Discover everything about your customers and account starting from their first interaction with you to the average revenue generated by each of them. The plugin will empower you with the ability to improve each interaction with your customers and nurture long-term professional relationships with them.
User Guide
We have given 360 view on Contact detail view page so with just one click you got all the information of your customer.
In This Plugin, We have customized the contact and account detail page to showcase everything. We have also included 2 new tabs as below. - Journey Details Tab - More Information Tab.
Contact Detail Page - 360 View For Contact.
Below is the screenshot for contact detail page.you can see that we have cover up all the default modules of suiteCRM.
Here we have customize the activity panel of the suiteCRM by adding the filter options. when you click on scheduled calls at that time it will scroll down and open the activity panel with the filter option.
First Purchase Date Last Purchase Date Total Revenue of that customer Purchased product till date Average Revenue of that customer
Customer Journey Tab.
In Customer Journey Tab you can see all the information regarding your activities till date.
Check on Interaction Summary to view Customer Interaction.
First Purchase
Latest Purchase
Total Revenue
Products Purchased
Average Order Value
View Other Details Related to the Contacts.
Account Detail Page - 360 View For Account.
All functionalities of Account is same as contact module.
Here is the complete overview of this plugin.
Saving Comment...
