Guide
nearvise CRM
Know your regulars.
nearvise CRM builds your customer book for you from what your business already does in nearvise — no data entry needed. It’s for owners only; staff never see it.
Step by step
Getting started
- 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.
Know your way around
Icons you’ll see in the app
Customers
Your whole customer book, searchable by name, phone or email.
Reports
Thirteen reports on who buys, when and how.
Account
Deposits, staff, timesheets, waitlist and tip payouts.
No texts
This customer has asked not to be texted.
Next
When you’re ready for more
- Add customers
- By hand or from your phone’s contacts — only the contacts you pick are saved.
- Run the shop from here
- The Account tab opens Deposits, Staff, Timesheet, Waitlist and Tip payouts.
Other guides
nearvise Payments
nearvise InvoiceGet 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.
