Identity Management

Onboard customers, capture transactions from any system and create segmented personas. Provide your customers with amazing no-code apps.

Create and manage your contacts on CRM.COM.

Discover how to create and track customer events for financial and marketing objectives.

Group your contacts based on specific criteria.

Communicate with your contacts on a recurring or one-off basis.

Create and assign tasks to users or teams to perform particular actions.

Create and track the progress of your prospective customers.

Create service requests on behalf of your contacts or manage service requests created by your contacts.

Configure your front-end apps, e.g. the Contact App and Portal, Landing Pages and Mobile Pass Cards.

Generate insights and reports based on your business operations to monitor growth and identify areas of improvement.

CRM.COM Knowledge Base