Always know your customer
With customer profiles, obtain a complete picture of your customers and their interactions with you. Store relevant
business information such as contact details, zone, etc. so that your time isn’t wasted in recalling their data.
Because not all customers are the same
Classify your clients based on custom parameters such as
zone and nature of business. Label and grade your entire
customer base, and add VIP tags to the most important ones.
Segregate your efforts using effective pockets
Get a segregated view of your active and prospective
customers. Create separate workflows and ground rules
for them, and make sure your team is spending their
efforts on the best cases.
Set and forget
Set different rate plans for individual customers and
design a differentiated pricing strategy. Easily recall
individual rate cards for each customer and quickly
generate new orders.
The past helps you excel
Store and view your customers’ history and activities,
such as previous orders, number of quotations and invoices
sent, payments received, complaints received, meeting and
email history, etc.
Belated wishes don’t count
Always keep your brand in your customer’s mind by
delivering wishes on their birthday, anniversary
and other special occasions.
Patterns to help you get your
meetings in order
Create routes for individual customers and ensure that
your agents are meeting them on time.
Zones where magic happens
Lay down identifiable customer zones and segment your
customers based on their operating locations.
Be on time, all the time
Schedule tasks and customer follow-ups and easily manage
them with timely reminders and alerts.
Save multiple contacts within
each customer profile with
important details like
department and designation.
Quickly add and manage
multiple branch offices
and sub-offices to a
Create and attach order contracts
and agreements to the relevant
Avoid data duplication by
merging duplicate contacts
into one single profile.