Sales and customers · Available

Customers

One customer record for contacts, orders, messages, files and history.

The problem it solves

Contacts, purchases and agreements should not disappear across spreadsheets and channels. SC joins them into a customer profile and helps detect duplicates.

How it works

A manager finds or creates a customer, reviews the interaction history, opens linked orders and communicates from the same context.

What SC actually does

  1. 1
    search, filters, segments and duplicates
  2. 2
    custom fields and privacy controls
  3. 3
    orders, communications, files and audit
  4. 4
    import and current-selection export

Permissions and security

Permissions separately limit viewing, editing, export and sensitive fields.

Analytics

Reports connect customers to channels, repeat purchases, revenue and profit.

Integrations and relations

Orders · Email · Chats

Screenshots and video

Real media has not been published yet. We do not replace it with mock screenshots.

Explore customer CRM

Open SC CRM or request access and we will show this workflow against your processes.

All modulesModules →
Sales and customers · Available

Customers

One customer record for contacts, orders, messages, files and history.

The problem it solves

Contacts, purchases and agreements should not disappear across spreadsheets and channels. SC joins them into a customer profile and helps detect duplicates.

How it works

A manager finds or creates a customer, reviews the interaction history, opens linked orders and communicates from the same context.

What SC actually does

  1. 1
    search, filters, segments and duplicates
  2. 2
    custom fields and privacy controls
  3. 3
    orders, communications, files and audit
  4. 4
    import and current-selection export

Permissions and security

Permissions separately limit viewing, editing, export and sensitive fields.

Analytics

Reports connect customers to channels, repeat purchases, revenue and profit.

Integrations and relations

Orders · Email · Chats

Screenshots and video

Real media has not been published yet. We do not replace it with mock screenshots.

Explore customer CRM

Open SC CRM or request access and we will show this workflow against your processes.

All modulesModules →