Customers & CRM

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.

The Idea

A review on its own is just a comment from a stranger. The same review next to that person's order history is a conversation you can actually have. The Dinopix CRM exists to give every reply that context.

The Four Records

  • Contacts: individual people, deduplicated by email address
  • Companies: businesses those people belong to, with orders rolled up across every contact
  • Orders: what someone bought, when, for how much and at which location
  • Cases: enquiries and issues with their own lifecycle (New → In progress → Resolved → Closed)

Where the Data Comes From

Contacts and orders arrive automatically from your connected Shopify or WooCommerce store, from website forms, from a CSV import, or you can add them by hand.

Linking Reviews to People

When a review or message arrives, Dinopix looks for a matching contact by email or name. Linked feedback appears on the contact's activity timeline, so you can see that the person leaving a two-star review has spent $400 with you over six months, before you write back.

Which Plans Include It

The CRM is available on Growth and above. Automated review requests and NPS surveys are a separate add-on, bundled free on Scale, Agency and Enterprise.

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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.

Contacts & Companies

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

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.