Manage, Organize and View Your Customers

Filter, manage and edit your customers' data, as well as update payment methods and quickly place new sales for them.


View and Filter Your Customers

All Customers from all sales channels in one place. Apply customized column views or filter your customers to see exactly the ones you want.

  • Date Range Filter
  • Campaign Filter
  • Status Filter
  • Product Filter
  • Metadata Filter
  • AdWords Filter

Manage and Edit Your Customers

Open a customer's page to alter their contact info, or to instantly see all their previous sales, internal notes, shipments, and returns/refunds. You can edit their payment methods, or add new ones for future sales.

  • Customer Details
  • Contact Info
  • Tools
  • Create Sale
  • Campaign
  • References
  • Metadata
  • Sales
  • Products
  • Payments
  • Shipping
  • Tax
  • Subscriptions
  • Trials
  • Discounts
  • Emails
  • Billing Info
  • Notes
  • Timeline

Create Customers or Import

Customers can be created when they place a sale, or you can manually create them with a few clicks. RevCent's easy-import feature lets you import all your existing customers and their data in two easy steps.

  • Campaign
  • Customer Info
  • Payment Details
  • Billing Info
  • Manual Entry
  • Import CSV List

Customer Quick-Sale Feature

Quickly place new sales for a customer, by opening their customer page, and clicking the "new sale" button. All data pre-loads including payment method, so you can get the customer what they want, without making them recite all their details again.

  • Payment Type
  • Campaign
  • New or Existing Customer
  • Billing Info
  • Products
  • Shipping
  • Tax
  • Discounts
  • Metadata
  • Sale Estimator

What our users say

Our call center workers love the search feature for finding customers. They can literally start typing ANYTHING in the search field.. email, name, address, phone, whatever... it pulls up the customer record after typing just a few characters. This gets them off the phone faster with the customers, which makes for better customer service, with more satisfied clients.
Customer Service Manager