Manage your customer relationships effectively with SysRI CRM's Customer Management module. This comprehensive tool enables you to view, create, edit, and analyze customer data with detailed health monitoring, contract tracking, and performance analytics to drive customer success and retention.
The Customer Management module provides a comprehensive overview of your customer base with key metrics displayed in collapsible summary cards:
- Total Customers: Complete count of all customers in the system
- VIP Customers: High-value customers with percentage of total
- At Risk Customers: Customers requiring immediate attention
- Total Contract Value: Combined value of all customer contracts
- VIP: Premium customers with enhanced services
- Regular: Standard service level customers
- New: Recently acquired customers
- Visual progress bars: Percentage representation of each type
- Healthy: Customers in good standing
- Needs Attention: Customers requiring proactive engagement
- At Risk: Customers at risk of churn
- Color-coded indicators: Green, yellow, and red status bars
- Industry breakdown: Customer distribution across sectors
- Not specified: Customers without industry classification
- Percentage calculations: Automatic distribution percentages
- Gradient backgrounds: Visual appeal with color-coded themes
- Progress indicators: Dynamic progress bars for key metrics
- Icon integration: Relevant icons for each metric type
- Responsive design: Adapts to different screen sizes
- Collapsible display: Toggle overview cards on/off to save space
Comprehensive customer listing with detailed information and interactive features:
¶ Column Structure
- Company: Company name with sticky left positioning
- Customer Type: VIP, Regular, or New with proper capitalization
- Account Manager: Assigned account manager name
- Industry: Customer's industry sector
- Contract Start Date: Service contract commencement
- Contract End Date: Service contract expiration
- Contract Value: Financial value with currency formatting
- Total Purchases: Number of purchases made
- Last Purchase: Date of most recent purchase
- Lifetime Value: Total customer value with currency formatting
- Tickets Count: Number of support tickets
- Health Status: Visual status badges with color coding
- Sortable columns: Click headers to sort by any field
- Filterable data: Filter customers by any column
- Row selection: Single row selection for actions
- Resizable columns: Adjust column widths as needed
- Editable cells: Inline editing capabilities
- Responsive design: Adapts to different screen sizes
- Health status badges: Color-coded status indicators
- Currency formatting: Automatic dollar sign formatting
- Date formatting: Consistent date display
- Type capitalization: Proper case formatting for customer types
Powerful filtering capabilities to quickly locate specific customers:
- All Types: View all customers regardless of type
- VIP: Filter to premium customers only
- Regular: Filter to standard customers only
- New: Filter to recently acquired customers only
- All Statuses: View all customers regardless of health
- Healthy: Customers in good standing
- Needs Attention: Customers requiring engagement
- At Risk: Customers at risk of churn
- Real-time filtering: Results update immediately
- Reset functionality: Clear all applied filters
- Multiple filters: Combine type and health status filters
- Visual feedback: Clear indication of active filters
Comprehensive action toolbar for managing your customer base:
- View Customer: Open detailed customer view in overlay
- Create Customer: Add new customers with form modal
- Edit Customer: Modify existing customer information
- Delete Customer: Remove customers with confirmation dialog
- Refresh Customers: Reload customer data from server
- Expand/Collapse Overview: Toggle summary cards visibility
- Context-sensitive actions: Actions appear when customers are selected
- Selection count: Shows number of selected customers
- Quick access: Immediate access to common actions
- Visual feedback: Clear indication of available actions
- Selection-dependent: Most actions require customer selection
- Confirmation dialogs: Destructive actions show confirmation
- Error handling: Graceful error display and recovery
- Success feedback: Toast notifications for completed actions
Track customer performance and health metrics:
- Health distribution: Visual breakdown of customer health status
- Risk assessment: Identify customers requiring attention
- Trend analysis: Monitor health status changes over time
- Proactive alerts: Early warning system for at-risk customers
- Contract value tracking: Monitor total contract values
- Lifetime value analysis: Understand customer profitability
- Purchase patterns: Analyze buying behavior
- Revenue forecasting: Predict future revenue streams
- VIP concentration: Monitor premium customer distribution
- New customer acquisition: Track recent customer additions
- Customer segmentation: Understand customer type distribution
- Service level optimization: Optimize based on customer types
- Industry distribution: Understand customer sector breakdown
- Sector performance: Compare performance across industries
- Market penetration: Analyze industry-specific success
- Target market identification: Identify growth opportunities
Complete customer lifecycle management capabilities:
- Comprehensive form: Detailed customer information capture
- Company association: Link customers to existing companies
- Account manager assignment: Assign responsible personnel
- Health status setting: Initial health classification
- Contract information: Capture contract details and values
- Inline editing: Quick edits directly in the grid
- Modal editing: Comprehensive editing in dedicated modal
- Field validation: Ensure data integrity
- Change tracking: Monitor customer information updates
- Audit trail: Track all customer modifications
- Detailed overlay: Full customer information display
- Responsive design: Works on all device sizes
- Quick access: Direct navigation to customer details
- Context preservation: Maintain current view state
- Confirmation required: Prevent accidental deletions
- Cascade handling: Manage related data appropriately
- Data preservation: Handle associated records
- Clean removal: Complete customer cleanup
- Real-time updates: Refresh data to see latest changes
- Error handling: Graceful error display and recovery
- Loading states: Visual feedback during data operations
- Pagination: Handle large customer datasets efficiently
- Responsive design: Works on desktop and mobile devices
- Dark mode support: Compatible with dark/light themes
- Keyboard navigation: Full keyboard accessibility
- Tooltips: Helpful hints for all action buttons
- Toast notifications: User feedback for all operations
- Store integration: Uses Pinia store for state management
- Company integration: Links customers to company records
- Assignee integration: Connects to user management system
- API integration: RESTful API communication
- Grid API access: Programmatic grid control
- Selection management: Advanced row selection handling
- Floating actions: Context-sensitive action bars
- Overlay system: Modal and overlay management
- Health Monitoring: Regularly review customer health status to identify at-risk customers early
- VIP Management: Pay special attention to VIP customers as they represent significant revenue
- Contract Tracking: Monitor contract end dates to ensure timely renewals
- Industry Analysis: Use industry distribution data to identify growth opportunities
- Account Manager Assignment: Ensure proper account manager coverage for all customers
- Purchase Pattern Analysis: Monitor buying patterns to identify upsell opportunities
- Ticket Correlation: Correlate ticket counts with customer health to identify service issues
- Lifetime Value Optimization: Focus on increasing lifetime value through better service and engagement
- Click "Create Customer" from the action toolbar
- Fill out the comprehensive customer form
- Select associated company and account manager
- Set initial health status and customer type
- Enter contract details and financial information
- Save to add customer to the system
- Customer appears in the grid immediately
- Review health status distribution in summary cards
- Filter by "At Risk" status to identify problematic customers
- Select customers requiring attention
- Use edit functionality to update health status
- Assign appropriate account managers
- Monitor improvements over time
- Review summary cards for overall metrics
- Check VIP customer percentage and distribution
- Analyze contract values and lifetime values
- Monitor industry distribution for market insights
- Use filtering to drill down into specific segments
- Export data for further analysis
- Track new customer acquisition through type filters
- Monitor customer progression from new to regular to VIP
- Identify customers at risk of churn
- Implement retention strategies for at-risk customers
- Optimize service delivery based on customer type
- Continuously improve customer health scores
By effectively leveraging the Customer Management module, you can maintain strong customer relationships, identify growth opportunities, and prevent customer churn. The comprehensive analytics and health monitoring ensure you can proactively manage your customer base and maximize customer lifetime value.