Introduction
Devdraft’s Customer Management feature is your central hub for tracking customer activity who’s buying, how often, and how much they’re spending. It gives you visibility into every relationship and helps you segment and engage your buyers more effectively.
What is Customer Management?
The Customers section provides a unified view of all your buyers, along with key metrics including:
Total Customers
Active Customers
Blacklisted Customers
You'll be able to:
View detailed purchase history
Analyze spending patterns
Manage customer relationships across their lifecycle
Accessing the Customer Dashboard
To get started:
From the left sidebar, click on Customers.
You’ll be taken to the customer dashboard with an overview of insights and engagement metrics.
Adding a New Customer
To manually add a customer:
Click Add Customer in the top-right corner.
Fill in the required fields:
First Name
Last Name
Email
Phone Number
Choose a Customer Type:
Individual
Startup
Small Business
Medium Business
Enterprise
Non-Profit
Click Add Customer to save.
Classifying customers by type allows you to group and target them more effectively for marketing, outreach, or reporting.
Customer Profiles and Management
Once a customer is added, you can:
View their profile page
Track their purchase history
See total spend and transaction frequency
Generate payment links directly from their profile
You can also edit customer details or update their status (active, blacklisted, etc.) directly from the customer list.
Use Cases
DevDraft’s customer tools are ideal for businesses that want to:
Build and maintain long-term customer relationships
Track repeat buyers and loyalty
Segment customers by size or type
Prepare for targeted marketing campaigns
Automate invoicing and payment workflows (covered in future guides)