Customers (CRM)
No separate customer list to keep. Every inquiry becomes a customer card
When a conversation comes in, a customer card is created, along with the service and channel it came from.
- Haneul Kim · vcraft · Email, KakaoTalk
- Acme Inc. · spear · Web form
- Doyun Lee · scaler · Email
Sample layout. Not real data.
Customer details are scattered across inboxes, spreadsheets, and services
→ When a conversation arrives, the sender is matched by email and kept as one person
You can't tell which service a customer contacted
→ Each customer shows the services and channels they used
Finding one customer means digging through several screens
→ Search by name or email, and see their conversation history on the customer page
Features
Created automatically
A customer card appears when a conversation comes in
Service and channel
See which service and channel each customer came from
Search
Find anyone by name or email
History and notes
See past conversations and leave notes on the customer page
Merge customers
If one person ended up as two cards, merge them into one
Per team
Customer data is split by team and opens only with that team's access
Deals and pipeline
In the works. Arrives with the contracts and deals product