5 articles
The Customer CDP gives every customer one profile that joins conversations, appointments, deals, forms and memberships, with queues and filters to find the right people.
See a customer's details, activity, memberships, connected identities, consent and linked sales records on one page, and act from it.
Save groups of customers that update automatically from rules, or hand-pick up to 5,000 customers, and use them in journeys.
Build journeys that start from customer events and run waits, conditions, staff tasks and approved WhatsApp templates, with consent and opt-outs checked before every send.
Create membership programs with benefits and points, enroll customers or invite them with a WhatsApp-verified link, and record benefit use without charging twice.