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A clearer relationship with every customer.
Bring company details, contacts and their communication history together in UCaaS. Give your team the context to follow through.
The company. The people. The connection.
Organize the company as an account and the people you work with as contacts. Keep the relationship clear as your team follows up.
Accounts
Company information, address and the team responsible for the relationship.
Contacts
The people you reach, their contact details and the company they represent.
Company account
Afaq Supply
Riyadh · Saudi Arabia
Purchasing contact
Linked contact
Operations contact
Linked contact
A contact can stand independently of a company account.
The details behind the next decision.
Keep customer details, related conversations, service tickets and merge history within reach.
Purchasing contact
Afaq Supply
Account
Afaq Supply
Phone
+966 5X XXX XXXX
City
Riyadh
purchasing@example.com
Assigned to
Sales team
Country
Saudi Arabia
Supply requirements
Sales team
Registration documents
Operations team
A reference for previous record merges.
Review the merge history associated with a contact when previous merges are available.
Delivery address update
In progress
Operations team
Document request
Completed
Sales team
Search customer records
Afaq Supply
Company account · Riyadh
Purchasing contact
purchasing@example.com
Operations contact
operations@example.com
No matching record. Try another name or email.
Search records by name or email.
Find the right record while the customer is with you.
Find accounts and contacts by name, email or phone number, then open the record you need.
Search the details you know
Use the customer details already saved in your directory.
Keep the record current
Edit account and contact details as the relationship changes.
Your process. Your board.
Organize follow-up around people, businesses and public-sector organizations. Choose the stages and card details that suit each workflow.
1. Choose a workflow to change the board
2. Drag a card — or select it, then choose a stage
Drag a card into another stage. Or select a card, then choose “Move selected card here” under its destination.
From an enquiry to an agreement.
4 stages · 5 records
New opportunity
2
Company
Riwaq Studio
Workspace subscription
Try moving it
Individual
Reem Khalid
Personal training package
Select or drag
Discovery
1
Public-sector team
Facilities Department
Service contract enquiry
Select or drag
Different interests. A clear next step.
3 stages · 6 records
New interest
3
Individual
Joud Saleh
Asked about course dates
Try moving it
Company
Nawras Trading
Requested a demo
Select or drag
Public-sector team
Community Programs
Training enquiry
Select or drag
Qualified
2
Individual
Faisal Ali
Selected a suitable package
Select or drag
Company
Misk Workshop
Requirements confirmed
Select or drag
Make the work itself the focus.
3 stages · 4 records
To do
2
Internal task
Prepare the onboarding guide
For the customer success team
Try moving it
Account task
Review the renewal
Sahab Engineering account
Select or drag
Done
1
Service task
Share the delivery report
District services team
Select or drag
Keep every service request moving.
4 stages · 5 records
Received
2
Individual
Request 2041
Bader: update the booking
Try moving it
Company
Request 2042
Aseel Retail: invoice copy
Select or drag
Reviewing
1
Public-sector team
Request 2043
Visitor center: access enquiry
Select or drag
Waiting for details
1
Individual
Request 2044
Dania: delivery details
Select or drag
Follow up on each payment stage.
3 stages · 4 records
Due
2
Individual
Invoice 310
Waleed: membership renewal
Try moving it
Company
Invoice 311
Madarik Consulting: services
Select or drag
Payment arranged
1
Public-sector team
Invoice 312
Facilities unit: maintenance
Select or drag
A delivery journey with more stages.
5 stages · 7 records
Confirmed
2
Individual
Order 701
Salma: home delivery
Try moving it
Company
Order 702
Hattan Café: supplies
Select or drag
Preparing
2
Public-sector team
Order 703
School facilities: equipment
Select or drag
Individual
Order 704
Talal: pickup arrangement
Select or drag
From an agreed scope to a completed handover.
5 stages · 6 records
Planning
1
Individual project
Home renovation
Sara: schedule approved
Select or drag
Execution
2
Public-sector project
Visitor service rollout
Public visitor center: implementation
Select or drag
Training project
Team onboarding
Darb Academy: training sessions
Select or drag
Acceptance
1
Healthcare project
Clinic relocation
Wisal Clinic: final inspection
Select or drag
Completed
1
Community project
Community event
Neighborhood association: delivered
Select or drag
Sometimes, two stages are enough.
2 stages · 3 records
Needs review
2
Individual
Service application
Maha: supporting documents
Try moving it
Company
Supplier registration
Mawrid Supplies: registration
Select or drag
Ready to proceed
1
Public-sector team
Coordination request
Public services team: readiness
Select or drag
Choose a workflow above, then try moving a card.
Your labels, fields and stages shape the workflow.
Your customer data already has a starting point.
Bring existing records into UCaaS and export the selected records when your team needs them.
customer-list.csv
Account
Contact
Afaq Supply
Purchasing
purchasing@example.com
Afaq Supply
Operations
operations@example.com
Import existing records
Move account and contact lists from CSV or XLS files.
Export the records you select
Choose the records to export in CSV or XLS format.
Put your customer knowledge to work.
See how your team can organize customer records and reach the information behind each follow-up.
Explore Customer 360 with us