CRMCustomers and sales
All your customers, with their history in one profile
Your customer base, people and companies: who bought, asked for a quote or talked to your business, with their history in one profile.
CRM
Sample data| Name | Channel | Last contact | Source | Tier |
|---|---|---|---|---|
| Camila Rojas | Today | Sales agent | Elite | |
| Tomás Fuentes | Yesterday | Conversation | Premium | |
| Valentina Soto | Web chat | Oct 12 | File | Regular |
| Diego Muñoz | Oct 3 | File | Regular | |
| Fernanda Lagos | Sep 28 | Manual | Premium |
What you get with CRM
People and companies
Retail and business customers with their contacts, account manager, tier and source channel. Import your base from an Excel or .csv file.
What your agents spot, you confirm
When an agent spots a new customer, a possible duplicate or a new detail, it waits in «To confirm» for you to review.
A complete profile
Summary, details, contacts, conversations, personal data consent and the billing details of each customer.
Works with your agents
These agents work on the same CRM data: what you load once serves them all.
More Nok products
Customers and sales