Customer Management Module


- Customer Management – Complete Business Description


- What Is Customer Management?
 

The Customer Management system is the central intelligence hub of the platform.
It is where every customer, lead, client, or contact lives — along with their full history, communication, tasks, payments, documents, and automation.
 

In simple terms:
 

If something happens with a customer, it happens here.


Every other module (Campaigns, Automation, Email, WhatsApp, Payments, Appointments, Tickets, Reports) connects back to this page.
 


- Why Customer Management Exists
 

Businesses don’t just need names and phone numbers. They need:
 

  • A single place to see everything about a customer

  • A way to track interactions over time

  • Tools to assign responsibility

  • Visibility into payments, tasks, and communication

  • Automation that reacts to customer behavior
     

The Customer Management system solves this by giving a 360-degree customer view.
 


- Overall Page Experience (Big Picture)
 

The Customer Management page is designed as a three-panel working workspace, so users never lose context.
 

The layout always stays consistent:
 

  1. Left Panel – Customer & Lead List

  2. Center Panel – Selected Customer Profile

  3. Right Panel – Contextual Tools & Controls
     

This design allows fast navigation without page reloads.
 


- Left Panel – Customers & Leads List
 

This panel answers one question:
 

“Who am I working with right now?”


What this panel is used for:
 

  • Viewing all customers and leads

  • Searching instantly

  • Switching between customers

  • Creating new customers
     

Key elements:
 

  • Search bar for instant filtering

  • New Lead / New Customer button (+)

  • Customer list with badges showing new activity

  • Folder-based organization (e.g., New Leads, Active Clients)
     

When a user clicks a customer here, the entire center panel updates instantly.
 


- Center Panel – Customer Profile (The Heart of the System)
 

This is the main working area and the most important screen in the platform.
 

Each customer profile is a living timeline, not just a static form.
 


- Customer Profile Header
 

At the top of every customer profile:
 

Identity & Status
 

  • Customer photo or avatar

  • Customer name (editable)

  • Current status (customizable)

  • Availability / working state
     

This gives instant context:
 

Who this customer is and what stage they’re in.
 


- Contact Information
 

Displayed clearly and always accessible:
 

  • Phone numbers (click-to-call)

  • Email addresses (click-to-email)
     

These details connect directly to:
 

  • Email module

  • WhatsApp module

  • Call records

  • Campaigns
     


- Custom Fields – Flexible & Business-Specific
 

Every business is different.
 

That’s why customer profiles support unlimited custom fields, such as:
 

  • Company details

  • Dates

  • Insurance info

  • IDs

  • Notes

  • Checkboxes

  • Dropdowns

  • Follow-up times
     

These fields adapt to:
 

  • Industry needs

  • Folder context

  • Business workflows
     

No two businesses see the same customer profile — it’s fully customizable.
 


- Profile Navigation – Customer Life Sections
 

Down the side of the profile is a section menu that represents the entire customer lifecycle.
 

Each section answers a specific business question.
 


- Profile
 

Who is this customer?

Basic info, contact details, custom fields, notes.
 


- Missions / Tasks
 

What needs to be done for this customer?

Tasks, follow-ups, due dates, ownership.
 


⏱️ Working Time
 

How much time has been spent?

Time tracking linked to customer activity.
 


✔️ Check Lists
 

What steps are required or completed?

Structured processes per customer.
 


- Payments
 

What has the customer paid?

Orders, invoices, receipts, balances.
 


- Orders
 

What has the customer purchased?

Products, services, order history.
 


- Invoices
 

What has been billed?

Paid, unpaid, overdue invoices.
 


- Calendar / Appointments
 

When are meetings scheduled?

Appointments, reminders, availability.
 

- Files
 

What documents belong to this customer?

Contracts, images, recordings, forms.
 


- Recordings
 

What calls or audio exist?

Call history, voice records, playback.
 


- Subscriptions
 

Is this customer on a recurring plan?

Active subscriptions, billing cycles.
 


- Workflow
 

Where is this customer in a process?

Automated steps, stages, triggers.
 


- Reservations / Appointments
 

Bookings, confirmations, cancellations.
 


- Related Customers
 

Parent-child relationships:
 

  • Company → Employees

  • Family accounts

  • Branch structures
     


- Communications
 

Everything ever sent or received:
 

  • Emails

  • WhatsApp messages

  • SMS

  • Calls
     

This creates a complete communication timeline.
 


- Insurance (If enabled)
 

Policies, providers, claims, coverage.
 


- Right Panel – Contextual Control Center
 

This panel answers:
 

“What actions can I take right now?”

 

 


- Workers
 

Assign team members to this customer.

Controls ownership, responsibility, and visibility.
 


- Folders
 

Organize customers into logical groups:
 

  • Leads

  • Active clients

  • Closed

  • Custom pipelines
     

Folders also control:
 

  • Status lists

  • Visible fields

  • Automation rules
     


- Tags
 

Quick labeling for segmentation:
 

  • Marketing

  • VIP

  • Cold lead

  • Upsell target
     

Tags power:
 

  • Campaign targeting

  • Filters

  • Reports
     


- Sub Customers
 

Create or link related customers.

Useful for companies, families, or hierarchies.
 


- Run Automation
 

Manually trigger automation flows:
 

  • Send messages

  • Create tasks

  • Change status

  • Notify teams
     


➕ Creating a New Customer (Simple & Flexible)
 

Customers can be created:
 

  • Manually from the UI

  • Automatically via integrations

  • From campaigns

  • From forms

  • From automation
     

The creation process supports:
 

  • Custom fields

  • Default statuses

  • Folder placement

  • Tags

  • Automation triggers
     

Once created, the profile opens immediately.
 


- Customer Events (What Can Happen Automatically)
 

Customer Management is event-driven.
 

Examples:
 

  • New customer created

  • Status changed

  • Folder changed

  • Payment received

  • Appointment booked

  • Message sent or opened
     

Each event can trigger:
 

  • Automation

  • Campaign follow-ups

  • Tasks

  • Notifications
     


- How Customer Management Connects to Everything
 

Customer Management is the core reference point for:
 

  •  Campaigns (targeting & results)

  •  Email & WhatsApp

  •  Calendar & Appointments

  •  Payments & Orders

  •  Reports & Analytics

  •  Automation flows

  •  Tickets & Support
     

Nothing operates in isolation.
 


- Control, Security & Visibility
 

The system ensures:
 

  • Role-based access

  • Folder-level permissions

  • User-level visibility

  • Safe collaboration
     

Every team member sees only what they should.
 


- Final Summary
 

The Customer Management system is not just a contact list.
 

It is a:
 

  • CRM

  • Communication hub

  • Task manager

  • Financial tracker

  • Automation engine

  • Customer history archive
     

In one sentence:
 

Customer Management turns customer data into an organized, actionable, and intelligent business workflow.
 

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