Customer Management
When customer information sits in different systems, sales opportunities live in Excel and call notes stay in each team's own tracking, customer relationships fall apart. INNTHEBOX CRM brings customer, sales, marketing and service processes together on a single customer record. Teams don't just see the past; they also know what is happening with the customer today and what needs to happen next.
- 360° customer profile
- Opportunity and pipeline management
- Interaction history and notes
- Segmentation and tagging
- Tasks and reminders
- Team and territory views




























































































































