The Customers Page
Customers is your built-in CRM — everyone your business has a relationship with, in one place. No separate tool, no exporting. Olori reads and updates it directly.
The five tabs
Contacts
Everyone you deal with — searchable, sortable, with notes and a fit score on each person
Pipeline
The deal board from first contact to close — drag a card to move a deal for real
Leads
Prospects Scout discovered for you, each scored for fit with a plain reason
Segments
Your ideal customer profile and targeting lists — who Scout hunts for
Activate
Customers who have gone quiet, grouped for win-back campaigns
Let Olori run it
Command Center
"Move Adaeze from Discovery to Qualified and draft a follow-up email for her."
Ask Olori to add contacts, import a list, move deals between stages, or start a win-back push for dormant customers. Leads captured by your website chat and found by Scout all land here automatically.