For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/information-about-each-customer.md.
  • English

      • What information is available about each customer?

      Each contact's profile brings together, in one place:

      • Contact details: name, email and phone number.
      • Purchase history: products bought, amounts and the date of the last purchase.
      • Message history: conversations exchanged on the connected channels.
      • Organisation: tags, lists and the stage the contact sits at in the pipeline.

      That keeps the CRM and your sales on the same record.

      If it didn't work

      • No purchase history? Check that the product is integrated with the checkout platform under Integrations.
      • No messages on the profile? Check that the channel is connected under Messages.
      • A contact missing or duplicated? See Import and export contacts.