CRM 2.0: Unified Contact Profiles
Unified Customer Profiles
Knowing who your customer is changes everything. With CRM 2.0, we are introducing a fully unified profile view that aggregates every interaction a user has had with your business into a single, comprehensive timeline.
The Challenge
Customer data is often fragmented. An email sent last week, a chat from yesterday, and a purchase from last month live in different silos. Agents waste time piecing this puzzle together, often missing critical context that could save a deal or solve a problem faster.
Our Solution
We've built a native CRM layer right into the BotDesk inbox. Now, when you open a conversation, you see the full picture: every past ticket, every purchase, and every custom attribute associated with that user.
Key Features
- 360-Degree Activity Timeline: Scroll back through time to see every touchpoint, whether it happened on WhatsApp, Email, or Webchat.
- Visual Tagging System: Apply color-coded tags like "VIP", "Churn Risk", or "Enterprise" to segregate and prioritize your queue instantly.
- Custom User Properties: Store essential metadata like "Subscription Tier" or "Account Manager" directly on the profile for easy reference.
Included in this update
Rich customer data view.
Organize users with custom tags.
Start Using These Features Today
Join over 200+ companies automating their customer support with BotDesk.