Skip to content

Customer & Relationship Management

This category includes platforms for customer data, relationships, and engagement. These platforms help organizations build and maintain strong customer relationships throughout the customer lifecycle.

Category Overview

Customer & Relationship Management platforms enable organizations to understand, engage, and serve customers effectively. They provide tools for managing customer data, interactions, support, feedback, and loyalty.

Platforms in This Category

Planned Platforms

  • CRM Platform - Customer data management, contact management, opportunity tracking, sales pipeline
  • Customer Data Platform (CDP) - Unified customer profiles, data integration, segmentation, activation
  • Customer Support Platform - Support ticket management, multi-channel support, SLA management, escalation
  • Help Desk Platform - Issue tracking, ticket routing, knowledge base integration, self-service
  • Ticket Management Platform - Ticket creation, assignment, tracking, resolution, reporting
  • Feedback Management Platform - Customer feedback collection, analysis, sentiment analysis, action tracking
  • Survey Platform - Survey creation, distribution, response collection, analysis, reporting
  • Review Management Platform - Review collection, moderation, response, analytics, reputation management
  • Loyalty Program Platform - Loyalty points, rewards, tiers, redemption, gamification
  • Referral Program Platform - Referral tracking, rewards, sharing, analytics, fraud prevention
  • Customer Onboarding Platform - Onboarding workflows, progress tracking, automation, personalization
  • Customer Success Platform - Customer health scoring, lifecycle management, expansion, retention

Common Use Cases

Sales Management

Use CRM Platform to manage sales pipeline, opportunities, and customer relationships.

Customer Support

Leverage Customer Support, Help Desk, and Ticket Management platforms to provide customer support.

Customer Engagement

Implement Feedback Management, Survey, and Review Management platforms to engage customers.

Customer Retention

Use Loyalty Program, Referral Program, and Customer Success platforms to retain and grow customers.

Integration Patterns

CRM Stack

flowchart TD
    Sales[Sales] --> CRM[CRM Platform]
    CRM --> CDP[Customer Data Platform]
    CDP --> Marketing[Marketing Platforms]
    Support[Support] --> HelpDesk[Help Desk Platform]
    HelpDesk --> CRM
    CRM --> CDP
Hold "Alt" / "Option" to enable pan & zoom

Customer Engagement

flowchart TD
    Customers1[Customers] --> Feedback[Feedback Platform]
    Feedback --> Analysis[Analysis]
    Analysis --> Action[Action]
    Customers2[Customers] --> Survey[Survey Platform]
    Survey --> Insights[Insights]
    Insights --> Improvements[Improvements]
    Customers3[Customers] --> Review[Review Platform]
    Review --> Reputation[Reputation]
    Reputation --> Response[Response]
Hold "Alt" / "Option" to enable pan & zoom

Customer Lifecycle

flowchart LR
    Onboarding[Onboarding] --> CustomerSuccess[Customer Success Platform]
    CustomerSuccess --> Retention[Retention]
    Retention --> Expansion[Expansion]
Hold "Alt" / "Option" to enable pan & zoom

Platform Bundles

CRM Essentials Bundle

  • CRM Platform
  • Customer Data Platform
  • Customer Support Platform
  • Help Desk Platform

Customer Engagement Bundle

  • Feedback Management Platform
  • Survey Platform
  • Review Management Platform
  • Loyalty Program Platform

Complete CRM Bundle

  • All CRM Essentials Bundle platforms
  • Customer Success Platform
  • Customer Onboarding Platform
  • Referral Program Platform