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Platform overview
05Customer 360

Every subscriber, one timeline.

A complete CRM for recurring delivery, searchable customer records, lifecycle pipeline, delivery history, communication log, segments and support tickets in one place.

Customer 360
What this module does

The CRM built for subscribers, not leads.

Customer 360 is the CRM at the heart of Rekart. Every customer has one record, profile, subscriptions, deliveries, transactions, bills and conversations on a single screen. Search or filter by balance, route, hub or last delivery, then act on what you find without leaving the customer.

1
unified record per subscriber
360°
view across every module
0
spreadsheets to reconcile
PROFILES

Customer Profiles

One profile per customer with subscriptions, transactions and deliveries at a glance, plus editable contact and address details.

Subscription, transaction & delivery counts
Profile, address & plan status in one view
Customer Profiles
DELIVERY HISTORY

Delivery History

A dated record of every delivery per customer, product, quantity and rate, alongside transactions, containers and bills.

Date, product, quantity & rate per delivery
Transactions, containers & bills tabs
Delivery History
COMMUNICATION LOG

Communication Log

Every WhatsApp, SMS, email and push notification sent to a customer, logged against their record and filterable by lifecycle stage. See exactly what your new leads received, which trial customers you're nudging, which low-balance customers need a reminder, which at-risk customers to win back, and which stopped customers to reactivate.

Every touch logged per customer, across WhatsApp, SMS, email & push
Filter by lifecycle stage: new leads, trial, low balance, at risk, stopped
Communication Log
SEGMENTS

Segments

Filter customers by subscription status, wallet balance, last delivery date and any hub, zone or route.

Status, wallet balance & last delivery filters
Hubs, zones, areas & route selection
Segments
TICKETS

Tickets

Track every customer issue with category, status, priority and scope, so nothing gets lost between teams.

Category, status, priority & scope
Searchable by customer, ID or phone
Tickets
Frequently asked

Customer 360, answered.

See Customer 360 running on your own numbers.

Live in about a week, assisted migration included, one platform, six modules, one customer record.

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