One timeline for every customer, order, and conversation.
Melissa files everything herself. Each order from the web, each call, each email — stitched into a single customer timeline with lifetime value, risk score, and full history. No data entry, ever.
Command center
Your whole shop at a glance
Live KPIs for orders, revenue, calls answered, refunds, and open fraud — updated as Melissa works. Open the dashboard to a finished day, not a to-do list.
- Real-time orders, revenue & call KPIs
- Refund spend vs. daily cap at a glance
- Open fraud exposure in dollars
- Trends for revenue & call volume
Good morning
Orders · 24h
128
+12%$9,840 revenue
Calls answered
342
24/7100% pickup
Refunds sent · 24h
16
$1,580 / $5,000 cap
Open fraud flags
7
$1,294 exposure
Revenue · last 12h
liveRecent orders
- #PO-442Rachel Satterfield$54.11
- #PO-635Joseph Smith$89.99
- #PO-783Gregory Willis$124.50
| Order | Customer | Delivery | Payment | Status |
|---|---|---|---|---|
| #PO-442 | Rachel Satterfield | Jun 15 | settled | APPROVED |
| #PO-635 | Joseph Smith | Jun 12 | captured | PENDING |
| #PO-783 | Gregory Willis | Jun 13 | settled | APPROVED |
| #PO-941 | Michelle Ruiz | Jun 14 | authorized | PENDING |
| #PO-318 | Janell Liannais | Jun 16 | settled | APPROVED |
Unified customer view
Every interaction, one timeline
Click any customer to see lifetime value, risk score, and a unified timeline of orders, calls (with transcripts), and emails (with sentiment). Everything Melissa knows, in one place.
- Lifetime value + 0–100 risk score per customer
- Orders, calls & emails in one timeline
- Transcripts, sentiment & templates inline
- Search by name, email, phone or order #
Customers · sorted by risk
Sarah Mitchell
sarah.m@gmail.com
$854.90
6 orders
Marcus Chen
m.chen@business.net
$2,345.00
18 orders
Jessica Rivera
jrivera.events@mail.com
$1,567.80
9 orders
David Thompson
dthompson@corp.org
$892.00
5 orders
Amanda Lopez
alopez.floral@gmail.com
$3,124.50
22 orders
Amanda Lopez
alopez.floral@gmail.com
LTV
$3,124.50
Orders
22
Calls
6
Timeline
Inbound call · 4m 12s
2h agoBooked anniversary bouquet — order #PO-442 · sentiment positive
Order #PO-442 placed
2h ago$54.11 · delivery Jun 15 · paid (settled)
AI reply sent
1d agoorder_status template · delivery confirmation
Order #PO-201 delivered
Mar 2026$118.00 · on time · 5★ review
Refund issued
Feb 2026$24.00 · late_delivery · auto-reply
Orders
Every order, tracked end to end
From PENDING to APPROVED, with live Authorize.Net payment state — settled, captured, voided. Filter by channel, date, or status; export anything to CSV.
- Live Authorize.Net sync every 10 min — void before settlement, refund after, never a double-refund
- Channel attribution: phone, web, email
- Delivery & appointment scheduling with tracking
- One-click CSV export
All orders
live gateway sync| Order | Customer | Channel | Payment | Status |
|---|---|---|---|---|
| #PO-442 | Rachel Satterfield | Phone | settled | APPROVED |
| #PO-635 | Joseph Smith | Phone | captured | PENDING |
| #PO-783 | Gregory Willis | Web | settled | APPROVED |
| #PO-941 | Michelle Ruiz | Phone | authorized | PENDING |
| #PO-318 | Janell Liannais | settled | APPROVED |
A CRM that fills itself in.
Book a demo and watch Melissa turn a phone call into a filed customer, a placed order, and a scheduled delivery — automatically.