Customer Management — BlooTrue Review Management Feature
Click any customer and see their complete story — every review they left, every email you sent, their membership history, tags, and notes. A built-in CRM that gives you the full picture without switching tools.
What does Customer Management include?
- 360° Customer Profile: One click opens the full picture: every Google review, email sent, SMS delivered, membership status, tags, notes, and custom fields. No more switching between tabs or tools.
- Smart Customer Table: Search across names, emails, and phone numbers. Toggle column visibility, customize page sizes, and filter by category or tag.
- Tags & Categories: Create color-coded tags and business-specific categories to organize customers. Filter your table instantly by any tag or category.
- Custom Fields: Add custom data points unique to your business — Birthday, VIP Status, Source, or anything else. Fields appear as columns in the customer table.
- Bulk Operations: Select multiple customers and send bulk emails, SMS campaigns, assign tags, or delete in one action. A selection bar appears when customers are checked.
- Import & Export: Import customers from CSV or Excel with column mapping. Export your data in Excel, CSV, or PDF format anytime.
Frequently Asked Questions about Customer Management
What is a 360-degree customer profile in BlooTrue?
A 360-degree profile shows every interaction with a customer in one view: Google reviews they left, emails and SMS messages you sent, membership status, tags, categories, notes, and any custom fields. You get the full picture without switching between tools.
Can I import my existing customer list?
Yes. BlooTrue supports CSV and Excel imports with column mapping so you can match your data fields to BlooTrue fields. You can also export your customer data anytime in Excel, CSV, or PDF format.
How do tags and categories work?
Tags are color-coded labels you create to organize customers (e.g., "VIP," "Needs Follow-up," "New Customer"). Categories are broader groupings for your business (e.g., "Dental Patient," "Consultation"). You can filter your customer table instantly by any tag or category.
Can I add custom data fields to customer profiles?
Yes. Custom fields let you store data unique to your business — Birthday, Membership Level, Referral Source, or anything else. Custom fields appear as filterable columns in your customer table and are included in profile views.
Does BlooTrue support bulk actions on customers?
Yes. Select multiple customers using checkboxes and perform bulk actions: send email or SMS campaigns, assign tags, change categories, or delete records. A selection bar appears at the top showing your bulk action options.
Is BlooTrue a replacement for my CRM?
BlooTrue is a review-focused CRM — it tracks every customer interaction related to reviews, outreach, and feedback. If you need a full sales pipeline or invoicing CRM, BlooTrue complements those tools rather than replacing them.
About BlooTrue
BlooTrue is a free review management platform for local businesses. It offers smart review collection, AI-powered review replies, 6 embeddable review widget styles, 360-degree customer profiles, email and SMS outreach campaigns, and a real-time analytics dashboard. Plans start at $0/month (free forever) with Pro at $29/month and Business at $49/month. BlooTrue serves restaurants, dental practices, healthcare providers, law firms, real estate agents, fitness studios, auto repair shops, HVAC contractors, plumbers, salons, and other local service businesses. It is an affordable alternative to Birdeye ($299+/month) and Podium ($599+/month).