nearvise CRM
Know your regulars — without typing a thing.
nearvise CRM builds your customer book from what your business already does in nearvise: register sales, website orders, invoices and waitlist visits.
Features
What nearvise CRM does
One book for everyone
In-store, online, invoiced and waitlist customers, matched by phone or email.
Groups that update themselves
VIP, New, Regular, At risk, Lapsed and No visits yet.
The whole story
What each customer spends by channel, and every sale, order and invoice.
Private notes & tags
Remember the usual order or a birthday; only you see them.
13 reports
Online vs store, new vs returning, top customers, lapsed, busy times and more.
Add from contacts
Only the contacts you pick are saved — nothing else is read.
Export when you need it
Ask for your customer list and it arrives as a spreadsheet by email.
Owners only
Staff never see your customer book or its reports.
Getting started
Up and running in a few steps
- 1
Sign in with your business account
Use the same account as Payments or Invoice. Your customers are already there.
- 2
See everyone in one place
Each customer combines register sales, website orders, invoices and waitlist visits, matched by phone or email.
- 3
Filter by group
VIP, New, Regular, At risk, Lapsed or No visits yet — and by in store, online or invoiced.
- 4
Open a customer
Their contact details, what they spend by channel, every sale and invoice, plus your private notes and tags.
- 5
Check the reports
Online vs store, new vs returning, top customers, lapsed, busy times, best sellers and more.
- 6
Export when you need it
Ask for the full list and it’s emailed to you as a spreadsheet.
Made for
Who uses it
Selling in person too? nearvise Payments uses the same account.
Get nearvise CRM
Every customer in one book — in-store sales, website orders, invoices and waitlist visits — grouped into New, Regular, At risk and Lapsed, with notes, tags and reports.