New Feature: Customer Profiles

Josh Pigford on September 09, 2014

Since launching 10 months ago, Baremetrics has largely taken a high-level approach to your metrics, showing you a 40,000-foot view of how your business is doing financially. Today, we’re bringing that view much closer and making it much more personal with a brand new Customer Profile feature.

Your customers are no longer just a number.

Each customer gets their own individual profile showing you that customer’s individual LTV and MRR along with social and location information. In addition, you can view the entire transaction history of that customer from signup to charges to failed charges and cancellation.

Along with the data we generate automatically, you can also add notes to your customers (which are searchable) which helps turn Baremetrics in to an easy-to-use CRM.

The Customer Directory lets you view and sort your customers by LTV, Plan, Sign Up and Name, plus you can search by just about any point of information.

You’ll see throughout your Baremetrics dashboard that anywhere a customer name appears, it is linked directly to their customer profile so you can quickly view more about them, giving you much more context to the data you’re seeing.

We’ve been testing this feature for a while now and it’s become an extremely valuable tool for learning more about our customers.

A few things we’ve been using it for lately…

  • Viewing high-value customers so we can follow up and make sure they’re happy
  • Seeing where our customers are located for potential Baremetrics meet-ups
  • Adding notes to certain users to group them (a “tagging” mechanism of sorts)
  • Digging deeper in to upgrade/downgrade patterns

We’ve got some pretty neat things in store for this feature and hope you find it useful! It’s available today on the Startup and higher plans.

Enjoy!

Josh Pigford

Josh is most famous as the founder of Baremetrics. However, long before Baremetrics and until today, Josh has been a maker, builder, and entrepreneur. His career set off in 2003 building a pair of link directories, ReallyDumbStuff and ReallyFunArcade. Before he sold those for profits, he had already started his next set of projects. As a design major, he began consulting on web design projects. That company eventually morphed into Sabotage Media, which has been the shell company for many of his projects since. Some of his biggest projects before Baremetrics were TrackThePack, Deck Foundry, PopSurvey, and Temper. The pain points he experienced as PopSurvey and Temper took off were the reason he created Baremetrics. Currently, he's dedicated to Maybe, the OS for your personal finances.