CUSTOMER MANAGEMENT

Keep customer knowledge connected
Give every follow-up the full context

Centrally manage customers and tags, view customer information in chat, record internal notes, and combine session access history to provide more basis for team reception and follow-up.

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Customer centralized managementTag classification screeningView information in chatInternal notes and follow-up records

Customer/IDSocial media channel/IDContact informationRegion/LanguageCustomer TagPerson in charge/Consultation

Elodie MartinC10001

WhatsAppID 10023891elodie.martin@example.com+33 6 00 00 01 26FranceParis · EnglishHigh intentionSarahProduct quotation

Katū ยินดีC10002

InstagramID 10023892katu.yindee@example.com+66 80 000 0127ThailandBangkok · ThaiTo be quotedAlexNew product consultation

SlametC10003

TelegramID 10023893slamet@example.com+62 812 000 0128IndonesiaJakarta · IndonesianOld customersMiaSample procurement

Phạm Thu HàC10004

MessengerID 10023894thu.ha@example.com+84 90 000 0129VietnamHanoi · VietnameseTo be followed upLeoSize consultation

Juan dela CruzC10005

EmailID 10023895juan.delacruz@example.com+63 917 000 0130PhilippinesManila · EnglishVIP customersEmmaCatalog consultation

Ananya IyerC10006

InstagramID 10023896ananya.iyer@example.com+91 90000 00131IndiaMumbai · HindiNew customersAlexProduct consultation

Lena FischerC10007

MessengerID 10023897lena.fischer@example.com+49 151 000 0132GermanyBerlin · GermanTo be quotedSarahSpecification confirmation

Omar Al FarsiC10008

WhatsAppID 10023898omar.alfarsi@example.com+971 50 000 0133United Arab EmiratesDubai · ArabicHigh intentionEmmaProcurement consultation

Customer Information

Elodie MartinInquire about spring and summer series wholesale discounts

✉ elodie.martin@example.comFrance·Paris｜English

High intentionClothing wholesaleTo be followed up

Social media account information

Customer ID: C10001
Source channel: WhatsApp
Reception account: SQ European Sales Group
Customer Responsible Person: Sarah · Sales Team

Session access history

Manual replySarah10/24 11:32

DistributionSystem → Sarah10/24 11:30

CUSTOMER DIRECTORY

Customer centralized management makes searching and organizing more convenient

View customer information in the customer list, search and filter according to business needs, and organize scattered customers into sustainable follow-up resources

Customer List
Quick search
Condition filtering
Centralized management

Customer managementCustomer List

Name/Customer IDSocial media channels/official IDSocial media accountEmailMobile phoneLocationOperation

Ananya IyerC10001

Instagram17800000000111

SQ Global · Instagram

ananya.iyer@example.com

+91 90000 00111

India · Bangalore

Open chat

Алексей СмирновC10002

Telegramalexey_sm

SQ Sales · Telegram

alexey.smirnov@example.com

+7 900 000 0106

Russia·Moscow

Open chat

Dewi LestariC10003

WhatsApp6281000000112

SQ Global · WhatsApp

dewi.lestari@example.com

+62 810 000 0112

Indonesia · Jakarta

Open chat

Lena FischerC10004

Messenger1000000000107

SQ Global · Messenger

lena.fischer@example.com

+49 151 000 0107

Germany · Berlin

Open chat

Omar Al FarsiC10005

WhatsApp971500000108

SQ Global · WhatsApp

omar.alfarsi@example.com

+971 50 000 0108

United Arab Emirates · Dubai

Open chat

Arjun VermaC10006

Telegramarjun_v

SQ Sales · Telegram

arjun.verma@example.com

+91 90000 00113

India · New Delhi

Open chat

Lucía MartínC10007

WhatsApp346000000101

SQ Global · WhatsApp

lucia.martin@example.com

+34 600 000 101

Spain · Madrid

Open chat

Nattapong S.C10008

Chat WidgetU0000natt109

SQ Asia · Chat Widget

nattapong@example.com

+66 80 000 0109

Thailand · Chiang Mai

Open chat

Алексей СмирновC10002

Email/Mobile phonealexey.smirnov@example.com+7 900 000 0106LocationRussia·MoscowSQ Sales · Telegram

Omar Al FarsiC10005

Email/Mobile phoneomar.alfarsi@example.com+971 50 000 0108LocationUnited Arab Emirates · DubaiSQ Global · WhatsApp

CUSTOMER SEGMENTS

Use tags to organize customers to make follow-up more focused.

Set labels around customer intentions, business needs and follow-up stages to help the team quickly identify customer characteristics and arrange more targeted communication

Customer Tag
Intention classification
Requirement identification
Key follow-up

Customer TagOrganize customers by business

Degree of intention

Customer status

Customer value

Business needs

Customer source

Gender

Elodie10:36

Hi, I want to know more about your product.

Sarah · European Sales Group

High intentionClothing wholesaleFrom advertising

Katū ยินดี10:32

ขอทราบราคาและรายละเอียดสินค้าเพิ่มเติม

Alex · Asia Pacific Sales Group

High intentionNew product consultationTo be quoted

Slamet10:28

Apakah produk ini tersedia untuk grosir?

Mia·Customer Service Group

High intentionSample procurementOld customers

CONTEXT IN CONVERSATION

View customer information during chat and understand customers while communicating

Customer details are displayed in the sidebar of the chat interface, combined with social media account information and session access history, to understand the customer background and existing reception status

Chat sidebar
Social media account
Customer Information
Access history

ElodieWhatsApp ·Online

Hi, I am interested in this product. Could you send me a quote for 5 units?Hello, I am interested in this product, can you send me a quotation for 5 pieces?

Of course, please tell me the model you need and I will confirm the quotation for you.

I’m looking for the linen shirt, in white. Do you have a size chart?I would like to know about the white linen shirt. Is there a size chart I can refer to?

Linen Series·Product Catalog and Size Guide.pdfPDF · 2.4 MB

Thanks! 3 in M and 2 in L. Can you ship to Paris?Thank you! Can I send 3 pieces in size M and 2 pieces in size L to Paris?

Size and quantity noted. Please provide the delivery postal code and I will get back to you after verifying the shipping cost and estimated delivery time.

Sarah accesses the session and continues to follow up with the customer

Enter message here…

FOLLOW-UP NOTES

Record customer needs so that follow-up can be well documented

Add internal notes in the session, record customer preferences, purchasing intentions and to-do items, and follow up in conjunction with the reception history. The notes are only visible within the team.

Internal remarks
Customer Preferences
To-do list
Follow-up records

ElodieWhatsApp ·Online

Hi, I am interested in this product. Could you send me a quote for 5 units?Hello, I am interested in this product, can you send me a quotation for 5 pieces?

Of course, please tell me the model you need and I will confirm the quotation for you.

I’m looking for the linen shirt, in white. Do you have a size chart?I would like to know about the white linen shirt. Is there a size chart I can refer to?

Linen Series·Product Catalog and Size Guide.pdfPDF · 2.4 MB

Thanks! 3 in M and 2 in L. Can you ship to Paris?Thank you! Can I send 3 pieces in size M and 2 pieces in size L to Paris?

Size and quantity noted. Please provide the delivery postal code and I will get back to you after verifying the shipping cost and estimated delivery time.

Sarah accesses the session and continues to follow up with the customer

Enter message here…

Internal remarks×

Only visible within customer service, not customers.

Ctrl + Enter quick add

Sarah10/24 11:30

The customer is interested in this product and plans to purchase 5 pieces. A quotation will be sent after the model is confirmed.

Sarah10/24 11:34

The customer confirmed the white linen model, 3 pieces in size M and 2 pieces in size L. The product catalog and size guide have been sent.

Sarah10/24 11:38

The place of receipt is Paris, France. After adding the zip code, the freight and delivery date will be verified, and then a complete quotation will be sent.

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Keep customer information so that each follow-up will be more directed.

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Keep customer knowledge connectedGive every follow-up the full context

Social media account information

Session access history

Customer centralized management makes searching and organizing more convenient

Use tags to organize customers to make follow-up more focused.

View customer information during chat and understand customers while communicating

Record customer needs so that follow-up can be well documented

Keep customer information so that each follow-up will be more directed.

Keep customer knowledge connected
Give every follow-up the full context