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Products › Customer records (CRM)

Know every customer before they walk in.

One profile per customer, with their bookings, orders, spend, preferences and consent together, so your team can welcome them properly and market to them fairly.

One record for every customer

See the whole person, keep the list clean and find the right people.

The whole customer on one screen

Visits at every site, spend, preferences and consent, before they walk in.

  • Bookings, stays, orders and till sales together
  • Dietary needs, occasions and notes
  • Marketing consent with where and when it was given

Included with customer records

Everything you know about a customer, in one place.

One profile per customer

Bookings, stays, orders, till sales, loyalty and events all join the same record. No more five versions of the same person in five systems.

Duplicates merged

Find and merge duplicate records, with a full audit trail of what was combined and by whom. Your counts and reports stay honest.

Preferences that matter

Dietary needs, likes, occasions and your own custom fields, ready for your team before every visit.

Segments in plain English

Build audiences from spend, visits, behaviour and custom fields. Describe the group you want in plain English and get a draft segment to check and save.

Consent you can prove

Marketing consent is recorded with where and when it was given. Erase or anonymise a customer everywhere when they ask.

Easy imports

Bring in lists from spreadsheets with duplicates checked, lists cleaned and consent captured as they arrive.

Every feature, in detail

Everything below comes with every plan, at one price per site, with no add-ons or per-user fees. Open each area underneath for the rest.

Every plan
What sets it apart
Every customer linked across email, phone, Wi-Fi device and card payment, automatically✓ Included in every plan
A discount habit and best time to email kept for every customer✓ Included in every plan
See which contacts your own team is connected to on LinkedIn✓ Included in every plan
Ask Co-Pilot for a segment in plain words and save the draft it builds✓ Included in every plan (Beta)
One record per customer
Bookings, stays, orders, loyalty and events on one profile✓ Included in every plan
Lifetime spend, value and visit count kept up to date✓ Included in every plan
Duplicates merged, with bookings and history moved across✓ Included in every plan
Your own questions and preferences, such as dietary needs✓ Included in every plan
Company records for business customers✓ Included in every plan

More features, by area

5 features

FeatureEvery plan
Tags you create, with a count for each✓ Included
Smart segments that update themselves✓ Included
Describe a segment in plain English and get a draft to check✓ Included
Tags added automatically by rules you set✓ Included
Bulk changes to thousands of contacts✓ Included

5 features

FeatureEvery plan
Spreadsheet imports, with companies, deals and new fields mapped✓ Included
Duplicates and bad email addresses skipped on import✓ Included
Export everything you hold about one customer✓ Included
Erase a customer everywhere in one step✓ Included
Rules that tidy up old records for you✓ Included

9 features

FeatureEvery plan
An intent score for each company from visits, replies and meetings✓ Included
New auto-tag rules suggested from customer behaviour✓ Included Beta
Champions, at-risk and lost customers scored every night✓ Included
How well a visiting company fits your ideal customer✓ Included
Every past import, with its status and result✓ Included
An insights summary on every contact✓ Included
A contact’s Wi-Fi sign-in history✓ Included
Engagement signals for each contact✓ Included
Your website personalised live from customer data✓ Included

3 features

FeatureEvery plan
Your own lead statuses✓ Included
Your own branded click-tracking domain✓ Included
Star the contacts you use most✓ Included

1 feature

FeatureEvery plan
Award points or rewards to a filtered group of contacts✓ Included Beta

5 features

FeatureEvery plan
Send a segment to an ad platform as an audience✓ Included
A segment kept in step with a Meta or Google audience✓ Included
Company size and sector filled in from Companies House✓ Included
Contacts and deals synced in from the CRM you use today✓ Included
Two-way sync with Microsoft Dynamics 365✓ Included

4 features

FeatureEvery plan
See when a segment failed to refresh✓ Included
A safety limit on huge segment changes✓ Included
Someone who says “stop” on social is never marketed to there✓ Included
LinkedIn “remove me” replies honoured✓ Included

Make it yours. Let it do the legwork.

Work three ways: do it yourself, ask your AI teammate, or let them draft it and take over. A draft lands as a normal item you can edit, not a block of text to copy and paste.

Segments in the mDOS CRM that update themselves: abandoned bookings, guests acquired through paid channels, engaged guests
1
MAKE IT YOURS

Your fields and segments

Add your own questions, tags and fields, and build segments that update themselves as customers change.

Possible duplicate customers in mDOS, grouped by a shared phone number or name, ready to merge
2
IT DOES THE LEGWORK

One customer, linked up

Email, phone, Wi-Fi device and card payment are linked to one customer automatically, and duplicates are merged.

A segment in mDOS: customers tagged Regular who opted in to email, with a live count of 14 contacts
3
YOUR AI TEAM

Co-Pilot drafts it, you take over

Do it yourself: build a segment rule by rule.

Ask Co-Pilot: Co-Pilot builds the segment from a plain-English request.

Or take over the draft: it lands as a draft segment with a live count, saved as a normal segment in one click.

What the AI team sent back for a demo hotel’s Christmas parties brief: a nurture email, social posts with generated pictures and a landing page with an enquiry form

FREE · NO ACCOUNT · NO CARD

Try the AI agents free (Beta)

Give it a simple brief and the AI team builds a campaign, emailed to you with a read-only link. The picture shows what came back for a demo hotel’s brief.

  • Sienna, Marco, Rosa and 6 more desks
    Strategy, emails, social posts, a landing page and ads, checked for brand and compliance

What it replaces

Customer lists scattered across your booking system, your email tool and your till.

Separate CRMs

SevenRooms CRM and HubSpot keep their own copy of your customers, which drifts out of date the day you set it up. Here every booking, order and sale already lands on one record, with nothing to sync.

Email-tool audiences

Mailchimp and Klaviyo audiences go stale the moment you export them, and their pricing grows with your list. Your segments update themselves from real visits and spend.

Manual GDPR work

Finding someone in every system to delete them can take hours and is easy to get wrong. Here erasure reaches every record in one go, and data-retention rules tidy up old records for you.

YOUR AI TEAM, ON CUSTOMERS

It keeps your customer list healthy

Switch it on and it works around the clock. Nothing goes out without your approval.

Segment drafts

Turns a plain-English description, such as "regulars who haven’t visited since summer", into a draft segment for you to check, adjust and save.

List health review

Checks which groups of customers have stopped opening your emails, so you can win them back with a better offer or give them a rest before they unsubscribe.

Consent records audit

Checks recently added contacts have a clear record of how and when they agreed to hear from you, and flags any that don’t before they’re emailed.

Set up by real people, supported by AI. Our team brings your customer lists together from your old systems and cleans them with you, and the AI team keeps them healthy and well-segmented once you switch it on.

Switch at your own pace

Keep your current CRM or email tool while its contract runs out. We bring your customers, their history and their consent records across, merge the duplicates, and agree a switching plan that keeps your marketing running. It’s phased, never all or nothing.

How switching works

Three things no one else brings together

Customer records are only as good as what you do with them. mDOS adds AI agents that keep the list healthy and marketers who put it to work.

mDOS Visitor Intent: a company visiting the website scored Hot 94, with its visits and pages viewed, under the intent filters

World-leading software

One profile per customer with bookings, orders, spend, preferences and consent together, shared by every part of mDOS.

See the software →
Four members of the mDOS AI team: Quinn (data, reporting and insight), Ivy (copywriting and content), Priya (reviews and reputation) and Theo (paid media)

Tireless AI agents

AI agents turn a plain-English description into a draft segment, check which groups have stopped opening your emails and flag contacts without clear consent.

Meet the AI agents →
The Mr Digital team walking together across a footbridge

Real experts driving it

Our team brings your lists together from your old systems and cleans them with you, and partner marketers plan the campaigns that bring customers back.

Meet the people →
WORKS WITH YOUR TOOLS

Keep the tools that work for you. Replace the ones that don't.

Keep your CRM and website. mDOS adds the outreach, ads and reporting, and keeps your records in step.

Keep it. We connect to the systems you already rely on, so data flows into one place.
Or replace it. Switch over when you're ready, one system at a time. It's all included in mDOS.
See all integrations
CRM
HubSpotBeta
SalesforceLive
PipedriveLive
Zoho CRMLive
WEBSITE
WordPressLive
WebflowBeta
ADS AND EMAIL
LinkedIn AdsLive
Google AdsLive
MailchimpLive

Support from a real marketing team

mDOS is built and operated by MDOS AI LTD. When you message or phone us, real Marketing Experts answer, on every plan, led by our Founding Partner Agency, Mr Digital. Here are five ways we help you get results.

Chat with our marketing experts

Message us from any screen in mDOS. The people who answer are marketers from our partner agencies, not a call centre.

  • Live chat on every plan, from the Chat button on every page, and you can phone us when you need to
  • Answered by marketing experts from our partner agencies, the same people who run marketing for clients
  • Ask about the software or your marketing: setup, campaigns and results
  • AI support for quick answers whenever you need one

Included in every plan

Book a call

The mDOS Chat panel on the Your mDOS team room: a hotel asks for help planning an email and social push for Sunday lunch, and a strategist from the mDOS team replies

Questions about customer records

From everything you run in mDOS: bookings, stays, orders, till sales, loyalty, events and forms. Every one of them adds to the same customer record.
Yes. Imports check for duplicates, clean the list and keep the consent each person gave.
You can export a customer’s data or erase it everywhere in one step. Consent is recorded with where and when it was given.
Yes. Each customer has one record across every site, and access can be limited so each team sees only what it needs.
Two-way sync with outside CRMs is switched on per connection, with our team. Ask us in your demo whether it fits your set-up.

Included in every plan

Customer records come with everything else in mDOS, at one price per site. No per-user fees, however many of your team use it.