Customer Details

Customer Details

Get Instant Details of Your Inbound & Outbound Customers

Get detailed information about your customers on call based on their past interactions. Personalize your service and make your customers feel valued.

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Know Your Customers Better

Create Custom Note

Create Custom Note

Store some critical information about the interactions with your customers for future reference.
Centralize Your Contact Details

Centralize Your Contact Details

Access the information about your customer instantly such as history, queries, purchase details, and preferences.
Improve Customer Experience

Improve Customer Experience

Feed your agents the detailed information about your clients and make your customers feel special.
What is the Customer Details Feature?

What is the Customer Details Feature?

Customer Details is a reliable feature that organizes and provides all the essential customer information in one place. Think of it like a different digital profile for all those customers who come into your contact which your agents can access instantly. Those profiles basically hold information like customer names, phone numbers, email addresses, records of past calls, chats, etc.

How does Customer Details Feature Works?

How does Customer Details Feature Works?

  1. Customer Data Collection
    The system enables you to gather all the major information through calls, forms, or CRM integration.
  2. Centralized Storage
    All customer data will be stored in a secure and centralized database.
  3. Real-Time Access
    When a customer calls you, you can instantly search for the customer by their contact name and access information in real time.
  4. Updates and Notes
    Based on the interaction you have with your customer, you can add more updates and notes for future reference.

4 Ways to Use Customer Details For Your Business

Resolve Issue Faster

All the information you need about your customer is at your fingertips. Your time won't go wasted in repetitive introductions of customers and their issues. So, dive straight into issue resolution.

Personalized Customer Experience

Greet your customers by name, reference past interactions, and provide tailored recommendations and service. Personalize your customer support and win your customers.

Manage Leads Properly

Prioritize and nurture your leads effortlessly with customer details. Allow agents to identify high-potential customers, track progress through the sales funnel, and convert inquiries into customers.

Improve Team Collaboration

Provide a centralized database to store your customer details promoting seamless collaboration between departments. Whether it's your sales, support, or marketing team, everyone can access updated and consistent information.
How to Access Customer Details Using AakashTel?

How to Access Customer Details Using AakashTel?

  • Stay logged In
    Stay logged into your account in AakashTel’s call center software solution.
  • Access Customer Details & Receive Call
    When your customer calls you, You can see their contact name or number in your dashboard. Based on the contact name or number displayed on the screen, Click on the “Insights” section where you can search the customer by their contact name or number to access all the stored information within a second.
  • Personalize Your Customer Service
    Now use that information to talk and build a meaningful connection with your customer.
Don't let customers hang (up).

Don't let customers hang (up).

Contact sales

Other features you might like

Call Tagging

Call Tagging

Organize and categorize calls by leveling them (e.g. “Follow up”, “Complaints”, “Sales”).
Personalized Messages

Personalized Messages

Make your customer feel special with a personalized experience in every step with pre-recorded voice calls and the most suitable expert assistance.
Call Notes

Call Notes

Create and access the important notes you created in your past conversations and use them in future calls.
Click-to-Call

Click-to-Call

Simplify your customer communication, reduce errors, and save time by enabling agents to call directly from a CRM or web interface with a single click.
FAQs

FAQs

Get your questions and confusions answered quickly. Feel free to contact us now for your unanswered queries.

Customer details management refers to the systematic approach of collecting, organizing, and maintaining comprehensive information about customers within call management software. This includes contact information, interaction history, preferences, and other relevant data, enabling businesses to provide personalized and efficient customer service.

Our call management software does that for you seamlessly. You can easily track the call recordings, previous interactions while in call with customers, call notes, tags. With our solution, you will not miss any of your customer interactions, can personalize your support and make your customers feel special.

Effective management of customer details provides valuable insights into customer behaviors and preferences. Analyzing this data enables businesses to make informed decisions regarding product development, marketing strategies, and customer service improvements, ultimately driving growth and profitability.

Absolutely. Small businesses can greatly benefit from customer details management by gaining a deeper understanding of their customer base, enhancing personalized communication, and building stronger relationships. This leads to improved customer satisfaction and a competitive edge in the market.

Absolutely! Our software auto-populates customer profiles from call logs, emails, and forms. For instance, restaurants in Nepal use this to sync reservation details from phone calls to their database.

Banking: Track loan inquiries and client risk profiles. E-commerce: Manage order histories and delivery updates. Healthcare: Securely store patient interaction records. Education: Monitor parent-teacher communication.