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Smart Customer & Contact Management

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Smart Customer & Contact Management

Build sustainable relationships with your customers, leads, and subscribers.

Manage Users with Life State

Prioritise users using life stages & compartmentalise your service. Respond to contacts according to importance and urgency, ensuring that your important clients enjoy premium service.
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Note the Important Stuff

Add reminders, information, comments, and messages in any user's profile. While offering a good view of milestones they also offer valuable insights into client behaviour.
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Built-in Mail Communication

Manage your correspondence directly from the user's profile through the integrated mailing system. Collate all email communication from any existing email system.
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Log Different Activities

Record calls, meetings, emails and SMS that have already taken place to keep track of activities. Include the dates and times, and assign to agents who were involved in it.
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Schedule a Meeting or a Call

Schedule meetings between your customers & representatives. Notify with follow ups on calls or emails.
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Assign Tasks to Agents

Quickly assign tasks to any of your CRM agents from within a user's profile. Stylise the text to highlight important segments. Set time & date deadlines.
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Advanced Contact Filtering

Pin point the customer(s) you are looking for. Use search segments to create numerous parameters & And/Or conditions. Filter also only using life stages.
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Filter with Saved Searches

Provide speedy support by using saved search segments. Once you create a complicated filter, you can bring the same results without building it all over again.
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Get a good view of your Contacts

You will find all your contacts listed here. This page gives you some important details beside the contact name, such as:

  • Email Address
  • Phone
  • Life Stage
  • Contact Owner
  • Date Created

Manage Your Contacts

You can manage your contacts from this page. If you hover over a contact, you will get few options such as edit, view and delete. Clicking on the edit options lets you edit your contact and the delete option deletes it.

You can also use the search bar to look for any contact you want. There is a Search Segment option that lets you use different conditions to create saved searches.

You can also click on the view button to get details of your contact. This is how the detailed contact page looks like. It holds all the information that you collect in an organized manner. You can add notes, schedule activities and also tasks.

There is a timeline wise activity log that shows your interaction with that specific contact. If you add the contact to a specific contact group, you will find it at the bottom of this page.