CRM - Remember 100% Customer Information | OmniSolution
OmniSolution - CRM Platform

Remember 100% Customer Information

From the first call to the 100th order! Never let customers repeat their information again.

John Smith

Customer since 2022

VIP
$1,950
Total Spending
18
Orders
5.0
Rating
Called about gaming laptopInterested in RTX 4070
5 mins ago
Chat message to place orderSent VIP catalog
2 days ago

The Clear Difference

See how CRM completely transforms your customer experience

Before: Scattered Information

8:00 AM

Customer A calls about Product X

Agent Lan advises, writes notes in a notebook

2:00 PM

Customer A messages asking for price

Agent Minh has no idea what was discussed this morning

1 week later

Customer A calls back

"Hi... can I start over from the beginning?"

Customer frustrated, time wasted, deal lost!

Now: The System Remembers Everything

8:00 AM

Customer A calls about Product X

CRM auto-saves: Time, content, agent info

2:00 PM

Customer A sends a message

Agent Minh instantly sees this morning's consultation history

1 week later

Customer A calls back

"Hi! You asked about X last time, have you decided yet?"

Customer impressed, trust increases, sales grow!

Real Results

100%
Customer information captured
70%
Reduction in repeat inquiries
45%
Increase in conversion rate
360°
Complete customer view

7 Breakthrough Features

All the tools you need for professional customer management

Customer 360° View

View all customer information on one screen: purchase history, interactions, preferences.

John Smith - Customer since 2022
Purchased: 15 orders, total $1,850
Preference: Premium products
Birthday: Oct 15

Purchase Pattern Analysis

AI analyzes shopping behavior to predict needs and optimal marketing timing.

Usually buys at end of month
Prefers bundles, not individual items
More responsive to email than SMS
Prediction: Will repurchase in 2 weeks

Smart Segmentation

Automatically categorize customers by value and behavior for tailored strategies.

VIP (>$800): 50 customers
Premium ($200-$800): 200 customers
Regular (<$200): 1000 customers
Sleeping: 300 customers

Interaction Timeline

Record every touchpoint: calls, emails, chats, meetings... for a complete overview.

12/01: Called for pricing (5 mins)
12/03: Chat message to place order
12/05: Confirmation email
12/07: SMS delivery confirmed

Lead Scoring & Nurturing

Automatically score potential customers and design nurturing journeys.

Viewed pricing page: +10 points
Downloaded brochure: +15 points
Requested demo: +25 points
Score >70: Hot lead!

Automated Campaigns

Send automated email and SMS marketing based on behavior and lifecycle stage.

Welcome series for new customers
Birthday offers for VIPs
Win-back for sleeping customers
Upsell for recent buyers

See CRM In Action

John Smith

ID: #12345Member since: Jan 2022
VIP Status

Purchase Summary

Total Spending$1,950 USD
Total Orders18 orders
Avg. Order Value$108 USD
Favorite ProductGaming laptops

Personal Info

Phone+1 (555) 234-5678
Emailjohn.smith@email.com
AddressNew York, NY
BirthdayOct 15, 1985

Notes

OccupationIT Manager
InterestsNew technology
BudgetHigh
Payment MethodBank transfer

Interaction Timeline

Nov 15, 2024
Call
Asked about RTX 4070 gaming laptop. Interested in rendering performance.
Nov 12, 2024
Chat
"Do you have Black Friday deals?" → Sent catalog
Nov 8, 2024
Email
Opened: "Top 5 Gaming Laptops 2024" → Clicked: Asus ROG
Nov 1, 2024
Order
Purchased Logitech G Pro X gaming mouse - $89 → Delivered
Oct 25, 2024
Review
5-star review - "Excellent service, fast delivery!"

Success Stories

"Golden Health" Multi-Specialty Clinic

500 patients/day, multiple doctors, scattered medical history

Before Using CRM

  • Paper records easily lost
  • Doctors unaware of treatment history
  • Patients spent 20 mins repeating symptoms
  • Unable to track treatment effectiveness
  • Dangerous medication allergy mix-ups
  • No follow-up appointment reminders

After Using CRM

  • Complete, secure digital records
  • Doctors instantly view 3-year history
  • Save 15 minutes per consultation
  • Automatic disease progression tracking
  • Allergy and drug interaction alerts
  • Automated SMS follow-up reminders
40%
Reduction in consultation time
60%
Increase in patient satisfaction
0
Medication allergy incidents
85%
On-time follow-up rate

CRM has completely transformed how we care for patients. Now, just a glance at the system reveals the entire medical history. Patients are thrilled because they don't have to repeat their symptoms!

— Dr. Sarah Chen, Chief Medical Officer

"Fashion Forward" Retail Chain

10,000 customers, multiple stores, no way to track customer journey

+129%
Customer Lifetime Value
+192%
Cross-sell Success
+73%
Customer Retention
85%
Personalization Rate

Thanks to CRM, we understand our customers like family. When a customer walks into the store, staff already know their preferences, sizes, and past purchases. The customer experience has reached an entirely new level!

— Emily Tran, Store Manager

Choose the Right Plan

CRM is 1 of 4 features in our complete solution suite

Starter

$119
/month
  • CRM: 5,000 customers
  • BPM: 5 workflow processes
  • Omnichannel: 3 integrated channels
  • Chatbot: 1,000 knowledge points
  • Basic setup & training
Get Started

Enterprise

Contact Us
Custom
  • CRM: Advanced customization
  • BPM: Complex workflows
  • Omnichannel: Custom integrations
  • Chatbot: Industry-specific AI
  • Dedicated account manager
Get a Quote

Ready to Remember 100% of Your Customers?

Free 14-Day Trial - No credit card required

CRM setup with sample data for your industry
Free import of existing customer data
Team training for effective usage
24/7 support during trial period

Our Commitment

30% customer retention increase or money back70% reduction in repeat inquiries100% safe data migration
Zalo WhatsApp Messenger Instagram YouTube TikTok