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CRM

Last updated on Jun 14, 2026

CRM

Aggregate metrics tell you the shape of your business; the CRM lets you zoom into any individual merchant. Open it from CRM in the sidebar — it's your operational layer over the revenue data: look up a specific shop, understand a customer's subscription history, review their transactions, and find segments worth reaching out to.

Prerequisite

The CRM requires your Partner API to be connected and synced.

The merchant list

The main table shows every merchant who has ever installed your app, along with their current status:

Column Description
Shop Store name and Shopify domain
Status Active, Trial, Cancelled
Plan Current subscription tier
MRR Monthly recurring revenue from this merchant
Country Store location
Installed Date of first installation

Click any row to open the full merchant profile.

Sorting and filtering

  • Sort by any column header — most useful for sorting by MRR to find your highest-value customers.
  • Filter by status — Active (paying), Trial, Cancelled, or All.
  • Filter by plan — isolate merchants on a specific tier.
  • Search — type to search by shop name, domain, or email. Results update as you type.

Merchant profile

Click a row to open the profile for that merchant.

Header

The profile header shows the shop name, current status badge, contact email (if available), and how long they've been a customer.

Key metrics cards

Card What it shows
Current MRR Monthly revenue from this merchant at this moment
Lifetime revenue Sum of all successful transaction amounts
Days as customer Duration from first paid subscription to today
Current plan Active subscription tier

Subscription timeline

A visual timeline of every subscription lifecycle event for this merchant: installation, trial start and end, plan activations, upgrades, downgrades, pauses, cancellations, and reactivations. Click any event for its details.

Use this timeline when a merchant contacts support — it gives you the full picture of their relationship with your app without having to cross-reference the Partner Dashboard.

Transaction history

A complete payment record showing:

  • Transaction date
  • Amount charged (gross)
  • Payment status
  • Plan name at time of charge

Sort by date or amount. Filter by payment status to spot failed or pending transactions.

Finding specific segments

Because the CRM draws on the same Partner data as the Revenue hub, you can combine it with those views to build targeted lists:

  • High-LTV merchants at churn risk — Cross-reference Churn cohort list with high-MRR merchants in the CRM.
  • Trial merchants close to converting — Use Trials with the Active filter, then look up specific merchants here.
  • Recently cancelled merchants for win-back — Set status filter to Cancelled and sort by MRR descending to find the highest-value churned shops.

Exporting customer data

Use the export button above the table to download the current filtered view as CSV. Useful for importing into an email tool for targeted outreach, or for custom analysis in a spreadsheet.

⚠️ Ranksy does not send email directly to merchants. Export the list and use your preferred email platform.

FAQ

Q: A merchant is missing from the list. Why? A: Check whether a filter is hiding them (status, plan, search). If you're certain they should appear, wait for the next daily sync or trigger a manual re-sync in Settings → Integrations.

Q: Can I add notes to a merchant profile? A: Not currently. This is on the roadmap.

Q: Why is the email address missing for some merchants? A: Email is provided by the Partner API only for merchants who've consented to share it. Not all merchants grant this permission.

Q: What's included in "lifetime revenue"? A: The sum of all successful transaction amounts from the Partner API for that merchant. It reflects gross amounts before Shopify's fee.

Q: How do I find which merchants are on an old plan I want to retire? A: Use the Plan filter in the merchant list, or search for the plan name. The results show all active subscribers on that plan.

Next steps