One of the most requested capabilities for Umbraco Commerce has been a better way to understand and manage customers beyond individual orders. We’re excited to share that Customer Management is now approaching partner testing.
Customer Management introduces a dedicated customer entity and a new customer workspace in Umbraco Commerce. Instead of viewing customer information across multiple orders, you can now access a consolidated customer profile containing customer details, order history, communication records, addresses, tags, and key customer metrics in one place.
A complete customer overview
The new Customers section provides a dedicated overview of all customers in your store. You can search, sort, filter, and export customer data while gaining quick access to important business metrics such as:
The overview is designed to help customer service, sales, and ecommerce teams quickly identify valuable customers and understand purchasing behaviour across the store.
Rich customer profiles
When you select a customer, a dedicated customer profile opens where all relevant information is gathered into a single experience.
You can view:
Customer details and communication preferences
Customer Lifetime Value (CLV)
Average Order Value (AOV)
Purchase frequency
Return statistics
Tags and segmentation
Complete order history
Communication timeline
Shipping and billing addresses
The profile also includes visual indicators that compare individual customer performance against store-wide averages, making it easier to identify high-value customers and customers that may require additional attention.
Communication history
Customer Management introduces a built-in communication timeline.
Backoffice users can log customer interactions such as:
Phone calls
Emails
Chat conversations
WhatsApp messages
Each communication moment is attributed to the Umbraco backoffice user who created it and can optionally be linked to a specific order. This creates a lightweight CRM-style history directly inside Umbraco Commerce and helps teams maintain context across customer interactions.
Customer tagging and segmentation
Customers can be tagged directly from their profile, making it easier to organise and filter customer groups.
Tags are available throughout the customer management experience and can be used when filtering customers in the customer overview. This provides a simple but effective way to create operational customer segments such as VIP customers, loyal customers, wholesale customers, or region-specific customer groups.
Address management
Customer Management introduces dedicated shipping and billing address management.
During migration, existing customer addresses can be extracted from historical orders and consolidated into customer profiles. Teams can maintain multiple shipping and billing addresses, define defaults, and manage addresses independently from historical order data.
Flexible integrations
Customer Management is designed to work both as a standalone Commerce feature and as part of larger solution architectures.
Customer information can be owned directly by Umbraco Commerce or provided through external systems using the Customer Adapter architecture. This allows businesses to keep CRM systems as the source of truth while still giving customer service teams visibility inside Umbraco Commerce.
Where customers are linked to Umbraco Members, Customer Management also provides direct navigation between Commerce and Membership data.
Customer Management is currently being prepared for partner testing
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