Easily Manage Your Customer List

Organize customer data on a unified timeline-based interface, making it easy to search and filter customer information.

Instantly extract detailed customer profiles with a single click. Easily view essential data such as email, phone number, industry, interaction history, and customer ratings in one place for seamless follow-up and evaluation.

Build Standardized Customer Journeys for Your Business

Easily define customer journeys, customer segments, and lead sources at the admin level to ensure consistency across the entire system.

Customer information remains secure and unified during internal communication between teams and individuals.

Standardized data entry templates make it easy to maintain consistency and streamline data management across departments.

Understand Customer Profiles by Categorizing Lead Sources

Your CRM system will automatically identify customer sources such as Facebook, Google, Zalo, events, workshops, etc., through registration forms—providing the foundation for categorizing leads by status. With this data, you can easily gain insights into customer profiles, personalize content and product messaging, and build more effective follow-up strategies.

Why source segmentation influences your business decisions:

- Identify which sources bring in high-quality leads for smarter investment

- Tailor sales scripts and consultation approach to suit each channel

- Optimize marketing strategies based on customer trends

Customer Segmentation by Touchpoints

Segmenting customers by interaction touchpoints enables businesses to monitor the customer care journey, establish tailored nurturing flows, and prioritize customer groups based on readiness. This allows you to leverage key moments when interest arises and maximize your sales conversion potential.

- Enhance the efficiency of customer care and sales

- Evaluate customer priority levels for better support strategies

- Track and analyze performance across marketing and sales touchpoints

Segment Customers by Relevant Groups

Customer group segmentation helps businesses gain deeper insights into customer profiles, enabling the development of tailored care, sales, and cross-selling programs. This approach allows businesses to maximize revenue across their product and service lines.

Getfly CRM offers tools to segment customers into sub-groups and apply intelligent filters, helping you easily target customers based on specific needs and behaviors. Unlock better targeting with CRM by:

- Designing personalized care workflows for specific customer groups

- Developing detailed and relevant marketing campaigns

- Easily filtering and tracking customers by group