Customers & CRM

Contacts & Companies

How people and businesses are stored, deduplicated by email, linked to each other, and found again when you need them.

One Contact Per Person

Contacts are deduplicated by email address. If the same customer orders through Shopify, fills in your contact form and later leaves a Google review, they stay a single contact with one combined history, not three records.

Multiple Emails and Phone Numbers

People change addresses and order from work as well as home. A contact can hold several emails and phone numbers, with one marked primary. Any of them will match on future syncs, so a customer using a second address doesn't create a duplicate.

Companies

Where a contact has a company on their billing address, Dinopix creates or matches a company record and links them. The company page rolls up every contact, order and case for that business, which is useful for wholesale and B2B customers where several people order under one account.

You can also link a contact to a company manually from the contact page.

Owners

Each contact and company can have an owner: the teammate responsible for the relationship. Filter the Customers list by owner to see just yours.

Finding People

The Customers list supports search, sorting on any column, saved views and filters for source, owner, tags and whether the contact has orders. Columns are configurable and reorderable, and your layout is remembered per business.

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Contact support

More in Customers & CRM

Logging emails against a contact

Email a customer from Dinopix and keep a copy on their timeline automatically, using the BCC address unique to your business.

What the Customer CRM Does

How contacts, companies, orders and cases fit together, where the data comes from, and why it makes replying to reviews easier.

Orders & Purchase History

How orders reach a contact from your store or a CSV, what you can edit by hand, and how lifetime value is calculated.

Cases & Enquiries

Track an issue from first contact to resolved, keep the conversation and notes together, and turn an enquiry into an order.

Tasks, Assignment & My Work

Assign reviews, cases and follow-ups, set due dates, add watchers, and use mentions so that nothing quietly gets forgotten.

Importing Contacts & Orders from CSV

Bring existing customers, orders or enquiries in from a spreadsheet, and control how duplicates and locations are handled.

Merging Duplicate Contacts

Combine two records for the same person, choose which details survive the merge, and stop duplicates being created again.

My Work: Everything Assigned to You

One list of the cases, tasks, reviews, messages and mentions waiting on you, across every business you belong to.

Assigning Work and Watchers

Give an item an owner, add teammates who should follow it, and pull someone in with an @mention in a note.

Custom Fields

Add your own fields to contacts and companies, such as account number or lead source, then filter and report on them.

Record Types

Tick whether you track orders, jobs or enquiries, name them in your own words, and the rest of the app uses your wording.

Columns and Filters

Show the columns you care about, put them in the order you want, and narrow a long list down to the rows you need.