Know the person behind the purchase.
Keep notes, tags, preferences and custom fields in each customer profile. Give every team the information it needs for a relevant conversation.
See the customer. Understand the relationship.
Bring conversations, support tickets, notes and loyalty behaviour into one customer view, so every interaction starts with the right context.
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Customer profile
NSRegular visitor
Nour Salem
Example customer · Gold member
Customer notes
Prefers a message before collecting an order. Interested in the new collection.
Team note · exampleCustom fields
- Preferred branch
- City Centre
- Product interest
- New collection
TagsClick & collectNew collection
One inbox. A clearer conversation.
Manage conversations and support tickets from one inbox, with the customer’s history, rewards and notes close at hand.
From behaviour to meaningful segments.
Turn purchase activity, loyalty behaviour, tags and profile data into useful customer segments for service and marketing.
Keep the next step in sight.
Assign follow-ups beside the customer’s notes and tickets. Your team can return to every conversation knowing what happened and what comes next.