Customer records
Remember the customer, not just the last message.
Keep contact details, conversations, requests, and feedback together. See what someone asked for before and pick up where you left off.
A closer look
What you get
How they found you
Keep the recorded source with the customer’s details.
Reviews and feedback
See review history and feedback alongside the customer record.
Past conversations
Read previous messages, calls, form submissions, and follow-up.
Customer groups
Group customers by service interest, source, or previous contact.
Common questions
Notice the questions and concerns that come up repeatedly.
Follow-up opportunities
See customers who may need a reminder, a review request, or an invitation to return.
The work in practice
One history your team can refer back to.
Customer records are useful when they explain what someone asked for, what was said, and what happened next. Bring the available contact, inquiry, conversation, and feedback details together before sending another message.
Contact and source details
Customer information and the recorded source of the original inquiry where available.
Conversation and feedback history
Connected messages, requests, reviews, and follow-up details alongside the customer.
Useful customer groups
Group available records by service interest, source, or previous contact for relevant follow-up.
From setup to day-to-day
Getting started
Bring your records together
Use existing customer lists and connected inquiries to build the history.
Review the customer
Check previous messages, requests, and feedback before replying.
Keep the conversation going
Use the history to make the next message relevant.
Working together
Your part in the process.
What we need from you
- Existing customer lists and supported account connections.
- The contact details and service history you already hold.
- Your team’s approach to keeping records current.
What you’ll be able to review
- Imported details and connected conversations.
- Customer groups and the information behind them.
- Contact preferences before any follow-up.
Before we startThe record is only as complete as the information provided or connected. Importing a contact does not create permission to market to them.
Can I import my customer list?
Yes. Existing lists can be used for customer records and permitted follow-up.
Can I group customers by service?
Customer groups can use available service, source, review, and contact history.
Can I see previous conversations?
Connected messages and follow-up records are available alongside the customer details.
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See if Aaptly is right for you.
Tell us about your business. We’ll show you how it works and talk through the costs.