SKAIA.

SKAIA / KNOWLEDGE

Customer record

Evidence: Website description · Revision 1 · Updated

One person, one record, however they reached you.

One person, one record, however they reached you.

  • Identity is keyed on a normalized phone number or a lowercased email, so the same customer does not fork across channels.
  • First visit, last visit, visit count, bookings and applications sit on one record.
  • Customers group into categories that drive who receives which offer.
  • Bulk import and export by CSV.

These are public product descriptions. Confirm the workflow and delivery status for your deployment.

Topics: Customer record · Foloup

Sources