RFM from deals and payments
Recency of the last purchase, frequency, value — for each client over a period. “Key”, “regular”, “dormant” and “new” segments are calculated automatically.
Sell
Client segments and bulk actions without duplicates
Krokul segments clients by RFM and ABC/XYZ from your own deals and payments. You see who is drifting away within a month, not a year, and assign those clients a bulk task.
Available from the Margin plan, $399 per month, 5,000 transactions included
Segments
Add a segmentManual segments
Show archived| Title | Counterparties | |
|---|---|---|
| Key | 3 counterparties | |
| Subscribers | 2 counterparties | |
| One-off | 2 counterparties |
What it looks like without Krokul
A client who ordered every month for two years hasn’t ordered in three months. Nobody noticed: the rep is busy with new ones.
The “win back dormant clients” campaign is built from an Excel export; compiling the list takes a day, and half of those clients have already come back on their own.
Twenty percent of clients bring in eighty percent of revenue, but who exactly those twenty are is a rough guess — and everyone gets the same service.
What Krokul does
ABC/XYZ by revenue and stability
A — clients who bring most of the revenue; X — clients who order steadily. An AX client is served differently from a CZ one, and it shows on the record.
Transition history
Who moved between segments this month: from “key” to “dormant” means a call today. Segment changes are written to the client’s activity feed.
Bulk tasks without duplicates
From a segment, create a task for reps on every client in one go; clients who already have an open task of that type don’t get a second one.
How it works
Krokul calculates segments
For the period you choose, using threshold rules you can adjust. The calculation runs on payments and won deals — nothing to enter.
See who moved where
History report: movements between segments over the month, with amounts. The segment is also visible on the client record.
Create a bulk task
Pick a segment and assign a “call and make an offer” task to everyone, without duplicates. Each task sits on its own client’s record, with an owner.
Check the result
A month later, the same report: how many came back, how many didn’t. No exports.
Result
- A client who is drifting away becomes visible the month it starts.
- A win-back campaign launches in minutes, not after a day of building a list.
- Key clients are named one by one, and the team knows who it can’t afford to lose.
What’s not included
Krokul doesn’t send bulk emails or messages from a segment — it assigns tasks to people or hands the list to your email service via export or the API. There are no segments based on website or product behavior — only on deals and payments.
Questions
What is RFM calculated from?
From payments or won deals — your choice — for the selected period. Segment thresholds can be adjusted to fit your business.
Can I create my own segment?
Yes: a saved filter on client company and deal fields works as a segment and supports bulk tasks too.
What does a sales rep see?
The client’s segment on its record, campaign tasks and segment changes in the activity feed. The report across the whole base depends on role permissions.
How is this different from segmentation in an email service?
An email service knows who opened an email. Krokul knows who paid, how much and when, so segments reflect money, and the task goes to the rep who knows the client.
How much does it cost?
Segments and bulk actions unlock on the Margin plan — $399 per month. Campaign tasks don’t count as transactions.
See which clients are drifting away
Bring over a year of payments or deals — and the segment report shows who to call this week. One action assigns the task to all of them.
Unlocks on the Margin plan together with cost and completion certificates.