Browsing CRM client profiles

In the Customer profile, all information about an individual user collected by Synerise can be found in one place. Just go to the CRM tab and click on a customer name.

Screenshot presenting what a client profile looks like

The CRM profile contains all important information about a specific customer. It consists of three columns. All of them will be described in details below.

  1. The first column, located on the left side of the card, includes demographic data about the client as well as information about the devices and browsers they use. This is where you can edit the customer card, manage marketing consents, add customer attributes and delete or assign tags, as well as store customer contact details.
  2. The middle column shows an overview of all activities, including events connected with user behavior and system-related events. In this section, you can also send a message to the customer or prepare notes for them.
  3. The column on the right shows dynamic information, such as expressions, segments or aggregates.
Note: More information about CRM can be found in the CRM profile article.
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