Customer insights for effective segmentation and management

Now, you'll discover how to efficiently manage and organize your customer relationships with customer profiles.

1. Basic Information: Store and organize customer details and communication history for quick access.
2. Custom Fields: Create fields to capture specific customer data important to your business
3. Labels: Add labels to customer profiles for better categorization and organization.
4. Customer Note: Record important notes about customer interactions, preferences, or special requests.
5. Activities: Keep track of customer interactions and prioritize timely responses.

Learn more about how to use customer CRM effectively.