Understanding the Customer Management Module

Understanding the Customer Management Module

Our Customer Management module helps you track and nurture relationships throughout the customer lifecycle.

Key features include:

  • 360° customer view with complete interaction history
  • Automated follow-up sequences
  • Custom fields for industry-specific information
  • Task assignment and tracking
  • Integrated communication tools

To get started, navigate to "Customers" in the main menu and click "Add Customer" to create your first entry. Import existing customers using our bulk import tool.

For best results, ensure all customer interactions are logged in the system to maintain accurate relationship history.

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