Customer Profiles and Relationship Management

Traci McKinney

Director, IT Delivery (Leader Tools)

Mar 6, 2026

Keep Your Customer Relationships Organized

Strong relationships are at the heart of every wellness business. The dōTERRA Pro app helps you keep track of your customers in one place, making it easy to see their order history, preferences, and recent activity.

Understand Your Customers Better

Each customer profile provides helpful insights that allow you to better understand their needs. You can quickly see when they last ordered, which products they enjoy, and when it may be time to check in and offer support.

Connect When It Matters Most

Whether you want to send a recommendation, follow up on a previous conversation, or simply check in, the app makes it easy to reach out directly from a customer profile. This helps you build stronger relationships and provide a more personal experience.