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Customer context, at hand

Customer records

Find contact details and purchasing context in one customer record.

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Part of Customers and service
bmanager.io / Customer context, at handExample workspace
CUSTOMER / C-0128

The person behind the order.

Returning customer
Alex MorganIllustrative customer record
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

Customers and service

From context
to action.

Give teams customer context without repeated lookup.

  1. 01

    Review the context

    Search the customer identity

  2. 02

    Work with the detail

    Review contact and address details

  3. 03

    Move the work forward

    Inspect the recorded purchase context

Metrics depend on the customer and order records available.

A connected capability

Customer records

Maintain customers and related operational records.

Explore the complete customer context, at hand workspace →

Keep the context connected

The next part
of the picture.

Business performanceProduct information and contentSupplier connectionsBuild your demo agenda →

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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