Customer context, at hand

Know the customer behind the next conversation

Bring customer records, order history and service tickets into one operational context. Review product feedback and buying interests before deciding what should happen next.

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6 connected capabilities

bmanager.io / Customer context, at handExample workspace

CUSTOMER / C-0128

The person behind the order.

Returning customer

Customer contextOrdersTicketsInterests

Current service contextOpen ticket

TICKET CS-014 · ORDER #BM-2048

Question about delivery

“Can you confirm which shipment this order belongs to?”

Order linked1 attachment

Latest purchase
Oak bedside table · Order #BM-2048
2,100 DKK
Product interest
Saved: matching oak chest
Wishlist
Stock follow-up
Notification request for linen cover
Recorded

Fictional record. Saved interest and notification requests are distinct from completed sales.

Illustrative product view · Example data

Start with the customer

See contact details and purchasing context together.

Follow the conversation

Keep tickets, messages and attachments linked to the customer and order.

Understand future interest

Review wishlists, stock requests and loyalty history where configured.

The workflow

Built for the way
the work moves.

01
Find the person
Locate the customer by contact details and review their record.
02
Read the context
Check buying history, the related order and open service tickets.
03
Follow through
Handle the ticket or review recorded product interest and feedback.

Service starts before the reply

Understand which purchase the conversation concerns and what has already happened.

Customer and order references on tickets
Message chronology and attachments
Customer purchase metrics

Buying signals beyond an order

Keep customer interests visible without turning them into an unsupported sales prediction.

Wishlists and saved products
Stock notification requests
Product reviews and loyalty point history

Explore the detail

A dedicated place
for every capability.

See how each part of customer context, at hand works, and where it connects.

Customer records

Find contact details and purchasing context in one customer record.

Explore feature 02

Customer service tickets

Keep a service issue connected to its customer and order.

Explore feature 03

Product reviews

Review customer feedback against the relevant product.

Explore feature 04

Customer wishlists

Understand the products a customer has chosen to save.

Explore feature 05

Customer loyalty points

Inspect point balances and the history behind loyalty changes.

Explore feature 06

Requested stock alerts

Preserve customer interest in products that need a stock follow-up.

Explore feature

Good to know

The practical
questions.

Is this a general-purpose sales CRM?

The customer workspace is oriented around commerce and service records. A general-purpose opportunity pipeline is not established by this source review.

Can loyalty points be used on every store?

Loyalty behavior depends on storefront configuration and the relevant service. Balances and expiry rules are not universal across integrations.

Are stock notifications guaranteed to be sent?

Requests record customer interest. Notification delivery depends on stock changes, configured workflows and messaging services.

Keep the context connected

The next part
of the picture.

Start with your business

See the whole picture.

Explore the workflows that matter to your team, then take the next step.

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