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.
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
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
Recently shipped
Subscriptions
11 Sep 2026
Require a reason for team cancels and pauses
Read the release →
Subscriptions
18 Aug 2026
Review and merge related accounts
Read the release →
Orders
11 Aug 2026
Ship one product without changing the schedule
Read the release →
Subscriptions
4 Aug 2026
Stop a subscription without counting it as churn
Read the release →
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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?