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Customer management

Customer management software with one directory behind every deal

Keep contacts and the companies they work for in one place, with every deal, call and message against the right customer.

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Customer management software holds a business’s customer records and the history of its dealings with each one. Here, a directory of contacts and accounts sits behind every deal on the pipeline.

The Directory in DialCRM.AI listing contacts and accounts with their companies, cities and industries.

Contacts and company accounts

A person and the business they work for are separate records, linked to each other.

  • Contacts and accounts in one searchable directory
  • A contact can belong to more than one account
  • A contact keeps its history when it moves company
  • Each account carries its industry, city and the deals against it

The whole history on one record

Open a deal and everything about the customer is on one page.

  • Calls, messages, visits and quotations in their own tabs
  • Call recordings filed against the customer
  • WhatsApp, email and SMS sent from the record

Your data stays yours

Bring your customer list in, and take it out again whenever you need to.

  • Import contacts and accounts from a spreadsheet
  • A permanent history of every import, row by row
  • Export exactly the rows you filtered
  • Deleted records can be restored from Delete History

Questions

Customer management software: common questions

Can we import our existing customer list?

Yes. Contacts and accounts can be imported from a spreadsheet, with a preview first, and every failed row keeps its reason so that you can correct it.

Can one contact be linked to several companies?

Yes. A contact can belong to more than one account, and an account gathers every deal and person under it.

Who can see customer records?

You decide, through roles and the Self, Team and Admin views. The permissions are enforced on the server, and every change is on an audit trail.

See it with your own enquiries.

Create a workspace, connect a source, and watch the pipeline fill with your real customers.

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