Features Features / Customers and CRM
One customer, the whole history
Account, addresses, orders, points, consents, cart and conversations on one card in the panel. Torveo calculates from your data when a customer will come back, and when they don't, it follows up by email, push or SMS.
Buying rhythm, Anna Berg
12 orders, median of intervals, no AI
Buying rhythm
every 34 days
Expected return
12.09.2026
Churn risk
low
Until the expected return 10 days. Torveo sends nothing, because Anna buys at her own pace.
One customer's journey
From the first visit to the return, without a spreadsheet next to the panel. On the left you see what the customer does in the store, on the right what your team knows right away.
yourstore.com / lamps
Nord 40 lamp
Table lamp, linen shade, oak.
The guest has no account, and their visit is recorded anyway.
A guest is browsing, and the panel already knows
Product, category, search and cart go on the timeline. The guest session merges with the account after login.
What the panel has
Everything about the customer on one card
No searching across three tabs and a spreadsheet. The card in the panel answers the question “who is this and what do we do with them”.
panel / customers / Anna Berg
Anna Berg
Customer since 28.07.2025, B2C, main store, Rotterdam
12 orders, 4 380 PLN customer value, 240 pts, Silver level.
Forecasts from 12 orders
The forecast is based on the customer's own rhythm. A customer who is late goes on the campaign list automatically.
Consents and GDPR
Consent to the terms with version, date and IP address. Anonymization and data export done by the customer in their account.
Timeline and customer cases
Everything the customer did and everything they were promised. 9 event types on the timeline, with the customer's consent, together with the guest session.
Internal note
Only your team sees it. Who wrote it and when.
AK, 20.08Asked for a company invoice with the next order. Tax ID in the invoice profile.
5% discount, price list Retail, full catalog mode. Adding to a group also in bulk from the list.
The business partner goes to the ERP without retyping.
The cart comes back on its own
A cart idle for a day enters a sequence: email, 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.
Day 8
Each dot is an abandoned cart. Above the line it is waiting, below the line it came back.
Recovered 18 of 64, that is 28%. Without a message: 1 of 7 came back, which is 14%
+1 day, email
Something is left in your cart
Sent, 09:00
+3 days, push
The Nord 40 lamp is still waiting
Sent, 09:00
+7 days, SMS
Last reminder, 160 characters
Sent, 09:00
Messages go only to customers with consent or with an address left at checkout. The monthly limit is 500 SMS messages, you set it in the panel. Effectiveness is measured against a control group, so you see the real effect, and pure coincidence does not count toward the result.
You read a segment like a sentence
Customers who spent at least , placed at least orders, bought within and have the tag
191 customers
Membership is calculated live, recalculated today at 03:40. The segment is immediately a recipient list for the newsletter and SMS campaigns.
RFM, meaning recency, frequency and value, recalculated every night at 3:40. Plus forecasts: customers late to return enter campaigns on their own. Lookalike customers are an audience built on your best ones.
yourstore.com / account / points
Silver level, to Gold 760 pkt
240 pkt
1 pts per 1 PLN, points valid 365 days. From order 1042-004217: +248
The code will appear here and work at checkout right away.
History
Referral link: yourstore.com/p/anna24
Points the customer turns into a coupon on their own
A point per zloty, bonus rules for a review or the third order in a month, levels with thresholds. The customer turns points into a discount code in their account, without emailing support. A referral gives points to both sides.
For an order of 248.00 PLN the customer pays with points at most 74.40 PLN.
Points expire after a set time, and the customer sees the date in their account. Gift cards with a PIN are redeemed in the cart, next to points.
One message, three ways to the customer
43 email templates you edit in the panel, with versions and a list of allowed variables. SMS from your SMSAPI account, browser push, live chat and tickets with history on the customer card.
The customer will see what is on the right. Every change is saved as a draft version.
Email, version 4, active
Parcel 1042-004217 is on its way
Hi Anna, your order has left the warehouse. InPost will deliver it to Parcel Locker RTM014, usually within one business day.
Web push in the browser
SMS, 122 characters, sender YOURSTORE
Cost from your SMSAPI account.
The conversation stays with the customer
The customer sees everything in one account, and your team on their card.
Contacts and consents
SMS and codes
Reviews
Anna Berg, 14.07. The history stays in the customer account and on the card in the panel.
The customer controls their own data
Export, anonymization and consent review in the customer account, without emailing support. You set retention once, and account deletion goes further: to orders, events and marketing tools.
GET /api/store/gdpr/export
Authorization: Bearer <customer token>
{
"customer": { "email": "anna@example.com",
"created_at": "2025-07-28" },
"consents": {
"terms": { "version": "v3", "ip": "89.64.2.17" },
"marketing": { "granted": true,
"source": "registration" }
},
"addresses": [ { "city": "Rotterdam" } ],
"orders": [ { "number": "1042-004217",
"total": 248.00 } ]
}Consents and retention
Version, date and IP of every acceptance of the terms in the customer account. IPs in events are masked, consents per store.
A lead gets points, then a sales rep
The sales CRM works on the same customers. Companies with many contact persons, CSV import and export, an email inbox connected to the panel, tasks with a due date and an overdue notification.
Hurt Baltyk sp. z o.o., inquiry from the website
Automatic assignment: Elena Rossi, with a task for this week.
Log: who, what, when
12:08 The rule assigned Hurt Baltyk: Tomas Lind
11:54 Elena Rossi: import of 40 companies from CSV
09:12 Tomas Lind: Sieć Północ, new contact person
Forecast weighted by stage
Tasks and calendar
Meetings synced both ways with Google and Outlook calendars.Pipeline, customer map, routes, targets and bonuses are the sales rep's view: SFA, meaning sales reps in the field.
Everything the customer account can do
68 features in 9 groups, each works in the panel today. Tick what you need and send the list in the order form.
Nothing selected. Start with what you miss most today.
Integrations with external tools and legal compliance have their own pages. Here are the features of Torveo itself. Business accounts, price lists and limits are described in B2B sales.
We will build your CRM for you
Implementation one-off from PLN 499 net. We start work after payment.