Know all about your Customers.

From followup to payment to all customer related attachment in one timeline view. your customer whole kundli.

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Features

Know All About Your Customers: Comprehensive Customer Management

In today's competitive business environment, understanding your customers holistically is crucial. Imagine having a tool that offers a complete timeline view of each customer's interactions, from follow-up to payment, with all related attachments and notes. This is akin to having a detailed "kundli" (astrological chart) for each customer, providing deep insights and helping you tailor your approach to meet their needs effectively.

Customer Timeline View

  • Chronological History: A detailed, date-wise log of all customer interactions, from the first contact to the latest communication.
  • Milestones: Key events such as initial inquiry, product demonstrations, contract signings, and renewals highlighted for quick reference.
  • Real-time Updates: Automatically updated with every new interaction or transaction.

    • Contact Information

  • Personal Details: Name, address, phone numbers, email addresses, and preferred communication channels.
  • Company Information: Business name, industry, role, and company size if applicable.
  • Social Media Profiles: Links to LinkedIn, Twitter, and other relevant social media accounts.

    • Interaction History

  • Emails and Calls: Logs of all email exchanges and phone calls, including summaries and important notes.
  • Meetings and Appointments: Details of past and upcoming meetings, including agendas and minutes.
  • Support Tickets: Records of all support requests, issues reported, and resolutions provided.

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