UpChannels
Customer Management

Every customer, every order,
one record

UpChannels keeps one record per person or business you sell to, and it fills itself in as you work — every sale lands on the profile, so lifetime value and order history are calculated from real orders instead of typed in. Built for small retail and service businesses: gift and clothing shops, furniture and liquidation stores, HVAC, lawn care and cleaning crews.

Walk-in shoppers and trade accounts on the same list, with lifetime value counted from completed sales
Filter by what they bought, when, how much they spent, and whether they opted in
Save any filter as a marketing group your SMS campaigns can send to
Create Customer Group From Segments
Summer VIP Re-Engagement
Target high-value customers who purchased in the last 60 days for a seasonal upsell on maintenance packages.
Filter Settings

Define filters to build a targeted audience segment.

Marketing Opt-inYes

Only customers who allowed marketing

Purchased Item Keywords
HVACTune-upFilterSmart thermostat
Recent Purchase (date range)
06/10/2025
08/09/2025
Purchase Value ($)
100
5000
Filtered Audience284 customers
PARLSM+
AIAdaptive segmenting
Create Group (Preview)
Customer Management

What UpChannels keeps on a customer, and what you can do with it

One customer list for the whole business — every location searches and sells to the same records, while each order still records the location that wrote it.

📋Customer Profiles

A profile that fills itself in
as you write orders.

Open a customer and you see their orders, their totals, their loyalty balance and their opt-ins on one screen. Lifetime value, total orders and average order value are calculated from completed, shipped and delivered sales — quotes, returns and cancelled orders never inflate the number.

Walk-in shoppers and business accounts on one list
Order history tab listing every order and its line items
Tiers — standard, premium, wholesale, retail — plus loyalty membership and credit balance
Separate opt-ins for service updates by text and for marketing
AC
Alex Carter
+1 234 567 8901
Details
Name: Alex Carter
Email: alex@example.com
Phone: +1 234 567 8901
Type: Premium
Groups
VIP CustomersMattress Owners
Loyalty
Programs: 2 • Credit: $42.50
Recent Orders
Last 3
SO-1042
Sep 24, 2025
$368.00
Sales
CONFIRMED
SO-1015
Sep 10, 2025
$129.50
Sales
DELIVERED
SO-0999
Aug 28, 2025
$842.00
Sales
PROCESSING
🧭Customer Filters & List

Find anyone by name, phone,
email or business name.

One search box covers all four fields, and the filters narrow the list by tier, status, marketing consent, service level, spend band, state and the date the customer was added. Tick the rows you want and add them to a marketing group or a loyalty program in one action.

Customer Filters
Search by name, email, business, or phone
Customer List (67)
Preview of the real customer table
Select customers first
CustomerGroupsEmailPhoneBusinessStateCreditCreatedMarketing
Alex Carter
VIP CustomersAll Customers
alex@ex.co234 567 8901Carter Home ServicesCA$500Sep 22, 2025Yes
Mina Patel
Recent Buyers
mina@tx.com456 789 0123Techronix LLCTX$0Sep 17, 2025No
Jordan Lee
Mattress OwnersInstall-Only
jordan@fl.co987 654 3200Lakeside InnWA$250Sep 9, 2025Yes
🗂️Customer Groups Management

Turn a filter into a group
you can text.

Build an audience from marketing opt-in, keywords from what people bought, when they last purchased and how much they spent — the count updates as you tighten it — then save the matching customers as a named group. SMS Campaigns picks that group as an audience without exporting anything.

Customer Management
Organize customers into groups for campaigns and loyalty programs
GroupDescriptionCustomersOf TotalCreatedIDActions
Corporate Clients
Top accounts managed by sales1218%Jun 24, 2025grp_corp_12
All Customers
Entire customer base67100%Aug 9, 2025grp_all_67
Recent Mattress Buyers
Purchased a mattress in last 60 days2030%Sep 9, 2025grp_wash_20

Texting and campaigns run off the same customer record

📧

Text from the customer row

Send a text to a customer without leaving the list, and read the whole thread back on their record. Part of the Communication Hub, included on Pro and Premium.

🎯

Consent decides who gets the campaign

A marketing campaign only sends to customers whose record has both the text and marketing opt-ins switched on. Partner accounts are excluded from marketing audiences entirely.

Common questions

Customer questions, answered

Can I see everything a customer has bought from me before?
Yes. Every order writes back to the customer's record, and the order history tab on their profile lists each one with its line items, date, status and total. Total orders, total spent and average order value are calculated from those orders rather than typed in, and they count completed, shipped and delivered sales only — so quotes, returns and cancelled orders never inflate a customer's lifetime value.
Do I have to add a customer separately from writing up the sale?
No. The sale screen has a customer step that either searches your existing customers by name, phone or email, or captures a new one — name, phone, email, delivery address and their text and marketing opt-ins — and saves that record as part of the order. Most stores rarely use the Add Customer button; the list builds itself out of the orders you write.
Can I text a customer straight from their record?
Yes, on the Pro and Premium plans. Any row in the customer list has a send-message action, and the reply thread reads back on the same customer, so you can see what was said without switching screens. Texting is part of the Communication Hub, which the Basic plan does not include — it is open during the 14-day free trial — and your store needs a texting number connected.
How do I build a list of customers for one specific offer?
Filter them, then save the filter as a marketing group. The "new group from segment" builder narrows your customers by marketing opt-in, keywords from what they bought, the date range of their last purchase and the dollar value of their purchases, and shows a live count as you tighten it. Saving writes the matching customers into a named group that SMS Campaigns can then target. One limit worth knowing: each run fills the group with up to 500 matching customers.
Will a campaign text customers who never agreed to marketing?
No. A marketing campaign only includes customers whose record has both the service-updates (text) opt-in and the marketing opt-in switched on, and partner accounts are excluded from marketing audiences entirely. Both switches sit on the customer profile and can also be set at the counter while the order is written. The filter is only as good as what your staff record, so how you ask for consent is still your decision.
Can I import my existing customer list from a spreadsheet?
Not on your own today. There is no customer CSV importer in the app, although products and purchase orders both have one. In practice most stores start with an empty list and let it fill in as they ring up sales, since every order captures the customer. If you are moving off another system with thousands of records, raise it with us before you switch rather than planning on a self-serve import.
What happens when I remove a customer I no longer want in the list?
They are archived, not erased. Archiving takes the customer out of the active list and out of your filters, while their orders, payments and loyalty history stay exactly where they are — so past sales and your reports do not change. It is the safe option when a record is a duplicate or the account has gone quiet.

Customer Management is one part of UpChannels

UpChannels keeps one customer record for every person and business a small retailer or service company sells to — jewelry and gift shops, furniture and liquidation stores, HVAC, lawn care and cleaning crews — holding contact details, addresses, notes, text and marketing opt-ins, loyalty membership and every order that customer has placed. Lifetime value, total orders and average order value are calculated from completed sales rather than typed in, and any filter you build — spend band, purchase date, product keywords, marketing consent — can be saved as a marketing group that SMS campaigns send to. Customer management is included in every UpChannels plan, on one list shared across all of your locations.

UpChannels is an all-in-one platform for small retailers and service businesses — sales, inventory, customers, scheduling, delivery, payments and finance in one system — and a real team that builds your website, runs your ads, and automates the busywork. Every capability below is included in the same subscription, with no integration to wire up between them.

See plans and pricingEverything the software doesSetups by business type

Works with

The product moves faster than this page. UpChannels ships updates most weeks, so a description here can lag what is already in the software. Where the two disagree, the running product is the current version — tell us if you find one and we will correct the page.

Ready to upgrade your
retail business management?

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One system for the counter, the schedule, the truck and the books — and a team that will build the website, run the ads and take the busywork off you if you would rather not do it yourself. Start with the trial, or have us walk you through it first.

UpChannels