A Centralized Customer Hub
Smarticks Contacts Management empowers businesses to effectively manage customer interactions. This functionality provides a comprehensive suite of tools for creating, searching, editing, and exporting customer data.
Technical Overview:
- Centralized Customer Management: Smarticks acts as a central hub for all customer information, streamlining access and management for support agents.
- Customizable Profiles: Create custom fields (dropdown, text, multi-line text, number, date) to capture specific customer details and enhance profile comprehensiveness.
- Advanced Search: Leverage custom fields alongside standard search parameters to pinpoint specific customer profiles efficiently.
- Custom Field Visibility: Control which custom fields are displayed in agent interfaces and customer profiles for a tailored experience.
- Data Export/Import: Admin users can export customer data (including custom fields) to CSV for backup or analysis, and import customer data in bulk for efficient onboarding.
- Social Network Integration (Import Only): Import social media links (Twitter, Facebook, Telegram) during customer import to enrich profiles. Note: This functionality does not automatically link customers when receiving messages through these integrations.
- Customer Cleaning: The “Clean Customers” function eliminates inactive customer profiles with no conversations or messages, maintaining data hygiene.
- Customer Merging: Streamline your data by merging duplicate customer profiles. Simply add all associated email addresses to a single profile, and Smarticks will automatically consolidate conversations and relevant data.
- Configurable Access: Grant non-admin users controlled access to search for customers through the dedicated search page.
Smarticks Contacts Management equips businesses with a powerful platform to organize, enrich, and leverage customer data, ultimately enhancing the quality and efficiency of customer support.
