CRM
Know who you’re talking to.
Keep contact details, communication preferences and relevant forms, events and reward activity in one record. Give your team the context they need before following up.
CRM
Keep contact details, preferences and relevant customer activity together.
What you can do.
Keep customer contact details, preferences and relevant event, form and reward activity together. Give your team useful context before the next conversation.
See the person and their history
Keep contact details and relevant registrations, responses and reward activity together.
Add contacts in different ways
Enter details or collect them through connected forms, events and other supported tools.
Keep preferences visible
Record consent and communication preferences alongside the contact.
Work as a team
Use permissions and organisation access controls so the right people can see the records.
A clear way to get started.
- 01
Add or collect contact details
- 02
Review relevant activity
- 03
Check recorded preferences
- 04
Choose the next action
Where it can help.
Prepare for a customer call, follow up after an event or keep partner details up to date. See the relevant history and recorded preferences before you get in touch.
- Event and attendee management
- Customer and partner engagement
- Supplier and stakeholder records
- Reward and campaign audiences
- Follow-up and relationship management
Keep the details from each interaction.
Collect information through forms, manage event attendees or choose the right audience for a newsletter.
A few useful
answers.
What does CRM mean here?
Customer relationship management: a place to keep contact details, communication preferences and relevant customer activity together.
Do I need a large sales team?
No. It is useful whenever you need to keep track of customers, guests, members or other contacts.
Can contacts be added without a form?
Yes. Contacts can be added manually or through the supported import and connected tools.
Can another business see my contacts?
Customer records are scoped to your organisation and its access permissions.
Have something in mind?
Tell us how you keep contact records today and what your team needs to see. We’ll help you work through records, access and connected tools.