The CRM is at the heart of Aurelia Hub, enabling you to build deep, lasting relationships with your jewelry customers.
Accessing Customers
Navigate to CRM > Customers to view and manage all customer records.
Customer Profile Fields
Personal Information
- First Name / Last Name — Full name
- Email — Primary email address
- Phone — Phone number
- Date of Birth — For birthday greetings and marketing
- Gender — Customer gender
Address
- Address Line 1 / Address Line 2
- City / State / Postal Code / Country
Business Fields
- Customer Category — Tier (Regular, Silver, Gold, VIP)
- Primary Salesperson — Assigned staff member
- Status — Active, Inactive, VIP, Blocked
- Preferred Language — English or German
- Timezone — Customer timezone
Purchase History (Auto-calculated)
- Total Spent — Lifetime spending
- Total Orders — Lifetime order count
- Last Purchase At — Most recent purchase timestamp
Privacy and Consent (GDPR)
- Marketing Consent — Opt-in for marketing
- Data Processing Consent — Consent for data storage
- Consent Given At — Timestamp
- Consent IP Address — IP at time of consent
Tags
Flexible tagging via Spatie Tags — unlimited tags like VIP, Watch Collector, Custom Orders.
Customer Categories and Scoring
Categories define tiers with spending thresholds. The system can automatically suggest upgrades when total_spent exceeds the next tier threshold. The CustomerScore model tracks customer value metrics for data-driven segmentation.
Customer Media
- Avatar — Single profile photo (JPEG, PNG, WebP) with 150x150 thumbnail
- Documents — PDFs, images, Word, Excel files
Customer Relationships
The CustomerRelation model links customers together: spouse/partner, family, referrals.
Related Data
From a customer profile, access: Sales, Interactions, Notes, Appointments, Important Dates, Waiting Lists, Reminders, Measurements, Preferences, Account Payments, and Campaign Results.
Activity Logging
All changes are automatically logged via Spatie Activitylog for complete audit trails.