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Customer Records

Every Customer, Order and Booking on One Record

Your store, bookings and inbox already know your customers. Darvix CRM puts it all on one profile, so you can see who they are, what they bought and what you last talked about — without copying anything between tools.

1Profile per CustomerStore, bookings and chat
AutoKept Up to DateNew orders and chats add themselves
CSVBring Your ListImport existing customers
0Extra ToolsBuilt into your workspace
Core Capabilities

Engineered for high performance

Everything you need to automate, scale, and convert customers effortlessly.

Customers

One Profile per Customer

Shoppers, people who book and people who message you land on the same record instead of three separate lists.

Timeline

Activity Timeline

Orders, bookings and conversations in date order, so you know the whole story before you reply.

Organise

Tags & Custom Fields

Group customers your way — VIP, wholesale, birthday month — and add the fields your business actually needs.

Import

CSV Import

Upload the customer list you already have, with tags applied on the way in.

Deals

Deals Pipeline

Drag leads through your own stages from first message to won or lost.

Consent

Contact Preferences

See at a glance who's subscribed, who unsubscribed and whose email bounced — and campaigns respect it automatically.

Overview

Customer Overview

New customers, conversations and trends for the period, on one dashboard.

Built In

Connected to Everything

The same records power your inbox, your campaigns and Jenny, your AI customer service rep.

Questions & Answers

Frequently Asked Questions

Everything you need to know about the platform and setup process.

Do I have to enter customers by hand?

No. Customers from your store, bookings and inbox are added automatically. You can also import a CSV of the customers you already have.

Can I use it to send campaigns?

Yes. Pick customers by tag or custom field and send them an email or WhatsApp campaign. Unsubscribed and bounced contacts are skipped for you.

Is it a separate product?

No. The CRM is part of your Darvix workspace, alongside your website, store, bookings and inbox.

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