People and companies
Keep individual and company customers in one database, with the right information for each kind of record.
Customers
Know your customers.Build lasting trust.
Keep every customer relationship in context. Organize people, companies and audiences alongside conversations, notes and files, so your team knows who to follow up with and what comes next.
Customer records
Everything you know about each customer in one record
Start with a name and build a clearer picture with every interaction. Bring details about a person or company, contact information, addresses and useful context into a record your team can return to. Open a quick card while working, or the full record when you need the wider picture.
Made for
Stores, service businesses, creators and agencies working with both people and companies.
What you get
Person and company records, multiple contact methods, a quick card and a full record for information and interactions.
Why it matters
Each interaction starts with what you already know, with a clear place for your team to find customer information.
Smart lists
Save customer segments for easy follow-up
Search for a name or combine conditions that describe the group you need, such as leads interested in a branding course. Save a view that updates as records match its conditions, share it with your team and choose the columns that help you work.
Made for
Sales and support teams, and anyone following up with different groups of customers.
What you get
Arabic-aware search, combined filters, private or shared saved views, pinned lists and customizable columns.
Why it matters
Return straight to the group that matters, with shared search conditions your team can use again.
Tags & fields
Organize customer data with tags and custom fields
What you need to know about a learner differs from what matters for a consulting client. Add tags for interests and categories, and custom fields for text, numbers, dates, choices and more. Use those details in records, lists and filters to organize customers around your business.
Made for
Educators, consultants, agencies and businesses that need more than a name and email address.
What you get
Tags and multiple custom field types, available in customer records, filters, imports and exports.
Why it matters
Collect information you can act on: an interest to follow up on, a date to prepare for or a category that guides the next step.
Customer journey
Track customer interactions on one timeline
Look back through recorded customer interactions and events from connected tools, from the first known interaction to the latest update. See what happened and when, then open the related details when you need them. The history stays with the customer as follow-up moves between teammates.
Made for
Businesses managing relationships across signups, conversations, appointments, purchases and beyond.
What you get
A timeline of recorded events, first and latest known interactions, and links to event details in the relevant tool.
Why it matters
Begin each follow-up with context, reducing the need to ask customers for information your team already has.
Follow-ups
Manage customer follow-ups with notes and tasks
Add a note after a meeting, attach a useful file and return to conversations from the customer record. When the next step is clear, create a linked task or start an email draft addressed to the customer. Bring together what your team needs to continue the work with a clear understanding of the customer relationship.
Made for
Service and sales teams, educators and consultants with ongoing customer relationships.
What you get
Conversations, notes, files, customer-linked tasks and email drafts, respecting channel permissions and communication preferences.
Why it matters
Turn what you know into a specific next step, and make it easier to pass work between teammates and connected tools.
Import & bulk actions
Import customer data and update records in bulk
Start with a CSV or Excel file, match its columns to customer fields and review what will be created or updated before running the import. Export your list with the columns you choose, or apply a tag or field update to a selected group. A preview explains the scope, and results show what succeeded and what needs attention.
Made for
Businesses moving from spreadsheets or keeping a large customer database up to date.
What you get
CSV and Excel import and export, column mapping, previews and bulk actions with results and available undo options.
Why it matters
Reduce repetitive work while knowing which records will be affected, what changed and which rows need correction.
CUSTOMER CAPABILITIES
Know your customers better and make everyday work easier
From the first detail to the next follow-up, organize customer information and work with it as a team.
Duplicate record management
Preview conflicts, choose a main record and merge duplicates, with the ability to undo a merge.
A quick customer card
Review and edit key details from the list, then open the full record when you need more context.
Search across spelling variants
Find Arabic names across common spelling variations and narrow the results with relevant filters.
Views for your team
Save filters and columns, pin useful views and share the lists your team needs for follow-ups.
Details that fit your business
Add tags and custom fields for the interests, dates and information you need to categorize and find.
History you can return to
Follow recorded events on a timeline and open their related details to understand what came before.
Notes and files in context
Keep meeting notes and linked files with the customer, ready for teammates working on the record.
Customer-linked tasks
Create a task from a customer record so it stays linked to that customer when you continue working in Tasks.
Preferences and permissions
Respect do-not-disturb settings and control which information teammates can view or change, including sensitive details.
Actions across customers
Apply a tag or field update to a selected group, with a scope preview and results for each record.
Archive and restore
Archive records while keeping their history, and restore records from the trash within the available period.