01
Customer identity
Maintain the customer and relationship context used across commercial and service work.
AVANTIQO CUSTOMERS & CRM
Customer master, history, search, sales context and business relationship record.
Built for Sales and service businesses. Start with this product on its own, then connect more Avantiqo products as your operation grows.
General BusinessHospitalityServices
CUSTOMER SYSTEM
Customers & CRM
Underlying engine
Customer
01
Audience
02
Conversation
03
Offer
04
Conversion
05
Learn
Operating principle
A focused product experience with connected business data and permissions.
Organization
Identity
Permissions
Records
Controls
Intelligence
Wallet
API
WHY THIS PRODUCT
Solve the job without buying more than you need.
Customer master, history, search, sales context and business relationship record. Your organization, users and business records stay connected when you add more Avantiqo products later.
For your team
Give the people doing the work one focused place to handle this part of the operation.
For management
Keep activity, exceptions and supporting records connected instead of spread across separate tools.
For growth
Add finance, workforce, customer, inventory, intelligence or other Avantiqo products when they become useful.
HOW CUSTOMERS & CRM WORKS IN AVANTIQO
Keep the relationship record attached to the work and money around it.
This is the operating chain behind the product—not a disconnected utility. Each step stays attached to the same organization, permissions and supporting records.
02
History and activity
Keep interactions, transactions and supporting records connected to the same party.
03
Operational handoff
Move from relationship context into sales, service, documents or finance without creating another customer copy.
RELATED AVANTIQO PRODUCTS
Continue inside the same operating family.
Social Distribution
Social Publishing
Schedule, queue and publish approved content to connected social channels.
Explore Social Publishing →
Attribution
Campaign Attribution
Connect campaign links, outcomes and analytics to measurable commercial performance.
Explore Campaign Attribution →
Communications
Omnichannel Inbox
Customer conversations, messages, attachments and drafts across connected channels.
Explore Omnichannel Inbox →
Loyalty
Loyalty
Customer loyalty state connected to customer identity and transaction history.
Explore Loyalty →
ONE BUSINESS. CONNECTED PRODUCTS.
Start with Customers & CRM. Connect more when you need them.
Your organization, people and records stay connected as you add more Avantiqo products.