data.