The Dashboard is your home base within the CRM. It gives you a quick snapshot of customer activity, highlights accounts that need attention, and keeps your follow-up tasks front and center.

My Customers vs. All

• My Customers: Shows data only for customers assigned to you. This is the default view.
• All: Shows data for every customer in your facility.

Summary Cards

• Active Customers: The total number of customers with activity.
• Orders This Month: The number of orders placed during the current month.
• Revenue This Month: The total dollar amount from orders this month.

Dashboard Sections

• Needs Attention: Customers with no interactions logged. Hover over a name and click the pencil icon to quickly log an interaction.
• At-Risk Accounts: Customers with no orders in 30+ days. A red badge shows days since last order.
• Follow-Up Tasks: Tasks assigned to you that are due this week.
• Recent Activity: The latest interactions logged for your customers.
• Top Customers: Your customers ranked by total revenue.

Logging interactions helps your team keep a record of every touchpoint with a customer. You can log an interaction from the Dashboard (pencil icon) or from a Customer Detail page.

1. Click the pencil icon next to a customer in Needs Attention, or click “+ Log Interaction” on a Customer Detail page.
2. Select the Type of interaction: Phone Call, Email, In Person, Text Message, or Note.
3. If needed, enter a Follow-up Date. This automatically creates a follow-up task.
4. Add a brief description in the Notes field.
5. Click Save.

The Customers page gives you a full list of all customers in your facility. Use the search bar and filter dropdowns at the top to quickly find specific customers. You can filter by assigned rep, last interaction, last order, total spend, and order count. Click any column header to sort the list.

Click on any customer name to open their Customer Detail page.

You can manually add a new customer directly in Hashio. This is especially useful if you do not use a marketplace like Apex or LeafLink for ordering. Customers created through Apex or LeafLink will automatically sync into Hashio through the Fulfillment section and also appear in the CRM.

1. On the Customers page, click “+ Add Customer” in the top-right corner.
2. Fill in the customer details:
   • Name (required): The business name of the customer.
   • Nickname: An optional display name.
   • Contact Name: The primary contact person for the business.
   • License Number: The customer’s license number.
   • Email: The customer’s email address.
   • Phone: The customer’s phone number.
   • Address, City, State, Zip: The customer’s mailing address.
3. Click Create Customer.

Click on any customer’s name to open their Customer Detail page. This is the central hub for everything related to that customer.

Assigning a Sales Rep

Click the “Assign reps…” dropdown at the top to assign one or more sales representatives. Anyone added to your facility can be assigned as a rep.

Customer Info

Click the Customer Info dropdown to view contact name, email, phone, address, and license number.

Summary Cards

• Total Spend: The total dollar amount the customer has spent.
• Avg Order Value: The average dollar amount per order.
• Orders: The total number of orders placed.
• Last Order: The date of the most recent order.
• Order Frequency: The average number of days between orders.
• Days Since Order: How many days since the last order. Appears in green when recent.

Click “+ New Order” in the top-right corner to create a new order for this customer.

The Customer Detail page has four tabs: Interactions, Orders, Analytics, and Contacts.

Interactions Tab

The default view. Shows a timeline of all logged interactions. Click “+ Log Interaction” to add a new entry. Toggle “Show All History” to include order history in the timeline.

Orders Tab

A complete list of all orders showing Order number, Date, Status, Platform, and Total. Click any order number to open the order fulfillment page in a new tab.

Analytics Tab

The Analytics tab provides deeper insight into purchasing behavior:

• Spending Overview: Average monthly spend, spend trend (vs. prior 3 months), and order frequency.
• Monthly Spend (Last 12 Months): A table showing each month’s order count and total spend with a visual bar chart.
• Frequently Ordered: Products ordered most consistently, with order count and frequency percentage.
• Top Products by Revenue: Products ranked by total revenue, showing quantity and dollar amount.
• Activity Heatmap: A visual calendar showing interactions (green), orders (light blue), and both (dark blue). Hover over any square to see details.

Contacts Tab

Shows all contacts linked to this customer, including name, title, email, phone, and primary contact status.

The Contacts page (top navigation within CRM) shows a master list of all contacts across all customers. Use the search bar to find a contact by name or email.

Adding a Contact

1. Click “+ Add Contact” in the top-right corner.
2. Fill in the contact details:
   • Customer (required): Search for and select the customer this contact belongs to.
   • First Name (required): The contact’s first name.
   • Last Name: The contact’s last name.
   • Title: The contact’s job title.
   • Email: The contact’s email address.
   • Phone: The contact’s phone number.
   • Primary Contact: Check this box to mark this person as the primary contact.
   • Notes: Any additional notes about this contact.
3. Click Create Contact.

The Settings page lets you configure how follow-up tasks are handled within the CRM.

Default Task Board

When a follow-up task is created from logging an interaction, it can automatically be added to a task board you select here. This lets you route tasks directly to the right team.

1. Navigate to CRM > Settings.
2. Click the Default Task Board dropdown.
3. Select the board where follow-up tasks should be created.
4. Click Save Settings.