Customer relationship management
Find opportunities. Grow relationships.
Understand customer needs and preferences, provide more personalized products and services, and give live agents and AI workflows the complete context needed to build lasting relationships.
Core tools for agents and managers
Phone integration
Match incoming calls with the customer database instantly and show profiles, contact history, and previous consultations so agents understand the situation immediately.
Multiple tags
Sales and service teams can add several flexible tags, such as purchase intent, high-value customer, or married, to take faster and more relevant action.
Import and export
Bring customer lists from Google, Outlook, and other sources into FIRST LINE with a formatted CSV, and export data whenever you need a backup.
Service history
Record when every customer conversation starts and ends and preserve its full context for analysis or future review.
Company records
For B2B teams, group contacts under a company structure with fields such as company name and registration number for unified management.
Merge customers
Combine duplicate customer records, including custom fields and associated tickets, to keep business data clean and free of duplicate entries.
Deliver the right information to the right people.
Segmented marketing
Understand customer backgrounds and behavior, then filter audiences by age, gender, purchase intent, and other conditions so relevant content reaches the people most likely to need it.
- Live chat
- Automation
- Sales
- Service log
Give every conversation more context.
Customer database
Customer service and CRM work together so agents can see customer information and analyze it in real time. Whether AI or a live agent takes over, the full background supports more personalized, relevant service.
Custom fields
Drag and drop fields to create complete customer records without missing important information. Expand the data structure as your business grows and maintain the context your team needs.
- Name Text
- Birthday Date
- Gender Select
- Tier Select
- Preferred hours Select
Choose from text, dropdown, date, and other field types. Configure them for different business scenarios to build and manage customer information precisely.
- Visit date Date
- Practitioner Text
- Treatment Select
- Follow-up Date
- Notes Long text
Create fields that match your needs and keep data management flexible. FIRST LINE helps teams manage customer information systematically, improve service efficiency, and support business growth.
- Order no. Text
- Purchased Date
- Item Select
- Lifetime value Number
- Reorder cycle Number
Use tags to deepen the value of your data.
Flexible tags
Combine customer profiles and purchase history to understand the complete customer picture, identify needs and behavior, and build more precise sales and engagement strategies.
Make your customer service shine
Everything you need is at your fingertips. The best way to understand FIRST LINE is to experience the product yourself. Contact us now for a free trial.
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