Central contact information
View contact details in the customer record. Find the information needed for the business relationship and to follow up on requests.
Customer management
Find a customer and the context of their request.
Keep useful contact information and orders together. Prepare your conversations with a better understanding of the case, without searching across several workspaces.
Customer relationships built on clear information
A central record helps you identify the right person, find their orders and make information accessible to the relevant authorized people.
Search your customer base
Search for a customer to find their record more easily. Start from saved information when you need to handle a new request.
Orders and context
Find associated orders and useful history. Place the customer’s question in the context of their purchase.
Role-based access
Reserve viewing and actions for authorized profiles. Customer information remains available to the people responsible for handling it.
Example of use — illustrative scenario
Answer a question about an order
An example of finding information before getting back to a customer.
- Find the person
Search for the customer record using the information you have.
- Check their orders
Identify the relevant order and review the details needed to handle the request.
- Prepare your response
Use the record and its progress to answer with a precise understanding of the situation.
An educational example of a workflow, not a reproduction of an application screen.
Bring context to customer follow-up.
Create your account and discover how Storex connects customers to their orders.