A Customer Card That Tells the Whole Story
Everything related to a customer — calls, emails, WhatsApp, deals, signed documents, service tickets, and reminders — all organized in one card.
When a customer calls, your rep instantly sees the full history and can provide precise, fast service. No more asking "who are you and what happened."
- Full communication history — phone, email, WhatsApp
- All deals, quotes, and signed documents
- Smart tags and segmentation (VIP, new, hot)
- Team notes and follow-up reminders
- Automatic activity timeline