15+ data sources converge into one customer profile: unified identity, omnichannel timeline, CLV, survey responses — open one page and know everything about this person.
Left panel shows core profile and value. Right side has eight tabs for detailed info. Freely resize and collapse anytime.
Phone contacts, MP followers, Mini Program buyers — the identity resolution engine identifies, binds, and merges fragmented identities into one customer profile.
Supported Identity Operations:
No more switching between systems — one customer's info, interactions, tasks, and files are all neatly organized on one page.
Basic info / behavior data / deals — three sub-tabs, everything at a glance.
All events grouped by channel & category in a serpentine timeline.
All linked survey responses, expand to see full answers.
All todos and follow-up tasks for this customer, assigned to owners.
Internal notes from sales and service staff for team collaboration.
Centralized management of customer-related files and attachments.
Digital business card display for quick identification and sharing.
Complete conversation history in WeChat Customer Service channels.
The first thing sales see when opening a customer page — how much effort is this person worth? CLV, opportunity progress, lifecycle stage all in one glance.
Lead flow, WeCom conversations, MP interactions, AI analysis, workflow execution — all events written through a unified entry point, auto-classified and attributed to channels.
Page views, menu clicks — gray label, high volume but no individual alert needed.
Lead assignment, appointment creation, AI scoring — orange/blue label, worth noting.
WeCom friend added, opportunity won, first visit, payment — green/purple highlight, spotted instantly.
Contact-to-contact relationship modeling covering family members, referrals, colleagues — AI assistant can query and create relationships directly.
AI assistant provides the following tools — no dedicated graph UI needed:
Household relationships also roll up into family CLV — one person converts, the whole family's profile updates.
Request a demo — we'll run identity resolution and profile building live with your real scenario.