A customer's entire history from their mobile number
A system for the quality department that replaced Excel files updated by hand all day long. Type a customer's mobile number and their whole history appears: tickets, meetings, calls, chats and contracts. The data is pulled from the company's systems automatically; nobody types it in.
How it works
See it in action
The system's modules in one window, used by the team every day. Pick a module to see what it does.
✓QualitySearch by mobile or codeQQuality supervisor
Customer baseSearch by mobile number
1 ticket2meetings3 calls1 chatMatched on the last 9 digits
C-74215Mr. Fahad •••Ride-hailing app for riders and driversOdoo · Meetings · Call center · WhatsApp
OdooTicket C-74215 · updated todayQuote in progress
MeetingToday 15:00 · Online · minutes doneMeeting held
CallInbound · 10:05 AM · 2:411×
WhatsAppFrom a Snapchat ad · Apps campaignChatwoot
EmployeeSuccessful callsMeetingsContractsDeductionsNet this month
1RReem •••14122−262
2SSalem •••11131061
3NNoura •••1691−154
4FFaisal •••9101−347
5HHind •••1270041
✓ Meeting held C-74215 · +3 for Salem
The challenge
The quality department updated an Excel file by hand all day long, and its only source was messages from the team. Each month had two sheets, columns moved around from month to month, and statistics were typed in by hand instead of calculated.
What sets it apart
One key for every customer
The mobile number links everything across the company's systems, however it was written, so the same customer shows up everywhere.
Nobody types data by hand
The calendar, sales systems, chats and calls are pulled in automatically throughout the day.
No meeting slips through
A reminder before the meeting, a question after it: did it happen? And minutes that can't be saved incomplete.
Everyone sees only what's theirs
Permissions are enforced in the database itself, so employees see only what they're entitled to.
Quality Champions
A board that highlights, every month, who kept up with their customers, so the team knows commitment is seen and rewarded.
Free session · 45 minutes
Have tasks that repeat or take too long?
You'll leave the session with a clear estimate: whether automation is worth the investment, how much it will save, and in how many weeks.
