Member / Customer 360° CRM — Segmentation and Multi-Channel Communication
A single profile that ties together every interaction, transaction, relationship and risk signal. GDPR-friendly, multi-channel communication and smart segmentation come standard.
One view of the relationship
Brings individual and corporate records onto one canvas — IDs, tax numbers, addresses, organization hierarchy, role, and family / business relations all on file.
Segmentation
Tiering (VIP, enterprise, recurring, opportunistic, one-time), rule-based auto-assignment, department ownership, free-form tags and an organization-hierarchy map.
Blacklist and risk
Blocked entries are denied in every collection flow; the risk score weighs refund history, charge-backs and fraud signals.
Communications and compliance
SMS (multi-provider), email (Mailgun, SMTP), WhatsApp (AI or manual), call-center integration, mail (PDF + post) — all triggerable from one profile. GDPR-style compliance: erasure, export and retention policies built in.
