Business overview.
Customers, purchases, and the conversations that need you.
Signups & purchases.
Dated activity from your connected records.
Historical audience signups are separate from website accounts. Purchase events include orders later refunded. Records without dates do not appear in this chart.
What needs your attention.
The next useful thing, all in one place.
From hello to supported.
A view of your customer records and follow-ups.
Each count describes its own records. A customer can appear in more than one stage.
Recent activity.
Signups, purchases, email updates, and support.
Newest customers.
The people behind your business.
Your business, as it happens.
Recent recorded activity from connected systems.
Customer care setup.
The current state of your automations and support.
Your operating rhythm.
The purchase email sequence, once you approve the drafts.
A welcome, right away.Purchase confirmation and a clear place to start.
A helpful check-in.A few days in, ask how things are going.
A little room for feedback.Check for questions and hear what worked.
Follow-ups pause while a related support issue is open. Individual delivery states appear in Follow-up emails.
Where your data comes from.
Coverage is shown explicitly so partial records never look like a complete business total.