Store any type of business
relationship with the customer in a
systematic way

With this feature you can:

  • View and track all customer records or leads instantly
  • Get a variety of outputs from them to be ready for any campaign
  • Provide the best services to your customers in the shortest time with accurate and correct information

Some of the features of this section:

The fields in the form builder

Location of forms
in the profile

After creating the personalization form, you will have access to them in different sections, one of these sections is the action section in user profiles and clues.

Use the form in
modal mode

By clicking on any of the forms, the form will be opened for you in a modal way and you can save your information without the need to refresh the page.