Customer management module
Every customer on one card: calls, messages, bookings, payments
A customer's entire history sits on one card: bookings, payments, call notes, appointments, calls and consents. Agents open it instead of searching; segments and reminders work on their own.
Real screens · demo dataCustomer card: timelineHighlights of the Customer Management module
Details, segment, current account balance and membership status; booking, payment, call note, appointment and call history in tabs. Recent calls with direction, line and duration; listening to recordings depends on permissions.
Bronze, Silver, Gold, Platinum and VIP based on booking behavior; reset annually. Segments can also be changed manually.
An appointment is created; when the time comes, a reminder window opens and can be snoozed or rescheduled.
Call notes with positive, negative and “price given, thinking it over” outcome codes; history pages and filters.
“Call me” requests from web forms and the call center are assigned to the right consultant based on availability. Corporate, group and individual request types; outcome codes; transfer and archive.
Duplicate records are detected and merged; soft deletes can be undone.
Opt-out records, recent messages and the WhatsApp Business source are shown on the card. The customer's language is one of five options; messages and documents are sent in that language.
Segment, booking, room night and spending filters; 14 sort options; sending members a login link.
How does it work in three steps?
Phone, form or message; a card is created or matched to an existing one.
Notes, appointments and quotes are recorded on the same card; callback requests go to the right consultant.
The reminder window opens when the time comes; the segment updates based on sales.
Customer Management by plan
Items marked as add-ons can be added separately to lower plans. See the comparison of all plans and add-on prices on the pricing page.
Integrations this module uses
Frequently asked questions about Customer Management
What happens if the same customer is registered twice?
Which customers can a consultant see?
Which plan includes it?
Modules it works with
Call Center
PBX inside the CRM: when the phone rings, the customer card opens
From Premium upward; add-on for lower plansSocial Inbox
Turn WhatsApp, Instagram and Messenger into sales from one inbox
From Premium upward; add-on for lower plansMarketing
From your customer data to campaigns, from campaigns to bookings
From Standard upward