Understanding customer segments
See who your loyal customers are, who's new, and who's at risk of leaving.
Go to CRM → Segments to see your customers grouped automatically into:
- Loyal — your steady, repeat customers.
- At Risk — customers who used to buy regularly but have gone quiet.
- New — customers you've only recently gained.
You don't assign these yourself — BusinessCopilot recalculates them automatically based on real purchase activity. Each group shows how many customers are in it, along with revenue and average customer value, so you can see where to focus — for example, reaching out to your "At Risk" group before you lose them for good.