Slimbot
CRMWhat is Customers?
In Customers you manage your complete customer database: contact details, history and appointments together. So no one has to search through old e-mails or separate Excel lists and everyone in your business knows immediately who they're dealing with.
How does it work?
- Import your existing customers in one go or have them created automatically from a won lead.
- Open a customer card and see all contact details, notes and history together.
- Search and filter by name, location or customer type to quickly find the right person.
- Update details and keep the customer database current for your whole team.
Use cases
Painting company that sees per customer which jobs have been carried out before.
Dental practice that keeps patient data and appointments neatly together.
Wholesaler who has business customers with their terms on one card.
Gym that keeps member information and contact moments.
Benefits
- No more fragmented Excel lists.
- Everyone in your team works with the same up-to-date data.
- Quickly find the right customer thanks to search and filtering.
- Complete customer history always within reach.
Frequently asked questions
Can I transfer my current customer list from Excel?
Yes, you import your existing file in one go. Slimbot recognises the columns and converts them into neat customer cards.
Do my colleagues see the same customer details as I do?
Yes, everything is centralised. What one person updates, the other sees immediately, so you never work with outdated information.
Is my customer data stored securely?
Your data is stored on our own Dutch infrastructure and complies with GDPR. It is not used for anything other than your business.
Also within CRM
Deploy customers for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.