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✦ AI feature · Customer insights

Know which customers to contact today, and what to say

Orders, invoices, payments, messages and campaign history come together in one view of each customer. The CRM agent spots who is due to reorder or going quiet, and the marketing agent builds WhatsApp and SMS campaigns from a sentence.

Meridian Hotels
Hospitality · Mumbai · Active
Revenue
₹58.4L
Orders
14
Last order
41 days
Meridian usually orders every 30 days. It has been 41 days, so a follow-up is recommended.
Create WhatsApp follow-up
Festive refresh · WhatsApp₹6.8L
4,821 sent · 387 replies · 74 orders
Version B got 18% more replies than version A.

How it works

01
One view per customer

Revenue, outstanding, orders, last contact and campaign history together.

02
Signals are spotted

Missed reorder cycles, cold quotes and unpaid invoices are picked up automatically.

03
Act from the suggestion

Draft a message, send it, or build a campaign for everyone in the same situation.

What it does

Customer 360
Every order, invoice, payment and message in one place.
Reorder reminders
Customers past their usual order cycle.
Hot leads
Ranked by quotes, replies and purchase history.
Campaigns from a sentence
"Customers over ₹50,000 in 6 months who haven’t bought in 60 days."
Two versions and a send time
Written for you and tested against each other.
Campaign analyst
Replies, orders and revenue, with what worked best.

You stay in control

Messages are drafted for you to edit before sending.
Customers with an overdue invoice are left out of promotions.
Campaigns to more than 1,000 people need approval.

More AI features

Business BrainMorning briefing and action center across every module Ask AIAsk your business anything, then tell it what to do AI agentsSpecialised agents with permission levels, plus a workflow builder CollectionsInvoice follow-ups matched to each customer’s payment history Supplier intelligencePrice changes, delivery scorecards and quotation comparison People AIHR assistant, attendance alerts, payroll checks and screening Document AIReads invoices, receipts, CVs, quotations and contracts

Try Customer insights free for 14 days

Included on Growth and above. No card needed to start.

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