--- title: "Knowledge Base: Introducing the Ucommerce CRM Area" description: Explore the new CRM features in Ucommerce 10.9.0 with our knowledgebase, offering insights on managing customer info, orders, and groups in the backoffice. image: https://ucommerce.net/hubfs/AI-Generated%20Media/Images/The%20image%20depicts%20a%20sleek%2c%20modern%20user%20interface%20of%20a%20CRM%20application%20on%20a%20computer%20screen.jpeg --- [Skip to content](https://ucommerce.net/news/knowledgebase-introducing-the-ucommerce-crm-area#main-content) Close - [Product](https://ucommerce.net/product) - [Integrated PIM System](https://ucommerce.net/integrated-pim-system) - [B2B Price Engine](https://ucommerce.net/advanced-b2b-price-engine) - [Powerful Search](https://ucommerce.net/search) - [Sitefinity X Ucommerce](https://ucommerce.net/sitefinity) - [Umbraco X Ucommerce](https://ucommerce.net/umbraco) - [Sitecore X Ucommerce](https://ucommerce.net/sitecore) - [Pricing](https://ucommerce.net/pricing) - [Customers](https://ucommerce.net/customers) - [Partners](https://ucommerce.net/partners) - [Support](https://ucommerce.net/support) - [Insights](https://ucommerce.net/insights) - [Webinars](https://ucommerce.net/news/tag/webinars) - [News](https://ucommerce.net/news) - [Documentation](https://dev.ucommerce.net/) SEARCH Contact Us [![ucommerce-widelogo](https://ucommerce.net/hubfs/Logos/Ucommerce%20logos/ucommerce-widelogo.svg)](https://ucommerce.net) - [Product](https://ucommerce.net/product) - [Integrated PIM System](https://ucommerce.net/integrated-pim-system) - [B2B Price Engine](https://ucommerce.net/advanced-b2b-price-engine) - [Powerful Search](https://ucommerce.net/search) - [Sitefinity X Ucommerce](https://ucommerce.net/sitefinity) - [Umbraco X Ucommerce](https://ucommerce.net/umbraco) - [Sitecore X Ucommerce](https://ucommerce.net/sitecore) - [Pricing](https://ucommerce.net/pricing) - [Customers](https://ucommerce.net/customers) - [Partners](https://ucommerce.net/partners) - [Support](https://ucommerce.net/support) - [Insights](https://ucommerce.net/insights) - [Webinars](https://ucommerce.net/news/tag/webinars) - [News](https://ucommerce.net/news) - [Documentation](https://dev.ucommerce.net/) Contact Us Quick results for "{search\_term}" ![10.8.0 hero (2)](https://ucommerce.net/hs-fs/hubfs/10.8.0%20hero%20(2).png?width=300&name=10.8.0%20hero%20(2).png) [Mads Bjernemose Nielsen](https://ucommerce.net/news/author/mads-bjernemose-nielsen)December 20243 min read # Knowledge Base: Introducing the Ucommerce CRM Area [Previous](https://ucommerce.net/news/ucommerce-nextgen-version-10.9.0) [Next](https://ucommerce.net/news/webinar-june-2024) We’re excited to announce a new addition to the Ucommerce platform: a *CRM system*! With the release of Ucommerce 10.9.0, you’ll find a brand-new CRM application in the backoffice, available in the left-side navigation menu. This feature empowers you to manage your customer relationships more effectively, offering tools to organize customer information, orders, and groups. Here’s a quick overview of what the CRM area offers. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXedjBGQQ5bnrNysZrjFvezcYsUaSAiC2m4t9eQkaCEmSAdSmgNJEpWE0saCQLdE0JnZriLKfjzs-csDNf6mfkO8k4EXjkgqOkObyJ7_LRt4MEGdHVfKZoJWbHg5b8nmNROgwX9A?key=t9AbHDOJGozC3i4X8dxuy61W) For quick navigation: - [Customers](https://ucommerce.net/news/knowledgebase-introducing-the-ucommerce-crm-area#Customers) - [Customer Groups](https://ucommerce.net/news/knowledgebase-introducing-the-ucommerce-crm-area#customer-groups) - [Organizations](https://ucommerce.net/news/knowledgebase-introducing-the-ucommerce-crm-area#organizations) - [How these tools can help](https://ucommerce.net/news/knowledgebase-introducing-the-ucommerce-crm-area#how-these-tools-can-help)   ## Customers The Customers section allows you to manage all your individual customer details. By default, this includes basic information like name, email, and phone number. However, since the system is definition-driven, you can easily extend it to include any additional details specific to your business needs. In addition to customer profiles, this page provides a list of all orders placed by each customer. You can quickly access any order directly from this view, making it easy to keep track of customer activity. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfgBMQM638GcBpzNOwZFfQG3g1Wjzd23qUZUVRYgGtXqSc_RD4BJ54pGOOO2NMgpK4nxts0lETfAKLNol0DogfX5NTvktbjShwXclldfSlT_904FRinsX8-XdQtQP7M1N0yp6c0zQ?key=t9AbHDOJGozC3i4X8dxuy61W) ## Customer Groups The Customer Group feature lets you organize customers into meaningful groups. For example, you could create membership tiers or segment customers based on shared characteristics. Customers can belong to multiple groups, allowing for flexible organization. From the group view, you can easily navigate to individual customer profiles within the group. Like the customer details, customer groups are also definition-driven, so you can customize the information fields to suit your needs. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf1MDI443Ysnz8tLj44EbdYh6JjjIGj5Rf1ATrwbAoIAoX8afpAocATjh5j1F_b0j978nv09INibLxzp0bYl2R8vGrXiV74TdLAwONzi5tJBdmWhzab4FfDUeW55wQL47v7QEf7?key=t9AbHDOJGozC3i4X8dxuy61W) ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeXivTP99BYVcFtc0NKznOlKeuvOYLTT2I0Af5GeIHutEYL-QojhlAYBbN1Ub7xEKCGWRvrJ-wmIo8WZ-EooYKloZpJweARSrs186QFd4-1ApcxI3v2cEHcDmB4vMKUlugqLBAl?key=t9AbHDOJGozC3i4X8dxuy61W) ## Organizations Organizations provide another way to group customers, but with a key difference: each customer can only belong to one organization. Organizations are designed to reflect real-world entities, such as companies or institutions, and include more detailed information than customer groups. As with other areas of the CRM, organizations are fully customizable via definitions, enabling you to tailor them to your requirements. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdqKyNUbO8OTEfTk7abdpkrc7jDIhq-xxRihygL00u2YZpBSQK2UybP92bNO_wLPobeIajhaRD2TyoWJUA2PCmkGiF1edpDcTAoWZhupr30Ejw4DEVBpK1I-anpmw-199g3oJe3?key=t9AbHDOJGozC3i4X8dxuy61W) ## How these tools can help: The CRM area enhances your ability to manage customer relationships and maintain an organized view of your customers and their orders. Beyond these foundational features, we’ve integrated this new functionality with the [Promotions](https://ucommerce.net/) and [Price Groups](https://ucommerce.net/advanced-b2b-price-engine) sections of Ucommerce. With the latest update, you can now use criteria based on customer groups or organizations to define eligibility for discounts and pricing. This allows for highly targeted promotions and pricing strategies, ensuring that the right offers reach the right customers. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeV_VnRJkey4enCmKbd7s4MZukbY_5Z2otAuuqmUVeTO1n5Qx6JpADKKEceG20rGsM3QrnjcuK2z1xi5hJ1LmmdfOLVqe73K5FDq4v3T2F-XDn-cx7WXGhY56JKaIQ2pBN0uuz-yA?key=t9AbHDOJGozC3i4X8dxuy61W) ![avatar](https://ucommerce.net/hs-fs/hubfs/masd.jpeg?width=290&name=masd.jpeg) #### [Mads Bjernemose Nielsen](https://ucommerce.net/news/author/mads-bjernemose-nielsen) Backend developer at Ucommerce [mailto:mads.bjernemose.nielsen@ucommerce.net](mailto:mads.bjernemose.nielsen@ucommerce.net) ## More Knowledge Base Articles All Knowledge Base Articles ### [Mads Bjernemose NielsenFebruary 20252 min read Knowledge Base: Getting Started with Campaigns and Promotions A campaign is a collection of promotions that help manage discounts and offers. These can be created, deleted, prioritized, and ... Start Reading](https://ucommerce.net/news/knowledgebase-getting-started-with-campaigns-and-promotions) ### [Mads Bjernemose NielsenFebruary 20252 min read Knowledge Base: Getting Started with the PIM System Our PIM system provides a powerful set of tools to simplify your data management. Here’s how you can use the PIM system, ... Start Reading](https://ucommerce.net/news/knowledgebase-getting-started-with-the-pim-system) ### [Mads Bjernemose NielsenFebruary 20251 min read Knowledge Base: Getting Started with Catalogs Catalogs are used to distinguish between various catalog structures. You can set up catalogs and categories, assign products to ... Start Reading](https://ucommerce.net/news/knowledgebase-getting-started-with-catalogs) [![ucommerce-widelogo](https://139731713.fs1.hubspotusercontent-eu1.net/hubfs/139731713/Logos/Ucommerce%20logos/ucommerce-widelogo.svg)](https://ucommerce.net) The Leading .NET Based Enterprise E-commerce Platform - [Product](https://ucommerce.net/product) - [Product Update Webinars](https://ucommerce.net/news/tag/webinars) - [Release Notes](https://ucommerce.net/release-notes) - [Knowledge Base](https://ucommerce.net/support) - [Support](https://ucommerce.net/support) - [Contact](https://ucommerce.net/support) - [Ucommerce Classic Documentation](http://docs.ucommerce.net/) - [Ucommerce Next Gen Documentation](http://dev.ucommerce.net/) - [Academy](https://ucommerce.net/academy) - [Pricing](https://ucommerce.net/pricing) All rights reserved - [Privacy Policy](https://ucommerce.net/data-privacy-and-cookie-policy) - [Cookies](https://ucommerce.net/data-privacy-and-cookie-policy) - [Terms & Conditions](https://ucommerce.net/data-privacy-and-cookie-policy) ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "Denmark", "addressLocality" : "Aarhus V", "addressRegion" : "Denmark", "postalCode" : "8210", "streetAddress" : "Rymarken 2" }, "knowsLanguage" : "en", "logo" : { "@type" : "ImageObject", "url" : "https://139731713.fs1.hubspotusercontent-eu1.net/hubfs/139731713/Ucommerce%20and%20CMS%20Logo/Ucommerce%20logos/ucommerce-widelogo.svg" }, "name" : "Ucommerce ApS", "url" : "https://ucommerce.net/news/knowledgebase-introducing-the-ucommerce-crm-area" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "abstract" : "Explore the new CRM features in Ucommerce 10.9.0 with our knowledgebase, offering insights on managing customer info, orders, and groups in the backoffice.", "author" : { "@type" : "Person", "name" : "Mads Bjernemose Nielsen" }, "dateModified" : "February 4, 2025 12 PM", "datePublished" : "December 11, 2024 10 AM", "headline" : "Knowledge Base: Introducing the Ucommerce CRM Area", "image" : "https://139731713.fs1.hubspotusercontent-eu1.net/hubfs/139731713/AI-Generated%20Media/Images/The%20image%20depicts%20a%20sleek%2c%20modern%20user%20interface%20of%20a%20CRM%20application%20on%20a%20computer%20screen.jpeg", "inLanguage" : "en", "keywords" : "[Knowledge Base]", "mainEntityOfPage" : { "@type" : "WebPage" }, "name" : "Knowledge Base: Introducing the Ucommerce CRM Area", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://139731713.fs1.hubspotusercontent-eu1.net/hubfs/139731713/Ucommerce%20and%20CMS%20Logo/Ucommerce%20logos/ucommerce-widelogo.svg" }, "name" : "Ucommerce ApS" }, "text" : "We’re excited to announce a new addition to the Ucommerce platform: a CRM system! With the release of Ucommerce 10.9.0, you’ll find a brand-new CRM application in the backoffice, available in the left-side navigation menu. This feature empowers you to manage your customer relationships more effectively, offering tools to organize customer information, orders, and groups. Here’s a quick overview of what the CRM area offers. For quick navigation: Customers Customer Groups Organizations How these tools can help Customers The Customers section allows you to manage all your individual customer details. By default, this includes basic information like name, email, and phone number. However, since the system is definition-driven, you can easily extend it to include any additional details specific to your business needs. In addition to customer profiles, this page provides a list of all orders placed by each customer. You can quickly access any order directly from this view, making it easy to keep track of customer activity. Customer Groups The Customer Group feature lets you organize customers into meaningful groups. For example, you could create membership tiers or segment customers based on shared characteristics. Customers can belong to multiple groups, allowing for flexible organization. From the group view, you can easily navigate to individual customer profiles within the group. Like the customer details, customer groups are also definition-driven, so you can customize the information fields to suit your needs. Organizations Organizations provide another way to group customers, but with a key difference: each customer can only belong to one organization. Organizations are designed to reflect real-world entities, such as companies or institutions, and include more detailed information than customer groups. As with other areas of the CRM, organizations are fully customizable via definitions, enabling you to tailor them to your requirements. How these tools can help: The CRM area enhances your ability to manage customer relationships and maintain an organized view of your customers and their orders. Beyond these foundational features, we’ve integrated this new functionality with the Promotions and Price Groups sections of Ucommerce. With the latest update, you can now use criteria based on customer groups or organizations to define eligibility for discounts and pricing. This allows for highly targeted promotions and pricing strategies, ensuring that the right offers reach the right customers.", "url" : "https://ucommerce.net/news/knowledgebase-introducing-the-ucommerce-crm-area", "wordCount" : "1004" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Mads Bjernemose Nielsen", "url" : "https://ucommerce.net/news/author/mads-bjernemose-nielsen" }, "dateModified" : "2025-02-04T12:27:48.062Z", "datePublished" : "2024-12-11T10:05:23.000Z", "headline" : "Knowledge Base: Introducing the Ucommerce CRM Area", "image" : [ "https://ucommerce.net/hubfs/AI-Generated%20Media/Images/The%20image%20depicts%20a%20sleek%2c%20modern%20user%20interface%20of%20a%20CRM%20application%20on%20a%20computer%20screen.jpeg" ], "mainEntityOfPage" : { "@id" : "https://ucommerce.net/news/knowledgebase-introducing-the-ucommerce-crm-area", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://ucommerce.net/hubfs/Ucommerce%20and%20CMS%20Logo/Ucommerce%20logos/ucommerce-widelogo.svg" }, "name" : "Ucommerce Aps" } } ```