Easy-to-Use Customer Management Interface

The customer management screen is designed to resemble Excel layouts, allowing users to quickly adapt and navigate the CRM system with ease.

Customer data is organized into editable columns. Click on any cell to update information directly on-screen, just like in Excel

All operations such as edit, delete, or add new data can be performed with just a few clicks, making it easy for anyone to understand and use the platform efficiently.

Centralized & Efficient Customer Data Management

Customer data management is elevated to a new level with the ability to view comprehensive customer profiles and transaction history in just a few clicks.

All customer data from multiple sources is automatically synced to the CRM system. From there, businesses can easily search, filter, and assign user permissions efficiently.

Gain a 360° view of every customer’s interaction history in the system. This makes it easy to analyze customer behavior based on diverse data points: phone number, social media accounts, interests, habits, transaction cycles, revenue contribution, and communication logs.

Instantly Find Customer Information with Smart Auto-Segmentation

Getfly CRM helps businesses identify high-priority customers to engage first, boosting sales performance through:

Segmenting customers by engagement stage: New / Called / Quoted / Hot / Considering / Rejected / Converted.

Filtering by dozens of custom criteria to group customers based on attributes (needs, occupation, preferences, etc.), enabling personalized content strategies and remarketing/upselling campaigns for each segment.

Quickly searching and managing your customer database with advanced data fields, saved filters, and permission-based access by department.

Customize Customer Data Display Based on Business Needs

Getfly helps you manage and easily adjust (customize) system attributes to align with the unique data of each customer. This makes it easier for employees to become familiar with the platform, helping businesses unlock customer insights more effectively. As a result, your organization can avoid resource waste and streamline your customer management and care processes for greater efficiency.

Access Control & Absolute Customer Data Security

Granular Privacy Control: Allow users to secure their customer data with “Only Me” access when data isn’t meant to be shared. Even system admins are restricted from viewing or accessing this private data

User-Based Permissions: Admins can assign detailed access rights for each user to view, edit, or delete customer-related data and features (e.g. download, upload, etc.).

For enterprises with more advanced security requirements, explore Getfly’s Enhanced Security Module:

Sensitive Data Protection: Encrypt sensitive customer information while still enabling users to track customer interaction history within the system.

Relationship-Based Data Segmentation: Restrict data access to only users involved in managing a specific customer relationship.

Activity Log Tracking: Only admin accounts can view system user activity logs (including customer interactions, sales policies, retail pricing, affiliate reports, KPIs, permission settings, etc.).