Easily classify contacts into groups, then monitor their interactions with you in the Contact Log, view activity over time, and create detailed reports to improve your marketing strategy. Access critical customer data including key contacts, communication history, and more quickly and easily with customer contact management. You’ll get a complete picture of every customer, from insights about how to engage with them to deals they're involved in.
You can add or import an unlimited number of contacts and organize them as you please, including primary information, and a clear and practical way to view your customers.
Contact management is simple, just clicking on the contact will show you the entire engagement history of the customer.
erxes helps manage, organize and keep track of customers. We offer segmentation, tags, and filtering tools to get a 360-degree view of your data.
Our services help organize and manage your contacts. You can easily filter contact lists based on tags, segments, and custom fields and automate personalized messages for target customers.
Manage Visitors, Customers, and Companies
Access our all-in-one CRM system in one go. Effortlessly coordinate and manage your contacts and interact with customers. Erxes Contacts provides segmentation tools to work more efficiently.
Add, import, and export your contacts easily
Add or import an unlimited number of contacts to Erxes. The contact list will give you primary information of customers, and a clear and practical view to stay organized.
Customer history page
One-click on the contact will provide more details about the customer and their previous engagements.
Set up segmentation and tag
To give you a 360 degree of view, Erxes allows you to set up customer segmentation and tag while communicating with your customer.
Contact your segmented customers
Filter your contact list with tags and segments, reach your targeted customers with automated personalized messaging.
Build your customer database
Erxes provides a clear and easy-to-use Contact Management tool to build your customer database with all necessary information and segments. Categorizing your customers by integrations, brands, and pop-ups will help set up a successful marketing campaign or reach your targeted customers with personalized information.
The Contacts plugin is available at erxes marketplace for all users when you get started with erxes. It comes for free as it’s one of the core plugins erxes provides.
⚙️ Self-hosted client, please go to the plugin installation documentation to install the Contacts plugin after installing the erxes XOS.
💻 SaaS clients, when you sign-up for erxes Contacts plugin will be there already, so just go along with this guideline to get started with this plugin.
LET’S GET STARTED
The Contacts can be found on the left-hand side of the screen when you enter erxes. By selecting the pin, you will be able to place the sign on the plugins bar visible.
When you open the contacts, 6 targeted modules are categorized on the top of the page. All of them has own targeted clients
- Visitors All users who visit the website where the web messenger is located are recorded.
- Leads Lead registers here all the contacts who are interested in /facebook, callpro, form/ in a certain way, write chat comments and create call suggestions.
- Customers Users who have paid for a certain amount of products and services in the organization are registered here.
- Companies All the companies that need to be registered with other types of contact companies and partner suppliers are registered here, classified by TAG.
- Team Members Specific information (name, code, phone number, and email, etc) of invited members is recorded. You are able to customize all their related data and set the activation
- Client Portal Users Users who utilize your client portal website, a protected website where you can share and exchange sensitive information with your clients, are registered here.
Step one. Set up your properties
To import any of the above data, you’ll need to set up your properties to ensure what you’re about to import to your erxes project has the same field as prepared in erxes. Go to the Property plugin to set up your properties matching your import file.
Step two. Collect the datas
You can collect the datas using the next 5 steps
- Import your previous contacts
Use the Import/Export feature as a tool to bulk all your previous Customer or Lead contacts to the chosen module. - Collect visitor information
First, create your erxes Messenger to get information to users who visit the website or to access popular questions and answers via the messages. - Sync email contacts
Integrate your email address to sync email contacts from featured add-ons, comparing all email folders within your email client/app to each on the email server’s email servers to determine whether importing, deleting, or moving messages from one folder to another is necessary, regardless of whether or not you created a folder. - Start capturing social media contacts
Start charging from social media add-ons in the app store to start capturing Leads. Please have a look at available Add-ons in our Marketplace - Generate contacts through Forms
Establish your Forms and start collecting Leads to lead a team and align the technical direction.
Step three.
Once you have collected all the information, you can segment them by Tags using the Tag plugin and the Segment plugin to be able to use those contacts effectively.
In this century, the data is worth millions. With the right data in hand, you can see the problem clearly and the data itself can let you know what actions you should take instantly. Datas in your contacts can be used:
Marketing campaign
Post out the information about your new products and services to the target audences at your database.
Onboarding sequence
Guide your new customers to the right direction and enable them to have the most out of you.
Standart operating procedures
Build employee handbooks, sales/marketing/onboarding playbook
Lead Generation tool
Just place the widget and forms in the right place and wait for the business to bloom.
Part of your operation
Automate your entire business operation automated with no confusion and complication.
Filtering
Contacts can be filtered by tags, segments, integrations, brands, forms, dates on the left side.
Now that you can set up your Contacts to collect the data, please go to the following use cases to learn more about how you can use the Contact plugin and master it.
✌️ Enjoy your journey with the Contact plugin
