Get transparency and visibility
The Cleverbridge platform provides powerful tools to help you navigate and manage the entire customer transaction lifecycle with precision and efficiency. You can monitor purchases, as well as access a centralized view of all key customer interactions and related operational data—enabling proactive support, faster issue resolution, and improved decision-making.
These are just some of the actions that you can easily access using the Manage > Search page in our web admin tool:
- Quickly locate and review purchase records, including order status, product details, payment methods, and license delivery.
- Access customer profiles and their full transaction history to gain insights into behavior and engagement.
- View history entries to understand past communication, internal notes, and interaction context.
- Track follow-ups to ensure timely responses to open issues or pending requests.
- Analyze error logs to identify and resolve processing problems or failed transactions.
- Save and reuse custom search bookmarks to streamline repetitive support, audit, or reporting tasks.
By providing unified access to this diverse set of records, the Cleverbridge platform empowers your teams—whether in customer service, sales, operations, or finance—to take informed action and deliver a seamless, consistent customer experience.
Purchases
Purchases are the associated records of the orders placed by customers on the Cleverbridge-hosted checkout pages. Each purchase is assigned a unique reference number and a status by the Cleverbridge platform. The status of a purchase describes the current state of the purchase, such as quote, paid, or refunded.
Customers
Customers are individuals or organizations that purchase your products. Every time a purchase is made, a customer record is created and displays in the Customer viewer. The Customer viewer displays contact information for the customer, as well as details about the purchase.
History entries
History entries are detailed notes about the customer interactions and transaction events that occurred after an initial purchase. They are vital to discerning what has happened and what must still be done with regard to purchases.
Follow-ups
A follow-up is a reminder about open product and purchase issues. You can set up Personal follow-ups for individuals, such as yourself. Alternatively, you can set up General follow-ups as an internal information tool for departments/offices in your organization.
Error logs
The Error Log provides an overview of purchase errors and is used to identify and solve purchase-related problems as they occur. All the purchase errors appear in the Error Log Summary table of our web admin tool.
Bookmarks: save advanced search results
Multiple business processes, including customer support, analytics, and billing often rely on recurring search patterns. To make this process faster and more efficient, we're introducing Bookmarks: predefined search parameters that can be easily saved and reused in our web admin tool, streamlining daily tasks and reducing manual effort.
Universal "Search by" panel
The Search by Panel is a global search utility available from any page within the Cleverbridge web admin tool. Positioned to the left of the client name—adjacent to the navigation history and help icons—it provides instant access to specific platform entities by their ID. Search by panel