Customers data management
Customers data management
Search for a specific customerIn Acteol CRM, you can search for a specific customer and have a direct route to their complete profile. You can instantly pull up and view a customer’s history, bookings,…
Create a new contact profile for a customerYou can create a new contact profile for a customer in a few easy steps.
View customer contact profileOur Single Customer View module gives you the most up‑to‑date customer information, ensuring complete visibility.
Update a customer's contact informationYou can edit a customer's contact information in their contact profile.
View a contact's details and bounce historyYou can see a contact's interaction history in their profile.
Attach a file to a contactYou can attach files to a contact's profile in a few easy steps.
View a contact's interactionsYou can view a contact's transactions, website tracking, bookings, visits, and other interactions in a few easy steps.
Merge contactsIf you have two profiles for the same contact, you can merge the profiles into a single contact profile.
Export your customers dataYou can export your customers data from your Acteol SE in easy steps.
Remove personal dataYou can maintain analytical data for a customer but remove personal data in a few easy steps.
View contacts that you can target with marketing communicationsYou can see all your customers according to their opt in and availability status.
View or resend communications to a contactYou can view communications you've sent to a client and resend them.
Export a contact's dataYou can export a contact's data in a few easy steps.
Review a customer's responses for a surveyYou can view a contact's surveys on the customer profile, to help you review their specific responses.
View a contact's profile summaryThe contact profile summary contains all the information available for a single customer.
View a customer's obtained vouchers historyYou can view the vouchers a customer previously obtained on their contact profile.
Delete a contactYou can delete customer profiles in a few easy steps.
View your transactions dataYou can view your transactions data, if provided by the relevant third party, and create customers segments based on the desired transactions information.
Update the opt in status of a customerYou can update the opt in status of a customer if they request that from you or your DPO.