The Customer Data That Powers Everything

Every Customer's Story at a Glance

An interactive timeline plots three data series across each customer's history — marketing activity in blue, customer engagement in green, and purchase revenue in orange. The chart automatically adjusts time buckets based on history length, giving you an instant read on how a customer has interacted with your store over time.

• Marketing activity — email deliveries, opens, and clicks tracked over time
• Customer engagement — sessions, page views, checkout initiations, and abandons
• Purchase revenue — orders placed, shipments, and revenue per period
• Automatic time scaling — daily, weekly, or monthly buckets based on customer history

Color-Coded Metrics That Tell You What Matters

Below the timeline, summary cards display key metrics with colored accent borders matching each data category. Each card compares the last 30 days against the prior 30 days so you can spot trends at a glance.

• Blue cards — marketing metrics: email deliveries, opens, and clicks
• Green cards — engagement metrics: page views, checkout initiations, sessions
• Orange cards — purchase metrics: orders placed, shipments, and revenue
• 30-day trend comparison — current period vs. prior period for every metric

Watch What Your Customers Actually Do

Session recordings capture real browsing behavior in the orientation and context the customer experienced it. Filter recordings by device, order data, UTM parameters, or customer profile to find exactly the sessions that matter.

• Contextual playback — see what the customer sees, in their device orientation and screen size
• Advanced filtering — stack filters across device, session data, order info, user profile, and UTM parameters
• UTM and event data — detailed marketing attribution displayed per page during playback
• Privacy protection — passwords, payment info, and sensitive data automatically hidden
• Favorite and share — mark sessions for future reference and share with team members

Loyalty Programs That Agents Can Actually Use

Points-based and cashback programs with tier-based rewards. Your agents and AI can reference loyalty status, check balances, and apply rewards during any conversation or call.

• Points and cashback programs — configurable earning rules and redemption options
• Tier-based rewards — automatic tier assignment based on customer behavior
• Store credit ledger — full transaction history for cashback and credit adjustments
• Agent-visible loyalty data — status, balance, and tier appear in every channel

Take Action Directly From the Customer Profile

Customer data is only useful if you can act on it. UltraCart puts one-click actions right on the profile — start an SMS conversation, initiate a phone call, or jump into an existing chat thread without leaving the screen.

• One-click SMS — click a phone number to open or continue an SMS conversation, pre-filled with the right number
• Direct call initiation — start a phone call from the customer profile with full context already loaded
• Jump to conversation — navigate directly to any past or active conversation from the activity timeline
• Order and subscription actions — view details, process changes, or create new orders from the profile

Full Account Management in One Place

Everything an agent needs to service a customer — billing, shipping, payment methods, quotes, memberships, and tax settings — without leaving the CRM.

• Billing and shipping addresses — manage multiple addresses per customer with default indicators
• Credit cards on file — view masked card details, update or remove stored cards securely
• Quotes and proposals — saved quotes with conversion tracking and follow-up
• Tags and custom properties — flexible tagging, custom key-value fields, and business notes
• Tax and accounting — tax exemptions, QuickBooks codes, payment terms, and affiliate assignments

Customer Intelligence Features