Understand the person
Keep contact details, interests and communication preferences in one customer profile.
All features
ONE CUSTOMER. THE WHOLE RELATIONSHIP.
One customer record. A much fuller picture.
Follow Sara from a first question to a sale and the next conversation. The customer stays at the center while her profile, sales records and shared history grow around her.
Customer journey
See the story come together.
Paused · explore at your own paceExample data only. No messages, quotes, orders or payments are created.
Day 1 · 09:30 · EXAMPLE RECORD
A question becomes the first touchpoint.
Sara starts an Instagram conversation about a gift. The team has a place to record who she is, how she found the business and what she needs.
ConversationInstagram
Day 1 · 09:30The first message stays connected to the customer record.
The sales context stays connected
See the opportunity, proposal and related records without losing the customer’s story.
Lead / pipeline
New · awaiting qualification
Quote
Not created yet
Related order
No order linked
Next action
Understand the request
One timeline, every meaningful moment
The visible history grows as you move through the journey.
- 01Day 1 · 09:30Instagram enquiry received
Automatic playback starts paused to match your motion preference. You can explore each moment manually.
Useful to sales. Useful to support. Familiar to everyone.
Understand the opportunity
Connect eligible lead, deal and quote records so the commercial context is easy to find.
Understand what happened
See accessible conversations, tickets, appointments and form activity in the shared history.
Availability of Customer CDP, sales, audiences, journeys, memberships, forms and appointments depends on your plan. Compare plans to see what each plan includes.
Choose the right plan
Plan availability
Availability depends on your plan and workspace setup. Audiences, journeys and memberships have their own eligibility. Compare plans to see what each plan includes.
Compare plansA few useful details
Which plans include Customer CDP?
Customer CDP availability and contact allowances depend on your plan. Compare plans to see what each plan includes.
Does that include every audience or membership feature?
No. Base CDP, audiences, journeys and memberships are separate entitlements. Their availability must be shown individually in the plan comparison.
See how this could work for your team.
Walk through your channels, customer journey and plan requirements with HueChat.