Customer records you can trust in every system
Your CRM, inbox and databases stop contradicting each other. Everyone sees the same up-to-date record, without anyone updating it by hand.
The mess it clears up
Customer details end up in a CRM, a spreadsheet, an inbox and someone's phone. Each one says something slightly different. A call is made to a number that changed last month. A quote goes out to a contact who already said no.
The cost builds up slowly, through out-of-date records and half-finished entries.
What you end up with
- New contacts and enquiries are filed in the right place automatically.
- Email conversations are linked to the right customer record.
- Duplicates and stale entries are tidied rather than left to pile up.
- Your systems share information, so you stop retyping it.
- You can find the history of a customer in seconds.
One customer, before and after
- Contact
- Listed twice, spelt two ways
- Phone
- An old number, changed last month
- Status
- New, although they turned the quote down
- Last contact
- Unknown
- Notes
- In one person's inbox
- Contact
- One entry, used everywhere
- Phone
- The current number
- Status
- Quote declined, with the reason
- Last contact
- Their latest email, linked
- Notes
- Every call and email attached
Who gets the most from it
Businesses that already collect customer details but struggle to trust them, and those about to outgrow a spreadsheet. It also helps when more than one person touches the same customer.
Your tools decide the plan
What we connect, and how far it can go, depends on what you already run. Send us your list and we will tell you what can be connected.