Live on Shopolo

Customer CRM for small businesses —
builds itself automatically

Every customer who buys a gift card, joins your loyalty program, places an order, or books an appointment is automatically added to your customer database. Track purchases, balances, and visit history — no manual entry, no spreadsheet.

Know your customers →See pricing
Auto
CRM that builds itself

Every transaction creates or updates a customer record. Gift card purchase, loyalty sign-up, online order, appointment booking — all tracked automatically. You never touch a spreadsheet.

Unified
One profile per customer

A single customer record shows their gift card balance, loyalty stamps, order history, bookings, and marketing opt-in status. No switching between tools to piece together a picture of who your regulars are.

Portal
Customers see their own data

Customers can log in to their Shopolo account to check gift card balances, loyalty progress, order history, and upcoming appointments. Fewer support questions, more trust.

Segments
Email the right people

Use your customer data to send targeted campaigns — loyalty members only, customers who have not visited in 60 days, gift card buyers approaching expiry. Segmentation drives results.

What gets tracked

Everything, automatically

01
Gift card purchases and balances

Every gift card sold is linked to a customer record. You can see who bought it, what amount, and what balance remains. Staff can look up any customer by name or email to redeem.

02
Loyalty stamps and rewards

Every stamp issued and every reward redeemed is logged against the customer profile. See at a glance how close each customer is to their next reward.

03
Online orders

Every order placed through your storefront — item breakdown, total amount, date, and order type (pickup or dine-in) — is stored in the customer record.

04
Appointment bookings

Every appointment booked, rescheduled, or completed is tracked per customer. See which services they prefer and how frequently they visit.

Built for independent businesses

Shopolo CRM works for any business where knowing your customers matters — which is every business:

Restaurants & Cafés
See your most frequent diners, what they order, and when they last visited. Re-engage lapsed customers with a targeted email before they forget about you.
Hair Salons & Barbershops
Know which clients are due for a visit based on their last appointment. Track gift card balances so clients know exactly what they have to spend.
Spas & Massage Studios
Unified history of services booked, gift cards gifted, and loyalty rewards earned. Everything in one place instead of scattered across paper files.
Retail & Boutiques
Track gift card purchases and loyalty points for in-store regulars. Use purchase history to personalize your next email campaign.
Fitness & Wellness Studios
Monitor member visit frequency, class bookings, and reward milestones. Identify members who have gone quiet and send a targeted win-back offer.

Frequently asked questions

What customer data does Shopolo track automatically?

Shopolo automatically tracks each customer's name, email, gift card purchases and balances, loyalty stamp count and rewards redeemed, online orders, appointment bookings, and marketing opt-in status. No manual data entry required.

Can customers see their own purchase history and gift card balance?

Yes. Customers can log in to their Shopolo account portal to view their gift card balances, loyalty stamp progress, order history, and upcoming bookings. This reduces support questions and gives customers confidence in your business.

How does the CRM help with email marketing?

Every customer in your CRM who has opted into marketing is automatically available in your email campaigns. You can send to your full opted-in list or filter by segment — loyalty members, gift card buyers, customers who ordered in the last 90 days, and more.

Do I need to import my existing customer list?

No import is needed for customers who transact through Shopolo going forward. For existing customers, you can manually add records. New customer records are created automatically whenever someone buys, books, or joins your loyalty program.

Is customer data stored securely?

Yes. Customer data is stored in Supabase (SOC 2 compliant). Shopolo never stores payment card data — all payments are handled by Stripe. Customer data is only accessible by you and the customer through their own portal.

Also included in Shopolo

Gift CardsLoyalty ProgramsOnline OrderingAppointmentsTable ReservationsEmail CampaignsQR Menu

Know your customers — automatically

30-day free trial. Customer profiles build from your first transaction. No setup required.

Start free — 30 days →