A 360-Degree View of Your Customer Relationships
Build stronger relationships with a complete history of every customer. From their first inquiry to their latest invoice, access all the data you need to provide personalized service and support.
Why Businesses Love This Feature
Designed to solve specific pain points in your workflow.
Unified Customer View
See profile, orders, tickets, and files in one screen.
Better Retention
Personalize interactions based on past history.
Data Security
Role-based access protects sensitive customer info.
More Modules
Lead ManagementAuto Lead DistributionContact ManagementQuotation ManagementSales OrderJob OrderInvoice & BillingDelivery OrderContract ManagementTask & ActivityFile SharingUser & RoleDashboard & ReportingFeature Highlights
Activity Timeline
Chronological view of emails, calls, notes, and purchases.
Document Association
Link contracts, proposals, and images directly to the contact.
Grouping & Segmentation
Tag and categorize contacts for targeted marketing campaigns.
One-Click Actions
Call, WhatsApp, or Email directly from the contact profile.
Frequently Asked Questions
Is my customer data secure?
Yes, we use enterprise-grade encryption and allow you to set strict permission levels for staff access.
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