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Customer

Customer

Centralized Customer Data and Engagement Tracking: The Customer module is essential for managing customer data, profiles, and interactions. It consolidates customer activities and preferences, enabling personalized services and communications that foster stronger relationships and improved satisfaction.

Onboarding
Lead
Sales
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The Customer module allows businesses to maintain detailed customer profiles, storing all essential information in one accessible place. This data centralization enables team members to understand each customer’s preferences, behaviors, and interaction history, making it easier to deliver personalized services. Additionally, the module offers powerful interaction tracking tools, recording engagements across multiple channels and touchpoints. By tracking and segmenting customers based on behavior and preferences, the module supports targeted marketing efforts, ensuring that customers receive relevant communications and offers. Overall, it enhances customer relationship management by providing insights that drive customer satisfaction and loyalty.

Features and APIs

Onboarding
Customer
Compliance

Allows customers to apply for various products or services offered by the platform, including loans and savings accounts.