CRM for Customer Service

Cultivate customers, 
not tickets

Forge deeper customer relationships through complete contextualized data at your fingertips.

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Split-screen image: On the left, a customer insights panel lists details about a VIP member’s subscription; on the right, a smiling man is shown. A line links the panel to the man, identifying him as Ty Simmons.

Boost Your Order Value by 26% with Data-Driven Conversations

A woman with curly hair, wearing a blue sweater and a paint-stained apron, talks on her smartphone. Next to her is a digital interface displaying customer support messages and order details.

Unlock a 360° view of your customer

Kustomer captures a holistic view of your customers—far beyond just order details. It includes purchase history, preferences, and insights from various sources to create comprehensive, detailed customer profiles.

A woman holding a baby sits at a table with an open laptop and smartphone. An on-screen overlay shows customer details, including name, email, phone number, ratings, and Shopify tags.

Proactive Conversations, Real-Time Personalization

Kustomer collects data at the point of order, enabling proactive, personalized conversations with real-time updates that helps proactively service customers.

A man with curly hair and a headset speaks while seated. Beside him is a superimposed screenshot of a business rule management interface displaying options for automating tasks such as updating data and sending messages.

Effortless Data Access, Reduced Costs

Data in the Kustomer platform is easily accessible, actionable, and searchable. Seamless webhook updates reduce API calls, speeding up access and cutting costs while minimizing engineering efforts.

Put the customer back in CRM

Custom objects and attributes
Workflows
Tasks
Timeline
Permissioning
Data Integrations

Capture important context about customers

Custom objects and attributes in Kustomer track information unique to your organization on customers, conversations, and more. Kustomer ensures data and context is structured in a flexible, scalable, and easily accessible way. Our custom objects also allow you to draw relationships between them so that all relevant data is connected.

A user interface screen titled Respond with AI shows steps for setting up object classes, attributes, description, and brand voice. Object options include Customer, Order, Price, Status, and Email, with standard or custom labels.

Automate a sequence of tasks

Service process automation is critical to scaling your business. Workflows in Kustomer enable you to automate repetitive tasks, providing your team with much needed time and information to resolve difficult conversations quickly.

A workflow dashboard displays three automation tasks with statuses: copying Postmark message receipts, syncing Shopify order updates, and tagging VIP conversations. Buttons to add workflows and toggle automations are visible.

Ensure your agents are working efficiently

Ensure your agents are working efficiently. The Team Pulse dashboard allows managers to view what agents are working on in real time and quickly jump to the customers and searches that agents are viewing instead of relying on manual searches. Team Pulse also allows team leads and admins to understand the current state of your queues and manually move eligible agents from a less busy queue to one with a large inbound volume, resulting in a lower wait time for your customers.

A task creation form on a light purple background shows fields for task name, description, assignee, due date, and related conversation, all filled out with details about a defective couch platform base.

Single pane of glass to get 360 view of customer

The timeline is where agents spend most of their time interacting with customers. This is where you'll see a chronological list of all customer interactions with your company, like email and chat conversations, order history, appointments, and purchase history.

Screenshot of the Kustomer Timeline with a sample customer's order history

Grant users different levels of access

Have total control over what every user can see and do in the platform, with create, read, update and delete permissioning across the platform – from webhooks to searches. Mask specific data based on user or role types and filter conversations based on customer attributes to ensure only specific users can access your most sensitive information.

A screenshot of a table labeled Permission Sets listing roles—Org Owner, Administrator, Content Administrator, Manager, and User—along with brief descriptions of their access levels. The background is light purple.

Access relevant data from external systems

Kustomer is built to easily ingest customer data from any 3rd party system. We offer an ecosystem of plug-and-play apps, turnkey integrations with the major solution providers and professional services experts to build custom integrations to solve for even the most unique use cases.

A data import dashboard displays a list of imports with columns for name, import source, status, creator, and date. Various status steps and import sources are shown against a light purple background.
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"We love the Kustomer timeline. It’s one simple place where we can view data across email, live chat, telephone, SMS, Facebook and sales data. By having a 360 degree view of the customer, it enables us to respond to them more quickly and with more relevant information. Our products are highly technical, so by tracking our customer experience with our product, we can better serve them and better learn from their experiences."

Dave Weiner

Founder & CEO

See why customer-obsessed companies switch to Kustomer’s CRM.

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