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Use Case

Know every customer like your very first one.

Merclino's CRM connects every interaction — bookings, purchases, payments, messages, and preferences — into one complete customer profile that helps you deliver personalized experiences at scale.

The problem with scattered customer data

Customer info is everywhere

Some data in your booking tool, some in email, some in your head. When a client calls, you scramble to remember who they are.

No personalization at scale

With 100 clients, you remember preferences. With 1000, you can't. Every interaction feels generic.

Clients leave silently

You only notice when it's too late. No system to detect declining engagement or win back lapsed customers.

One profile for every customer

Merclino automatically builds rich customer profiles from every touchpoint. Bookings, purchases, preferences, and communications — all in one place.

  • Automatic customer profiles from bookings, purchases, and interactions
  • Complete history: every visit, every purchase, every message
  • Preferences, allergies, notes, and photos per customer
  • Segmentation by visit frequency, spending, and engagement
  • Automated marketing based on customer behavior and lifecycle
  • Churn detection and win-back campaigns

CRM features that drive loyalty

Customer Profiles

Complete profiles with history, preferences, notes, and communication records.

Segmentation

Group customers by behavior, value, frequency, and lifecycle stage.

Automation

Birthday messages, re-engagement campaigns, and review requests — all automated.

Communication

Email and SMS from within the customer profile. Full history in one place.

Loyalty

Points, rewards, and VIP tiers that increase repeat visits and spending.

Insights

Customer lifetime value, retention rates, and revenue per segment.

Frequently Asked Questions

Are customer profiles created automatically?

Yes. When a client books, purchases, or contacts you, Merclino creates or updates their profile automatically.

Can I import existing customer data?

Yes. Import customers from CSV, Excel, or other systems during setup.

Does Merclino send marketing messages?

Yes. Create automated campaigns based on customer segments, behavior, and lifecycle stage.

Can I store customer preferences and notes?

Yes. Add allergies, preferences, photos, and free-text notes to any customer profile.

Is the CRM included in the free plan?

Yes. Customer management is available on all plans.

Ready to know your customers better?

Build lasting relationships with every customer, automatically.