LoginTry for FreeBook a Demo
CUSTOMER MANAGEMENT

Know every customer. Personalize every conversation.

Manage every contact, company, conversation, and customer activity from one connected CRM.

Try for FreeBook a Demo
PS
Priya Sharma
Prime Realty · Ahmedabad
QUALIFIED
PHONE
+91 98••• ••210
EMAIL
priya@primerealty.in
SOURCE
Meta Ads · Monsoon
OWNER
Meera · Sales
Hot lead2BHK₹85L budget
ChatsCallsEmailsDeals
RM
Rahul Mehta
Contact record
PHONE
+91 98••• ••118
EMAIL
rahul@mehta.co
STAGE
Contacted
OWNER
Dev · Sales
SYNCED FROM
ExcelWhatsAppMeta AdsGoogle AdsWebsite forms

Contacts

Keep every lead and customer organized in one place.

Add contacts manually, import them from Excel, capture them through lead forms, or automatically sync them from WhatsApp, Meta Ads, Google Ads, website forms, and other connected sources.

What More You Can Manage
Customer name, phone number, and emailLead source and campaign detailsTags and custom fieldsAssigned sales representativeLead stage and deal statusContact owner and departmentNotes, tasks, and remindersCommunication preferencesPurchase and enquiry history
New segment
Lead stageisQualified
AND
LocationisAhmedabad
AND
SourceisMeta Ads
Add condition
1,284
customers in this segment

Customer Segments

Build targeted lists without filtering data by hand every time.

Build highly targeted lists for your sales, marketing, support, and retention teams without manually filtering data every time. Create dynamic customer segments using customer details, lead stages, purchase behavior, tags, engagement activity, and custom attributes.

Create Segments Based On
Lead stageCustomer locationAssigned sales representativeSource or campaignTags and labelsPurchase historyProduct or service interestLast activity datePending quotationsCustomer lifetime valueCustom fields
KN
Kavya Nair
360° profile
WhatsAppCallsEmailsDealsTasks
Hi, is the 3BHK still open?
Yes! Shall I share the brochure?
Please do 🙂
14
Chats
6
Calls
2
Open deals

360° Customer Profile

Give your team the full customer context before every conversation.

Access contact details, WhatsApp chats, calls, emails, quotations, deals, notes, tasks, forms, and activity history into one customer profile.

View Everything In One Profile
Basic contact detailsWhatsApp conversation historyCall logs and recordingsEmails sent and receivedNotes and internal commentsOpen deals and quotationsTasks and follow-up remindersLead stage and statusForm submissionsCampaign source detailsTags and custom fieldsPurchase or service history
Activity timeline
Lead form submitted
Website · Jul 3, 10:12
WhatsApp reply received
AI Agent · Jul 3, 10:14
Call · 8 min
Meera · Jul 4, 15:40
Quotation emailed
₹85L · Jul 5, 11:02
Deal moved to Won
Jul 8, 17:20

Customer Timeline

See every customer interaction in one clear timeline.

From the first lead form submission to the latest WhatsApp reply, your team can quickly review the customer journey without struggling through different systems.

Track Activities Such As
Lead form submissionsWhatsApp messagesCall logsEmail activityNotes added by team membersTasks created or completedLead stage changesDeal updatesQuotations sharedPayments and booking updatesCampaign interactionsAutomation activityTag and owner changes
WHY CUSTOMER MANAGEMENT

Turn customer data into better conversions.

Centralized customer databaseContacts and company managementSmart customer segmentsComplete communication history360° customer profilesUnified customer timelineLead ownership and routingCustom fields and tagsTask and follow-up trackingSales and support collaborationBetter personalization across channelsFaster response with complete context
BUILT FOR

Teams in every industry.

Real EstateITHealthcareEducationTours & TravelsFinance

Give your team complete customer context in one CRM.

Start your 14-day free trial — no credit card required.

Book a DemoTry for Free
WhatsApp