CRM for Customer Service

Cultivate customers, 
not tickets

Forge deeper customer relationships through complete contextualized data at your fingertips.

Boost Your Order Value by 26% with Data-Driven Conversations

Unlock a 360° view of your customer

Kustomer captures a holistic view of your customers—far beyond just order details. It includes purchase history, preferences, and insights from various sources to create comprehensive, detailed customer profiles.

Proactive Conversations, Real-Time Personalization

Kustomer collects data at the point of order, enabling proactive, personalized conversations with real-time updates that helps proactively service customers.

Effortless Data Access, Reduced Costs

Data in the Kustomer platform is easily accessible, actionable, and searchable. Seamless webhook updates reduce API calls, speeding up access and cutting costs while minimizing engineering efforts.

Put the customer back in CRM

Custom objects and attributes
Workflows
Tasks
Timeline
Permissioning
Data Integrations

Capture important context about customers

Custom objects and attributes in Kustomer track information unique to your organization on customers, conversations, and more. Kustomer ensures data and context is structured in a flexible, scalable, and easily accessible way. Our custom objects also allow you to draw relationships between them so that all relevant data is connected.

Automate a sequence of tasks

Service process automation is critical to scaling your business. Workflows in Kustomer enable you to automate repetitive tasks, providing your team with much needed time and information to resolve difficult conversations quickly.

Ensure your agents are working efficiently

Ensure your agents are working efficiently. The Team Pulse dashboard allows managers to view what agents are working on in real time and quickly jump to the customers and searches that agents are viewing instead of relying on manual searches. Team Pulse also allows team leads and admins to understand the current state of your queues and manually move eligible agents from a less busy queue to one with a large inbound volume, resulting in a lower wait time for your customers.

Single pane of glass to get 360 view of customer

The timeline is where agents spend most of their time interacting with customers. This is where you'll see a chronological list of all customer interactions with your company, like email and chat conversations, order history, appointments, and purchase history.

Grant users different levels of access

Have total control over what every user can see and do in the platform, with create, read, update and delete permissioning across the platform – from webhooks to searches. Mask specific data based on user or role types and filter conversations based on customer attributes to ensure only specific users can access your most sensitive information.

Access relevant data from external systems

Kustomer is built to easily ingest customer data from any 3rd party system. We offer an ecosystem of plug-and-play apps, turnkey integrations with the major solution providers and professional services experts to build custom integrations to solve for even the most unique use cases.

"We love the Kustomer timeline. It’s one simple place where we can view data across email, live chat, telephone, SMS, Facebook and sales data. By having a 360 degree view of the customer, it enables us to respond to them more quickly and with more relevant information. Our products are highly technical, so by tracking our customer experience with our product, we can better serve them and better learn from their experiences."

Dave Weiner

Founder & CEO

See why customer-obsessed companies switch to Kustomer’s CRM.

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