Every rep gets a list of the customers they own, switchable across four views — grid, card, board and calendar — with tag filtering, status filtering and follow-up reminders all in place, so a key account manager keeps 100+ customers in perfect order.
From customer selection to follow-up capture, every step is designed around the sales workflow
Grid view for batches, card view for avatars, board view for stage drag-and-drop, calendar view by next follow-up date — pick the handiest for the task at hand
20+ dimensions combined: customer tier, industry, source channel, follow-up stage, region, custom tags and more — locate target customers in seconds
Reminders when the next follow-up time arrives, with overdue customers highlighted red and pinned, so key customers don't go cold; dual-channel push on mobile + web
Write follow-up notes and set the next follow-up time inline in the list — no need to open the detail page; logging a single customer takes just 3 seconds
Bulk-import trade-show cards and form fills; the template auto-matches fields, error rows are highlighted for editing and re-import — a thousand customers in 5 minutes
Transfer a customer to a colleague in one click, release back to the pool, or add collaborators to share follow-up rights — seamless for handovers and teamwork
Some prefer list batch processing, some prefer card avatars, some prefer dragging on a stage board, some prefer planning on a calendar by next follow-up date. We don't force reps to change habits — we let the tool fit the person.
Open a customer's detail and there are 8 tabs: basic info / contacts / follow-up records / related opportunities / contracts / attachments / activities / collaborators / activity logs. Everything related to the customer is findable on this one page.
Responsible for 50-100 key enterprise customers daily, using the board view to advance by stage and the calendar view to plan the week's visit route.
50+ calls a day, using list view to scan the pending list in bulk and log call content inline while setting the next callback.
Channel customers managed in tiers by region + grade; tag filtering finds East China A-grade distributors in seconds for bulk campaign invites.
Taking over 30+ customers from a departed colleague: review history via activity logs, check the pipeline via linked opportunities / contracts, and complete a seamless handover within 3 days.
My Customers works seamlessly with the pool, contacts and follow-up records
Un-followed customers auto-recycle to the pool, claimable to expand your My Customers list
Multiple contacts under a customer, capturing the full decision chain / key people / points of contact
Visits / calls / emails and other follow-ups accumulate on the customer timeline
Mark key customers as watched for a dedicated priority channel
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