Customers/Customers · 1,284
Your list, your columns
Add your own fields, then filter and sort the list your way.
Customers
Every customer in one place, with their whole history.
Phone, email, addresses and the company they belong to on one record. Bookings, orders, payments and conversations attach to that customer, and your team and Era see the same card.
One record per customer
Appointments, orders, invoices and conversations all link to the same customer record. Phone, email, where they came from and what they spent, on one line.
Who is regular, who drifted away
Start with EraSaved views group your customers: lapsed, new and top spenders.
This month at a glance
Follow new and returning customers week by week.
The team knows the same customer
Front desk, shop floor and finance see the same history, so customers never have to repeat themselves.
Site account
Customers sign in to your site with their own account.
Link the messages
WhatsApp, Instagram and email conversations attach to the customer.
Merge duplicates
If someone was added twice, merge them into one card.
Every customer, with the whole story
Start with EraFrom bookings to orders, payments to messages — all on one card.
Sales
Quotes
Document requestsQuestions about Customers
One record for every customer, shared by every module. Its pages: Customers.
This module has no settings page of its own; you shape its views and fields in the workspace.
The module has 27 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.
It shares records with Organization; turning it on brings them into the workspace too.
Every customer, with the whole story.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.