Managing Customer Data

WiseApp allows you to create, update, and organize customer records throughout their lifecycle.

Adding a New Customer

1. Navigate to Databases > Add Customer.

2. Enter required details:

   • Full Name

   • Email Address

   • Lifecycle Stage (e.g., Lead, Active, At Risk)

3. Add optional fields such as Phone Number, Company, Tags, or Notes.

4. Upload attachments (contracts, onboarding documents, etc.).

5. Click Save.

Editing Customer Data

1. Locate the customer profile via the Search Bar or in Databases.

2. Open the record and select Edit.

3. Update fields as needed (e.g., phone number, lifecycle stage).

4. Save changes.

5. All edits are logged in the Activity History for auditing.

Archiving or Deleting Records

• Archiving: Keeps the record in the database but hides it from default views. Useful for inactive or churned customers.

• Deleting: Only administrators can permanently delete a record. This action cannot be undone.

Customer Lifecycle Stages

WiseApp tracks customers across standardized lifecycle stages:

Best Practices for Lifecycle Management:

• Update lifecycle stages promptly to keep reports accurate.

• Use automated rules (set by Admins) to move customers based on behavior.

• Review churn risk reports weekly.

Searching & Filtering

Searching helps you locate records quickly, even in large databases.

Search Bar

• Enter keywords like Name, Email, or Customer ID.

• Use quotation marks " " for exact matches.

Filters

• Apply filters such as Lifecycle Stage, Tags, or Date Created.

• Combine multiple filters to narrow results.

• Click Reset Filters to return to the full view.

Using SQL Queries (Advanced)

WiseApp includes an optional SQL Workspace for power users who need flexible queries beyond the standard filters. This is ideal for ad-hoc analysis, audit checks, and building custom views.

Before you start

• Access: Admins can grant SQL Workspace permission (read-only or read/write).

• Schema (typical tables):

  • customers(id, full_name, email, lifecycle_stage, created_at, company, phone)

  • interactions(id, customer_id, occurred_at, channel, type) – e.g., email, call, meeting

  • tags(customer_id, tag) – one row per tag

  • orders(id, customer_id, total, status, placed_at) (optional, if enabled)

Common read-only queries

1) Customer Growth (last 6 months)

SELECT
  DATE_TRUNC('month', created_at) AS month,
  COUNT(*) AS new_customers
FROM customers
WHERE created_at >= CURRENT_DATE - INTERVAL '6 months'
GROUP BY 1
ORDER BY 1;

2) Churn Risk (no interactions in 30+ days)

SELECT c.id, c.full_name, c.email, MAX(i.occurred_at) AS last_touch
FROM customers c
LEFT JOIN interactions i ON i.customer_id = c.id
GROUP BY c.id, c.full_name, c.email
HAVING COALESCE(MAX(i.occurred_at), TIMESTAMP '1970-01-01') < CURRENT_DATE - INTERVAL '30 days'
ORDER BY last_touch NULLS FIRST;

3) Engagement (avg interactions per active customer, 90 days)

WITH active AS (
  SELECT id FROM customers WHERE lifecycle_stage = 'Active Customer'
),
recent_interactions AS (
  SELECT customer_id FROM interactions
  WHERE occurred_at >= CURRENT_DATE - INTERVAL '90 days'
)
SELECT
  ROUND(1.0 * COUNT(*) / NULLIF((SELECT COUNT(*) FROM active), 0), 2) AS avg_interactions
FROM recent_interactions
WHERE customer_id IN (SELECT id FROM active);

4) Find customers by tag and recent activity

SELECT c.id, c.full_name, c.email
FROM customers c
JOIN tags t ON t.customer_id = c.id
WHERE t.tag IN ('VIP', 'Priority')
  AND EXISTS (
    SELECT 1 FROM interactions i
    WHERE i.customer_id = c.id
      AND i.occurred_at >= CURRENT_DATE - INTERVAL '14 days'
  )
ORDER BY c.full_name;

Reporting & Analytics

WiseApp provides built-in reports for tracking customer lifecycle performance.

Common Reports:

• Customer Growth: New customers added per month.

• Churn Analysis: Percentage of customers at risk.

• Engagement Metrics: Average number of interactions per customer.

• Data Quality Report: Highlights incomplete or outdated records.

Example Use Case:

• A sales manager reviews the Customer Growth Report weekly to track lead conversion.

• If churn risk increases, they drill into individual profiles and assign follow-up tasks to account managers.