Get to know your customer contacts better
(and build stronger relationships)

Give your customers exceptional service with a complete view of every interaction. Organise customer contact details, track communication, and personalise your marketing with just a few clicks.

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Know your customer contacts better

Centralise contact data: Get a 360-degree view of each customer, with all their contact info, order history, and notes in one place.
Link contacts to accounts: Easily manage B2B relationships and understand the buying patterns of each business.
Track customer interactions: Never miss a follow-up or customer question. See every conversation, order, and quote in one spot.
Add notes: Personalise your service by keeping track of customer preferences, important dates, and special requests.
Manage permissions: Simplify website logins and protect sensitive data by controlling what each customer can see and do on your website.
See your customer relationships at a glance: Quickly understand each customer's buying history, open quotes, and past interactions to provide better service.
Create marketing lists: Target your promotions and offers to the right customers, based on their interests, purchase history, or other criteria.