Purpose
Track and manage:- Product buyers
- Form submissions
- Customer information
- Purchase history
- Subscriptions
Accessing Website CRM
- Open your website in the editor
- Click the CRM tab
CRM Structure
Customers Tab
Left panel shows customer list:- Customer name/email
- Search input
- Add Customer button
Billing Tab
View all invoices for this website:- Invoice list
- Invoice details
- Payment status
Customer Details
When you select a customer:Info Section
- Name
- Company
- Notes
- Update/Delete buttons
Billing Summary
- Total Billed
- Outstanding
- Paid
Billing History
- Past invoices
- Payment status
- Actions (copy link, download, refund)
Subscriptions
- Active subscriptions
- Subscription management
Website CRM vs Workspace CRM
| Website CRM | Workspace CRM |
|---|---|
| Website customers | Agency clients |
| Product buyers | People you bill for services |
| In website editor | In workspace sidebar |
| Per-website | Workspace-wide |
Use Cases
E-commerce
Track customers who buy products:- Purchase history
- Subscription status
- Customer notes
Lead Generation
Manage form submissions:- Contact requests
- Quote inquiries
- Newsletter signups
Membership Sites
Track subscribers:- Active memberships
- Billing history
- Renewal dates