Customer Management

Customer Management (CRM) gives you complete visibility into your merchants, their subscriptions, and transaction history - all synced from your Shopify Partner API.

Prerequisites

Before using Customer Management, you need:

1. Partner API Connected - Connect your Shopify Partner API
2. Initial Sync Complete - Wait for customer data to sync

If you haven't set this up yet, see Connect Partner API.

Accessing Customer Management

1. Go to My Apps and select your app
2. Click Customers in the sidebar navigation
3. Your customer database will load

Customer Database

Master Customer List

The main table shows all your customers with:

Table Features

• Sort: Click any column header
• Paginate: Navigate through pages
• Search: Find specific customers
• Click: View full customer profile

Filtering Customers

Filter Options

By Status

• Active customers (paying)
• Trial users
• Churned/cancelled
• All statuses

By Plan

• Select specific plan tiers
• Free vs paid
• Enterprise accounts

By Country

• Geographic filtering
• Regional analysis

By MRR Range

• Minimum MRR threshold
• Maximum MRR threshold
• Find high-value customers

By Date

• Install date range
• Last activity range

Combining Filters

Apply multiple filters to create segments:

• "Active customers on Pro plan in US"
• "Trial users installed this week"
• "Churned customers with MRR > $50"

Searching Customers

Real-time Search

Type to search across:

• Shop name
• Domain
• Email address

Results appear as you type with debounced performance.

Quick Lookup

Use search for:

• Finding a specific customer
• Looking up by domain
• Searching by email

Customer Profiles

Accessing a Profile

Click any customer row to open their full profile.

Profile Header

• Shop name and logo
• Current status badge
• Contact information
• Customer since date

Key Metrics Cards

• Current MRR: Monthly revenue from this customer
• Lifetime Value: Total revenue ever
• Days as Customer: Subscription duration
• Current Plan: Active subscription tier

Subscription Timeline

Visual timeline showing:

• Initial installation
• Trial start/end dates
• Plan activations
• Upgrades and downgrades
• Pauses or cancellations
• Reactivations

Click any event for details.

Transaction History

Complete payment record:

• Transaction date
• Amount charged
• Payment status
• Invoice links (when available)

Sort by date or amount, filter by status.

MRR Chart

Line chart showing:

• MRR changes over time
• Annotations for plan changes
• Visual indicators for upgrades/downgrades

Customer Segments

Pre-built Segments

VIP Customers

• High MRR (top 20%)
• Long tenure (>6 months)
• High engagement

At-Risk Customers

• Decreasing activity
• Failed payments
• Low engagement signals

Growth Prospects

• Mid-tier plans
• High engagement
• Upgrade potential

New Customers

• Recent installs (<30 days)
• Onboarding phase

Using Segments

Segments help you:

• Target communications
• Create custom offers
• Plan retention campaigns
• Identify upsell opportunities

Customer Analytics

Acquisition Metrics

• New customers today
• New customers this week
• Customer growth rate
• Acquisition trends

Retention Metrics

• Active customer count
• Retention rate
• Average lifetime
• Reactivation rate

Revenue Metrics

• Total MRR from customers
• Average MRR per customer
• Revenue retention rate
• Expansion revenue

Best Practices

Daily Tasks

• Check for new customers
• Review payment failures
• Monitor at-risk alerts

Weekly Tasks

• Customer health review
• Segment analysis
• Outreach planning

Monthly Tasks

• Cohort analysis
• Retention initiatives
• Expansion opportunities
• Win-back campaigns

Customer Success Tips

Do

• Review customer list weekly
• Proactively reach out to at-risk customers
• Celebrate customer milestones
• Segment for personalization
• Track customer feedback

Don't

• Ignore churn signals
• Treat all customers equally
• Only react to problems
• Miss payment failures
• Neglect long-term customers

Exporting Data

Export Options

Export customer data for:

• External CRM import
• Email marketing lists
• Custom analysis
• Reporting

Export Formats

• CSV download
• Filtered exports (current view)
• Full database export

FAQ

Q: How often does customer data sync? A: Daily automatic syncs. Manual sync available in Settings.

Q: Can I add notes to customers? A: Customer notes are on our roadmap. Currently, view-only.

Q: Why is a customer missing? A: Check if they're filtered out. Otherwise, wait for next sync.

Q: Can I email customers from Ranksy? A: Not directly. Export emails for your email marketing tool.

Q: How is lifetime value calculated? A: Sum of all successful transactions from this customer.

Q: Can I track customer health scores? A: Health indicators are shown based on activity and payment patterns.

Want to reduce churn? Use customer insights with Revenue Dashboard to identify patterns and improve retention.