Customer Management
Manage customer information, interactions, and related processes through a centralized and structured platform.
About this module
CHC ONE Customer Management provides a centralized structure for managing customer information and customer-related operational processes. Contact details, interactions, and process records can be tracked consistently from a single point. Its modular architecture allows it to be configured alongside other CHC ONE modules such as Form Management, Campaign Management, Sweepstakes Management, and Work & Request Management. This enables different teams to manage customer-related processes through a shared and consistent structure.
Benefits
- Manage customer information in a centralized structure
- Track communication and interaction records consistently
- Bring customer-related operational processes together in one place
- Consolidate scattered records into a structured system
- Use it together with other CHC ONE modules
- Configure processes for the needs of different industries
- Enable teams to work with shared customer information
- Expand the modular structure as your needs evolve
Customer Management
Module Screens
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Customer Management Manage customer records, contact information and related processes from a single screen.
Records shown on these screens are sample (demo) data.
Solutions
Solutions that include this module
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Shopping Malls & Retail
Manage shopping mall and retail operations on one platform, from visitor engagement to campaigns and prize draws.
Modules in this solution: Forms, Campaigns, Sweepstakes, CRM, Reports, Integrations, +1 modules
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Technical Service & HVAC
Manage technical service requests, field operations and maintenance processes on one unified platform.
Modules in this solution: Forms, CRM, Work & Requests
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IT & Information Technology
Manage IT team activities, from service requests to operational processes, on one unified platform.
Modules in this solution: Forms, CRM, Work & Requests
Together, let’s build the right CHC ONE for your business.
We listen to your needs and plan the most suitable module structure with you.
Platform & security
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Modular Architecture
Use only the modules you need and expand your platform as your requirements evolve.
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Secure Infrastructure
Manage your business processes on a centralized platform with authorization and controlled access.
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Multi-Company
Manage different businesses and organizations on a shared platform infrastructure with a multi-tenant architecture.
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Expert Support
Get support from the CHC team when needed, from setup through day-to-day use.