Detail:

✅ Customer Management

• Store and manage detailed customer profiles

• Assign tags to categorize customers (e.g., VIP, Potential, Inactive)

• Track customer interactions and notes for personalized follow-up

📅 Appointment & Follow-Up Management

• Schedule appointments and meetings with customers

• Set reminders and view upcoming activities on a shared calendar

• Assign follow-up tasks to responsible staff

💬 Notes and Customer Support

• Record support notes, conversation history, and customer feedback

• Manage internal customer care notes and updates

• Track unresolved issues and follow-up requirements

💸 Sales & Transaction History

• Track customer purchase records and transaction details

• Analyze customer lifetime value and buying patterns

• Export or integrate sales data into financial systems

🏷️ Tag Management

• Create and manage dynamic tags for smart customer segmentation

• Automate tagging based on behavior or transaction triggers

📧 Email Management & Marketing

• Send personalized emails to individual customers

• Launch bulk email marketing campaigns

• Track open rate, click rate, and delivery status

📊 Report & Dashboard

• View key business metrics through interactive dashboards

• Analyze conversion rates, customer activity, and team performance

• Export reports in PDF or Excel format

📣 Marketing Campaign Management

• Create targeted marketing campaigns

• Assign audiences based on tags or behavior

• Monitor campaign engagement and ROI

🎫 Support Ticket Management

• Create and assign support tickets to staff

• Monitor progress and resolution time

• Track customer satisfaction and support KPIs

🧑‍💼 Employee & Role Management

• Manage staff accounts and permissions

• Assign roles (Admin, Manager, Staff)

• Evaluate employee performance and task completion rates

🗃️ File & Document Storage

• Upload and manage files such as contracts, images, and reports

• Secure file access control by role

• Version control and upload tracking