Customer profiles, labels, and anonymizing personal data.
See a customer's full history in one place
Customers build themselves from your quote requests and events, no manual entry needed, each one carries a full timeline, quotes, and events.
Tag customers so you can filter your list fast
Add free-text labels like VIP or vegan to any customer, then filter the whole list by them.
Remove a customer's personal data for good
Scrub a name, email, phone, and address from a customer and their quotes and events, permanently.