How to track a customer’s full history in one place
RushFlow gives each customer a single 360° profile — one place that gathers every purchase, payment, outstanding due, note and tag on a unified timeline. You do not need a separate CRM: because selling and customers live in the same system, a customer’s history builds itself as they trade with you, so you always know who they are, what they buy, and what they owe.
Step by step
- Add or attach the customerCreate a customer, or attach one to a sale at the POS. From then on, their activity is tracked automatically.
- Open their 360 viewOpen the customer to see the overview — spend, dues and key facts — and a timeline of everything that has happened.
- Add contextAdd free-form notes, attach tags (e.g. “wholesale”, “VIP”), and pin the entries that matter so they stay at the top.
- Group with segmentsUse tags and segments to group customers — for follow-ups, offers, or simply to understand who your best customers are.
What the timeline captures
One chronological stream per customer, so nothing is scattered across screens:
- Purchases and returns
- Payments and outstanding dues
- Notes your team adds
- Tags and segment membership
Why one profile beats a spreadsheet
When a customer’s purchases, dues and notes live together and update themselves, you can answer “what do they usually buy, and do they owe us anything?” instantly — at the counter or on the phone. That is the difference between knowing your customers and guessing.
Frequently asked questions
Does RushFlow track customer purchase history?
Yes. Each customer has a 360° profile with a timeline of every purchase, payment, due, note and tag — built automatically as they trade with you.
Do I need a separate CRM?
No. Customer tracking is built in, so purchases, dues and notes live with the customer without exporting to another tool.
Can I see what a customer owes?
Yes. Outstanding dues appear on the customer’s profile alongside their purchase history.
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