Niche Engine
One record per person, from first click to payment
One person may register for a webinar, download a guide, text in and then pay. Niche Engine ties all of that to one record, so you can find anyone and see the whole story, including where they first came from.
What it does for you
Why teams use contacts and customers in Niche Engine
A complete timeline
Each contact shows their touches, webinars, bookings, emails, conversations, offer pages they read and what was reported to ad platforms.
Segments that matter
Filter by Textable, Qualified buyers, Attendees, Non-attendees or Opted out, or by source and tag, in a click.
Customers from Stripe
Your Stripe customers, subscriptions and payments appear beside the contact they came from, with collected revenue, refunds and monthly recurring revenue. No Stripe login needed to look.
Clean imports
Bring in a CSV of up to 5,000 rows, check it before it saves, and match existing people by email or phone so nobody is duplicated.
How it works
From setup to results in 4 steps
- 1
Contacts are created automatically from your forms, bookings, texts and payments.
- 2
Search or filter to find anyone, then open their record for the full timeline.
- 3
Add tags and notes, or switch which follow up they receive.
- 4
See paying customers with their plan, status and revenue on the Customers page.
Questions
Contacts and customers: common questions
Can we text imported contacts?
No. A spreadsheet is not consent. Imported people can be emailed, and become textable only by opting in through one of your forms.
Can I refund or cancel a subscription here?
Customer data is read only. Billing changes are made in Stripe, one click away from each customer.
What is attributed revenue?
Only payments made after the person's first tracked touch. It keeps a channel from getting credit for money paid before anyone saw the ad.
Works well with
More in Niche Engine
See contacts and customers working on a call
A 30 minute walkthrough of Niche Engine, Niche Content and Niche Community, shaped around your business. No slides, no pressure, just the product.