Customer Management CRM

Build lasting relationships and know your customers better

Included in all plans

Why You'll Love It

Customer Database

Every customer profile in one place — contact info, booking history, spend totals, and communication preferences.

Smart Segmentation

Auto-segment customers into groups: new, returning, VIP, at-risk, and inactive — based on real behavior.

Notes & Tags

Add internal notes and custom tags to any customer. Track preferences, vehicle details, or special instructions.

Lead Pipeline

Track leads from first contact to paying customer. See where prospects are in your funnel and follow up at the right time.

CSV Import

Already have customer data? Import it from a spreadsheet in seconds. Map columns and go.

Customer Portal

Give customers their own portal to view booking history, upcoming appointments, and manage their preferences.

How It Works

1

Every Customer, One Place

MinerOp automatically builds customer profiles from bookings, contact forms, and payment records.

  • Auto-created from first booking or contact form
  • Booking history with dates, services, and amounts
  • Lifetime spend and average ticket calculated automatically
  • Communication preferences (email, SMS opt-in/out)

Screenshot coming soon

2

Segments That Update Themselves

Customer segments are computed automatically based on booking frequency, spend, and recency.

  • VIP: 5+ bookings or $1,000+ total spend
  • At-risk: Last visit 90+ days ago
  • Inactive: Last visit 180+ days ago
  • New: First booking in last 30 days

Screenshot coming soon

3

Take Action on Insights

Use segments and tags to target your marketing and follow-ups where they matter most.

  • Filter customers by segment, tag, or source
  • Export customer lists as CSV for email campaigns
  • Activity timeline shows full interaction history
  • CCPA-compliant data deletion for privacy requests

Screenshot coming soon

Ready to Get Started?

Join hundreds of small businesses using MinerOp to streamline their operations and grow faster.