Customer Management / 01
One customer history
Keep contact details, previous enquiries, conversations and tasks together so customers do not need to repeat their story.
FixDigital / Knowledge
Customer management: keep the full context
A customer relationship continues after the sale. Consistent records make service and future communication more relevant.
Customer Management / 02
Clear team ownership
Maintain an assigned owner and current records. Match access to each role and, in agencies, the client companies they serve.
Customer Management / 03
Segments that inform action
Group customers by relevant status, purchase history and interests for proactive, scheduled communication, subject to applicable messaging rules.
Customer Management / 04
Turn context into follow-up
Use tasks and reminders to plan the next action. Connected commerce purchase records can inform future customer communication.
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Questions & answers
What is a CRM (Customer Relationship Management) System?
A CRM system is a platform that consolidates all customer information, communications, and actions in one place. FixDigital CRM allows easy management of all customer relationships: inquiries, calls, tasks, meetings, documents – everything from first contact to post-sale follow – up.
What Are the Benefits of Using FixDigital CRM?
The system presents a full picture of each customer – past inquiries, statuses, signed documents, WhatsApp or email conversations, payments, and more – in a clear and organized manner. This helps you make better decisions, improve service, and build stronger customer relationships.
What Information is Included in a Customer Profile?
A customer card in FixDigital CRM includes: Contact details Inquiry and purchase history Logged calls, messages, emails, and documents Open and closed tasks Customer status, sales process stages, and quotes Integration with automated actions and marketing conversions
How Does Customer Tracking Work in the System?
You can define custom statuses (e.g., “Interested”, “In Negotiation”, “Active Customer”, “Needs Attention”) and track every change. The system provides smart lists, automatic reminders, and ongoing updates -ensuring no customer slips through the cracks.
Can I Send Messages Directly from the System?
Absolutely. FixDigital CRM allows direct sending of WhatsApp messages (via official API), emails, and SMS – straight from the customer profile. Includes ready-to-use templates and automated personalized messaging based on status or scheduling.
Are There Management Reports for Customer Activity?
Yes. FixDigital CRM includes reports and dashboards displaying data on: Number of active customers New customers this month Open inquiries per customer Status of each customer’s support progress Revenue per customer or customer group All data can be filtered and easily exported.
What About Inactive Customers? Can I Re-engage Them?
Yes. Using marketing automations, you can initiate a customer retention process – for example: If a customer hasn’t acted for 60 days → Send a special offer / reminder / gift. The system detects inactivity and encourages the customer to return -automatically, with no manual effort.
Can I Store Files and Documentation for Each Customer?
Of course. Each customer profile can include attached files, digital signatures, contracts, invoices, price quotes, call recordings, and more – all stored and securely backed up in the cloud.
How Do I Start Managing Customers with FixDigital CRM?
It’s very simple: Upload your existing customer list, configure your process steps and custom statuses -and start working. The FixDigital CRM team will guide you through the full onboarding process, including training, customization, and dedicated support.