Learn to master Endear's CRM features with this Endear Academy course. Discover how to manage customer data, segmentation, and profiles effectively.

In this video, you'll learn how to create and save a customer audience in Endear. Learn how to layer the right filters to get to the right list of customers. 

How to Create and Save a Customer Audience

How to Build and Save an Audience

In this video, you'll learn how to use the Excel CSV customer importer to import new customers and update existing customers in Endear.

How to Import and Update Customers in Bulk Using an Excel File

Importing Customers with a CSV

Take a tour of the Tasks s section in Endear. Learn how to create a task and assign it to another member of your team. 

FINAL_Creating Tasks

Take a tour of the Tasks s section in Endear. Learn how to view tasks and see what you need to get done. 

FINAL_Viewing Tasks

Take a tour of the Notes section in Endear. Learn how to view, create, link, and delete notes.

Intro to Notes

In this video, you'll get an overview of creating notes and tasks from the customer profile

Notes and Tasks on the Customer Profile

Learn how to tag individual customers or bulk tag entire audiences at once. 

FINAL_Tagging Customers

AI-powered notes that capture and act on every detail of your store visits.

Book and manage in-store appointment offerings from end to end.

Send automated texts & emails that convert.

Engage and drive loyalty with personalized, two-way messaging.

Live chat with shoppers to drive sales, not support tickets.

Elevate outreach with interactive recommendations.

Platform Overview →

Read the latest articles and best practices for your retail strategy.

Downloadable retail resources to help you grow.

Video tutorials to get the most out of Endear.

Working with Endear's CRM

Notes and Tasks on the Customer Profile