CRM

Know every subscriber, and how they’re doing.

Every order, payment, message and change lives on one record, with a health signal that shows who’s doing well and who’s drifting. Your team steps in before they cancel.

Health · Noor Bakker

Drifting

Paid on time

11 of 11 invoices

Opens every email

Last on 26 Oct

Skipped 2 of the last 3

2 Oct and 30 Oct

Next order

27 Nov · Filter 250 g

Noor Bakker

Marlo coffee plan (demo) · since 3 Mar 2026

NB

Noor Bakker

Active

Marlo (demo) · since Mar 2026

Message

Edit

Signed up

3 Mar 2026 · checkout

Welcome email opened

3 Mar 2026

Paid € 24.00

21 Sep 2026 · iDEAL

Skipped an order

2 Oct 2026 · in the portal

Skipped an order

30 Oct 2026 · in the portal

Next step: offer a swap

Filter 250 g fits her plan

Needs your OK

Expires in 2 h

Offer Noor a swap

She skipped 2 of her last 3 orders. Filter 250 g fits her plan.

Approve

Decline

Swap accepted

Next order 27 Nov

Brands like these keep every subscriber relationship in Firmhouse.

Everything between you and your customer.

One record holds the whole relationship: how they buy, how they pay, what they told you and how they’re doing.

01

See how they’re doing

Skips, failed payments, pauses and plan changes add up to one picture of each subscriber. See who’s drifting before they cancel, and who’s doing well.

Skips, pauses and payments on every record

Saved views for drifting subscribers

Health signal per subscriber, coming soon

Noor Bakker · Marlo

Drifting

Orders

11 delivered

Skipped

2 of the last 3

Payments

On time, 11 of 11

Last email

Opened 26 Oct

Plan

Espresso club, every 4 weeks

Customer since

March 2026

Timeline · Noor Bakker

Order 11 delivered

19 Oct · Espresso 500 g

Invoice paid

18 Oct · € 24.00 · iDEAL

Skip reminder opened

14 Oct · email

Swap offered

28 Oct · by Sam, support

Note · Sam, support

Done

Reason

Wants a lighter roast

Next step

Swap to Filter 250 g

02

Keep every touch on one timeline

Orders, invoices, messages, returns and every change your team made sit on one record. Find anyone with Cmd-K and pick up where the last person left off.

One timeline per customer

Cmd-K search across customers and orders

A required reason for every cancel or pause

03

Act on a whole group

Pick a saved view and change the plan, product or next date for everyone in it. You review the change first, and nothing runs until someone approves it.

Bulk changes across a saved view

Review before anything runs

CSV import and export

Bulk change · Filter coffee

Needs review

Subscriptions

2,140

Change

Swap to Filter 250 g

From

Next order, 4 Nov

Customers told

By email

Skips and pauses

Kept

Reviewer

Eva, operations

Approved by Eva

Runs on 2,140 subscriptions, 4 Nov

Every relationship has its moments.

Follow Noor through five months with Marlo. Her record shows what happened, how she’s doing and what your team did next. Marlo is a demo brand.

Healthy

Skipping

Payment failed

Paused

Back on track

Noor Bakker · Marlo

Healthy

Order 9 delivered

24 Aug · Espresso 500 g

Invoice paid

23 Aug · € 24.00 · iDEAL

Order 10 delivered

21 Sep · Espresso 500 g

Order 11

Ships 19 Oct

How she’s doing

Ten orders in a row, paid on time. Nothing for your team to do.

Next order ships 19 Oct

Espresso 500 g

What CRM includes

Subscriber health signal per customer

Coming

One timeline of orders, invoices, messages and changes

Cmd-K search across customers, subscriptions and orders

Filters and saved views, with CSV export

Bulk changes with review

Merge candidates for duplicate accounts

Stopped status that doesn’t count as churn

A required reason when your team cancels or pauses

Returns with labels and reminders

CSV import and migration, payment details included

Privacy removal and anonymisation

Test as customer

Questions about CRM

Questions about CRM

Questions about CRM

What is subscriber health?

Can I move subscribers from Recharge without losing mandates?

What happens with duplicate accounts?

How do you handle personal data?

Can my team create a subscription by hand?

Can I see what the customer sees?

Who changed what?

Start selling on repeat, or talk to us about your setup

Pricing that grows with you

Plans for every stage of repeat commerce. No lock-in.