Unified profiles that tell the complete customer story

Know Your Customers Like Never Before

Customer Echo creates rich customer profiles automatically, combining feedback history, interaction timelines, satisfaction trends, and team insights. Every customer interaction adds depth to their story. Our AI-powered profiling system builds comprehensive 360-degree customer views that include behavioral patterns, preferences, lifecycle stage, and predictive analytics. Transform scattered customer data into actionable intelligence that drives personalized experiences and business growth.

SJ

Sarah Johnson

sarah.j@example.com

Active Customer
8.5
NPS Score
$2,840
Lifetime Value
Churn Risk Low (15%)
Upsell Potential High (78%)
Advocacy Likelihood Very High (89%)

Segments & Tags

VIP Customer Promoter Premium Plan

Satisfaction Trend (Last 6 Months)

Trending up ↗

Recent Activity

Left positive feedback

2 hours ago

"Excellent customer service! Very satisfied with the resolution."

NPS: 9

Support case resolved

1 day ago

Case #12847 - Product feature question resolved by Mike K.

Resolution time: 4h 23m

Upgraded to Premium

3 days ago

Account upgraded from Basic to Premium plan

+$50/month ARR

Feature request submitted

1 week ago

"Would love to see integration with Slack for notifications"

Forwarded to Product Team

Transform Data Into Deeper Customer Relationships

When you truly know your customers, you can serve them better

Automatic Profile Building

Every feedback and interaction enriches customer profiles without manual work

Complete History

See every touchpoint, feedback, case, and interaction in one timeline

Predictive Insights

AI predicts churn risk, lifetime value, and upsell opportunities

Team Collaboration

Share notes, tag colleagues, and build institutional knowledge

Everything You Need to Know About Every Customer

Rich profiles that empower personalized experiences

Unified Timeline

Complete chronological history of all interactions, feedback, purchases, and support cases in one view. Interactive timeline shows every touchpoint with your business - from first website visit to latest support ticket. Includes context about each interaction, sentiment analysis, and outcome tracking. Filter by date range, interaction type, or team member. Export timeline data for deeper analysis or compliance reporting.

Satisfaction Tracking

Individual NPS scores, satisfaction trends over time, and sentiment evolution charts for each customer. Track how satisfaction changes throughout the customer lifecycle. Identify satisfaction drivers specific to each customer segment. Compare individual performance against benchmarks. Predictive analytics forecast future satisfaction based on historical patterns and current behavior.

Smart Segmentation

Automatically group customers by behavior, value, risk level, or custom criteria. Target with precision. AI-powered segmentation identifies hidden patterns in customer behavior. Dynamic segments that update in real-time as customer behavior changes. Custom scoring models for lifetime value, churn risk, and advocacy potential. Segment overlap analysis shows customers who belong to multiple high-value segments.

Contact Management

Store multiple contact methods, preferences, and communication history. Never lose track of a conversation. Unified contact management across all channels - email, phone, chat, social media. Communication preference tracking ensures you reach customers how they prefer. Automatic contact enrichment from social media and public databases. GDPR-compliant data management with consent tracking.

Custom Fields & Tags

Add industry-specific data, internal notes, and custom tags. Make profiles work for your business. Flexible schema supports any data structure. Conditional fields appear based on customer type or segment. Bulk tagging and field updates for efficiency. Tag hierarchies for complex categorization. Integration with external databases for data enrichment.

Risk & Opportunity Scoring

AI continuously evaluates churn risk, upsell potential, and advocacy likelihood for every customer. Machine learning models analyze hundreds of behavioral signals to predict customer outcomes. Explainable AI shows which factors drive each score. Automated workflows trigger based on score changes. Industry-specific models for more accurate predictions. A/B testing for score model optimization.

Powering Personalized Experiences Across Industries

See how complete customer intelligence drives business growth

B2B SaaS

Track feature usage, support interactions, and feedback to identify expansion opportunities. Customer profiles show which features each account uses, support ticket patterns, and satisfaction trends. AI identifies accounts ready for upsells based on usage patterns and feedback sentiment.

45% increase in upsell success rate, 30% reduction in churn, 25% improvement in customer success team efficiency

Retail

Build profiles across online and offline purchases, preferences, and feedback. Unified customer view combines in-store purchases, online browsing, mobile app usage, and feedback across all touchpoints. AI identifies shopping patterns, seasonal preferences, and price sensitivity.

35% higher customer lifetime value, 25% increase in cross-sell revenue, 40% improvement in personalization effectiveness

Healthcare

Maintain patient satisfaction history, appointment feedback, and care preferences. Patient profiles include treatment history, satisfaction scores, communication preferences, and care team notes. HIPAA-compliant data management with audit trails for compliance.

90% patient retention rate, 20% reduction in missed appointments, 15% improvement in patient satisfaction scores

Hospitality

Remember guest preferences, past stays, and feedback for personalized service. Guest profiles include room preferences, dining habits, special requests, and service feedback. Staff can access guest history to provide personalized service from check-in to checkout.

60% increase in repeat bookings, 35% improvement in guest satisfaction scores, 25% increase in ancillary revenue

Financial Services

Track client interactions, satisfaction, and service preferences across channels. Client profiles include investment preferences, communication history, satisfaction trends, and compliance notes. Predictive analytics identify clients at risk of leaving or ready for new services.

25% reduction in client churn, 40% increase in cross-sell success, 20% improvement in client satisfaction scores

Fitness & Wellness

Monitor member engagement, class preferences, and satisfaction trends. Member profiles track workout frequency, class attendance, trainer preferences, and satisfaction feedback. AI identifies members at risk of canceling based on attendance patterns and feedback sentiment.

40% improvement in member retention, 30% increase in personal training sales, 25% reduction in membership cancellations

Start Listening to Your Customers Today

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