Customer Overview

This article explains how to leverage Thulo Cloud's customer profiles to access a centralized view of all your customer interactions and data, fostering a deeper understanding of your customer relationships.

Thulo Cloud Customer Profiles:

Customer profiles within Thulo Cloud offer a comprehensive dashboard for all your customer-related information. Here, you can access and manage:

• Customer Details: Basic contact information, company details, and other relevant customer data.
• Invoices & Estimates: View a complete history of invoices and estimates associated with the customer.
• Contracts: Access and manage any contracts established with the customer.
• Support Tickets: Track all support tickets raised by the customer, ensuring efficient issue resolution.
• Customer Notes: Add internal notes for your team to collaborate and track communication history.

Benefits of a Comprehensive Customer View:

• Improved Customer Relationships: Gain a deeper understanding of customer needs and preferences.
• Enhanced Team Collaboration: Facilitate information sharing and coordinated customer service efforts across your team.
• Streamlined Workflow Management: Access all customer data from a central location for efficient management.

By effectively utilizing Thulo Cloud's customer profiles, you can gain a holistic view of your customer relationships, improve collaboration within your team, and deliver exceptional customer service.

Additional Notes:

• The specific information displayed in a customer profile might vary depending on your Thulo Cloud configuration and installed modules.
• You might require specific user permissions to access all features mentioned in this article.