Customer 360
Every order, ticket, affiliate link, and health data point for every customer — unified across all 8+ stores in one scrollable profile.
Lifecycle Pipeline
Visualize your customer funnel from new lead to champion. Click any bar to drill into the exact accounts at each stage.
AI Enrichment
Hypatia automatically finds missing EIN, NPI, license numbers, addresses, and practice info — then waits for your approval before writing anything.
Completion Queue
See every wholesale customer missing required docs. Preview the branded request email, then send with one click — or skip with a note.
Smart Automation
RFM scoring runs nightly — champions, loyal, at-risk, lapsed, and churn-risk buckets update automatically. No manual segmentation.
Affiliate Overlap
Instantly see which customers are also affiliates across any store. Cross-link their affiliate code, balance, and history without leaving the profile.
Team Tasks & Assign
Assign accounts to reps, set follow-up dates, log calls, meetings, and emails — all synced to hyTeams tasks and hyCalendar automatically.
Quick Outreach
Send branded email or SMS to any customer from their profile. Win-back, NPS, reorder nudges — with suppression and compliance built in.
Data Integrity
Duplicate detection, segment validation, orphan order audit, and cross-store identity matching keep your data clean without manual work.