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One customer.
The whole story.

Account, addresses, orders, points, consents, cart and conversations on one record in the panel. Torveo works out from your data when a customer will return, and when they don't, it reminds them by e-mail, push or SMS.

09:41Anna B. placed order 1042-004217 · 248.00 zł09:38guest became a customer · Google login09:36cart 312.00 zł abandoned for 1 day · e-mail sent09:30Luca F. converted 200 pts into a 20 zł coupon09:22Anna N. · marketing consent · Lider shop09:15Tomas L. rated the order 5/5 · Opineo invitation
01

One customer's journey

  1. 01day 0

    A guest browses

    Product, category, search and cart land on the timeline. The guest session is stitched to the account after login.

  2. 02day 0

    Account or record

    GoogleFacebookLinkedIn

    Sign-up, Google, Facebook or LinkedIn login, or a purchase without an account: the guest still has a record in the panel.

  3. 03day 0

    Order and consent

    Order 1042-004217, points credited, terms recorded with version, date and IP address.

  4. 04day 1

    Torveo forecasts the return

    torveo.

    The median gap between the customer's purchases gives an expected return date and churn risk. No AI, from your data.

  5. 05day 35

    Reminder

    SMSAPI

    The customer is late to return or left a cart: e-mail, push or SMS after 1, 3 and 7 days, at 9:00, only with consent.

  6. 06day 41

    Returns with a coupon

    Opineo

    Points converted into a discount code in the account, a review after delivery, an invitation for a friend from the referral link.

1customer recordorders, points, consents, cart, conversations and notes in one view
9event typeson the timeline: from search to order, with the guest session
3recovery channelse-mail, push and SMS after 1, 3 and 7 days, with a control group
43message templateseach editable in the panel, with versions and a preview
02 · customer record

Everything about the customer on one record.

No digging through three tabs and a spreadsheet. The record in the panel is designed around the question "who is this and what do we do with them".

  • 01Everything the customer did and everything you promised them, on one record: orders, returns, complaints, reviews, chat conversations, tickets.
  • 02A return forecast computed from their own rhythm, not the shop's average. A late customer joins the campaign list by themselves.
  • 03Consent to the terms with version, date and IP address. Anonymisation and data export done by the customer in the account.
orders · returns · complaints · reviews · chat · tickets
and when the customer has no account
jan.b@poczta.plguest record
2 orders without an account · 1042-004102, 1042-003877 · 412.00 zł · Rotterdam
Once the e-mail is confirmed, both orders attach to the account.Invite to an account
03

The three everyone asks about

abandoned carts

The cart comes back by itself.

A cart idle for a day enters the cadence: e-mail, push or SMS after 1, 3 and 7 days, sent at 9:00 in your time zone. The recovery link expires after 14 days, and the report compares the result with a control group.

  • 01Sent only to customers with consent or with an address left at checkout.
  • 02You set the cart value threshold and the monthly SMS limit in the panel.
  • 03Effectiveness measured against a control group, not wishful thinking.
segments

A segment is a sentence, not a spreadsheet.

Four conditions you read like a sentence: how much they spent, how many times they bought, when last, and which tag they carry. Plus RFM recalculated nightly and forecasts: customers late to return join campaigns by themselves.

  • 01Membership computed live, a counter with the date of the last recalculation.
  • 02A segment is instantly an audience for the newsletter and SMS campaigns.
  • 03A behavioural segment (viewed, searched, didn't buy) exports to CSV.
loyalty

Points the customer turns into a coupon alone.

A point per złoty, bonus rules for a review or a third order in a month, tiers with thresholds. The customer converts points into a discount code in the account, with no e-mail to support. A referral gives points to both sides.

  • 01A per-order points cap and the share of an order payable with points.
  • 02Points expire after N days; the customer sees the date in the account.
  • 03Gift cards with a PIN redeemed in the cart, next to points.
04

Communication

One message. Three ways to the customer.

43 e-mail templates editable in the panel, with versions and a list of allowed variables. SMS from your SMSAPI account, push in the browser, live chat and tickets with history on the customer record. The customer sees everything in one account.

contacts and consents
contacts and consents
contact
contact
SMS and codes
reviews
Full list of integrations →
05consents and GDPR

The customer rules their own data.

Export, anonymisation and a review of consents in the customer account, with no e-mail to support. You set retention once, and deleting an account carries through: to orders, events and marketing tools.

  • account / privacydata export: profile, addresses, orders
  • account / privacyaccount anonymisation, orders remain without data
  • account / termsversion, date and IP of every acceptance
  • newsletterdouble opt-in, unsubscribe with one link
  • panel / retentionmessages and logs cleared after a set time
  • Mailchimp, GetResponsecontact removed together with the account
IP in events masked · consents per shop
data export · responseJSON
GET /api/store/gdpr/exportAuthorization: Bearer <customer token> {  "customer": { "email": "marta@…", "created_at": "2026-03-12" },  "consents": {    "terms": { "version": "v3", "accepted_at": "2026-03-12", "ip": "89.64.2.17" },    "marketing": { "granted": true, "source": "registration" }  },  "addresses": [ { "city": "Rotterdam", "type": "shipping" } ],  "orders": [ { "number": "1042-004217", "total": 248.00 } ]}
06 · all features

Everything a customer account can do.

68 features in 9 groups, each working in the panel today. Hover over a name to see what it does.

Account and login

8
  • Sign-up and login

    Attempt limits, captcha and an address blacklist. Password strength scored as you type.

  • Google, Facebook and LinkedIn loginGoogleFacebookLinkedIn

    The shop's own keys, a button in the theme's colours.

  • SMS code at login

    A one-time SMSAPI code instead of a password, when the customer prefers it.

  • Guest checkout with a customer record

    Guests get a record in the panel. Once the e-mail is confirmed, their orders attach to the account.

  • Account invitation from the panel

    One click on a guest record; the customer receives a link and sets a password.

  • Password reset and e-mail verification

    Messages in the shop's template, links lead to your shop, not to Torveo.

  • One account across shops

    Or a separate account per shop. Consents and reviews counted per brand.

  • Switching business accounts

    A wholesaler's employee switches between companies without logging out.

Customer record in the panel

10
  • Address book

    Shipping and billing addresses, one default, enforced in the database.

  • Invoice profiles with multiple VAT IDs

    Company data from the registry by VAT ID, EU VAT checked in VIES with proof of consultation.

  • Internal notes

    Visible only to staff. Who wrote it and when.

  • Custom fields

    Your own fields on the record: ERP customer number, favourite carrier, anything.

  • Tags

    Manual labels with a colour. A tag can be a segment condition.

  • Groups with discount and price list

    Discount percentage, default price list and catalogue mode per group. Bulk assignment from the list.

  • Individual prices

    A per-product price for one customer, above the group price list.

  • Blacklist

    E-mail, phone, IP or account. Full block or cash-on-delivery only for customers who don't collect parcels.

  • Customer map

    Addresses on a map, for route planning and regional shipping.

  • Saved list views

    Filters, columns and sorting saved under a name, per employee.

Segments and forecasts

6
  • Rule-based segments

    Spent at least, orders at least, last purchase within days, tag. Membership computed live.

  • Nightly RFM

    Recency, frequency and value of every customer recalculated daily at 3:40.

  • Behavioural segments

    From the timeline: viewed a category, searched, added to cart and didn't buy. Result to CSV.

  • Return forecast and churn risk

    Median gap between a customer's purchases. Statistics from your data, no AI and no cloud.

  • Event timelinewith customer consent

    Login, product, category, search, cart, order. A guest session stitched to the account after login.

  • Lookalike customers

    An audience similar to your best customers.

Loyalty and referrals

9
  • Points for purchases

    Points per złoty, bonus rules, a per-order cap, expiry after N days.

  • Points to coupon

    The customer converts points into a discount code in the account. You set the rate and thresholds.

  • Points at checkout

    Part of the order paid with points, with a percentage and amount limit.

  • Rewards catalogue

    Rewards for points, claimed in the account, with redemption history.

  • Customer tiers

    Entry thresholds and a status in the account. The tier shows on the record in the panel.

  • Challenges

    Third order in a month, a review, a completed profile, first order from the app.

  • Loyalty cards

    Virtual and physical, with a code and a status: active, blocked, lost.

  • Referral programme

    A referral link in the account. Points for both sides after the first order is paid.

  • Gift cards

    Single- and multi-purpose, with a PIN and a currency, redeemed in the cart.

Recovery and watching

8
  • Abandoned cartswith customer consent

    After 1, 3 and 7 days: e-mail, push or SMS at 9:00. A monthly SMS limit and a cart value threshold.

  • Recovery report with a control group

    Some carts get no message, so you see the real effect, not a coincidence.

  • Price alert

    The customer watches a price and gets an e-mail when it drops.

  • Back-in-stock notification

    Sign-up on the product page, an e-mail once it's back.

  • Saved searches

    A saved query, a notification about a new match.

  • Wishlist and recently viewed

    Favourites in the account, recently viewed on the shop's home page.

  • Reorder

    The whole previous order returns to the cart in one click.

  • Saved carts and shopping lists

    A cart for later, a list for recurring orders, a cart to share by link.

Reviews and surveys

7
  • Product reviews

    Moderation, pros and cons, a verified purchase badge, a seller reply.

  • Shop reviews

    A separate shop rating with a reply from staff.

  • Order rating

    Delivery, communication, accuracy of the description. Visible on the customer record.

  • Product questions

    A question on the product page, an answer by e-mail and on the site.

  • Review invitation after delivery

    An e-mail after dispatch, with the list of purchased products.

  • OpineoOpineo

    A shop review invitation sent through the Opineo API after an order.

  • Surveys and NPS

    Questions after purchase, audience rules, results in the panel.

Communication

8
  • 43 e-mail templates

    From order confirmation to a B2B payment reminder. Versions, activation, a list of allowed variables.

  • SMSSMSAPI

    Order status, login code, campaigns. Your own SMSAPI account.

  • Web push

    Browser notifications, including abandoned carts.

  • Live chat

    A conversation on the shop site, history in the customer's account and on the record in the panel.

  • Tickets

    Tickets with a status and a message thread, on the customer's and staff's side.

  • Announcements to logged-in customers

    A notice in the customer account, with a read counter.

  • Newsletter

    Double opt-in, a welcome coupon, campaigns with a schedule and an audience segment.

  • E-mail inbox in CRM

    An IMAP account connected to the panel, correspondence next to the customer.

Sales CRM

6
  • Leads with scoringhigher plan

    Scoring and automatic assignment to a salesperson.

  • Companies and contact personshigher plan

    A company with many people, CSV import and export.

  • Taskshigher plan

    Deadline, assignment, overdue notification.

  • Pipeline and weighted forecasthigher plan

    A board of sales opportunities, value weighted by stage, deal age.

  • Calendar with Google and Outlookhigher plan

    Meetings synced both ways.

  • Automations and audithigher plan

    "When a lead changes stage" rules and a log of who, what, when.

Consents and GDPR

6
  • Terms with version, date and IP

    Every acceptance recorded. The customer sees theirs in the account.

  • Marketing consent per shop

    A separate consent for every brand, with source and date.

  • Data export on request

    Profile, addresses and orders as JSON, from the customer account.

  • Account anonymisation

    The customer deletes the account alone. Orders remain without personal data.

  • Data retention

    Messages, bounces and dispatch logs cleared after a set time.

  • Forgetting in marketing tools

    Deleting the account also removes the contact from Mailchimp and GetResponse.

Integrations with external tools and legal compliance have their own pages. These are the features of Torveo itself.

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