Social CX CRM

The right context, at the right moment

OneMarketer’s CRM puts the customer’s full profile next to every conversation: history across channels, data from your systems and sales opportunities, without switching screens.

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We have advised major brands in 16 countries

  • Abbott
  • AFP Capital
  • AFP Habitat
  • Avon
  • Banco General
  • Banco Promerica
  • Caja Los Andes
  • Cargo Expreso
  • Castaño
  • Cencosud
  • Chilexpress
  • Claro
  • Coca-Cola Andina
  • D&C
  • Econorent
  • Entel
  • Froneri
  • Global Bank
  • Izipay
  • LATAM Airlines
  • L'Oréal
  • Mallplaza
  • Manpower
  • Niu
  • Posadas
  • RAC Asistencia
  • Ripley
  • Simmons
  • SMU
  • SURA
  • Telefónica
  • Transbank
  • Tur-Bus
  • Universidad de Las Américas
  • Universidad Tecnológica del Perú
  • Vivo
  • WOM

Why a CRM built into your customer service

  • 360° customer view

    WhatsApp, email, social, voice and video in one profile with up-to-date history.

  • Dynamic segmentation

    Classify customers by stage, industry or your own attributes and act on each segment.

  • Real-time context

    Agents and bots see who the customer is and what they need before replying.

  • Connected to your systems

    Sync with your ERP and internal systems via API, without losing information.

How it works

  1. 1

    Define your profile

    Your own fields, including files and images, matching how your business works.

  2. 2

    It fills itself

    Conversations, campaigns and events from your systems reach the profile via API.

  3. 3

    Agents see it in the chat

    Customer data, history and leads in a panel next to the conversation.

  4. 4

    It triggers actions

    Launch flows, campaigns or assignments based on the customer’s status.

Features

  • Unified history

    Conversations, calls, video calls, campaigns and activity for each customer in one view.

  • Custom fields

    Define the data you need, including file and image fields.

  • Segmentation and tagging

    Classify contacts by industry, funnel stage or your own attributes.

  • Leads and opportunities

    Stage-based board with sales rep assignment and leads created by the bot.

  • Operational data

    Events such as purchases or tickets arrive via API and are summarized in the profile.

  • Actions from the CRM

    Trigger flows, campaigns or agent assignments based on the customer’s status.

  • CRM in the bot

    The bot reads and writes the profile to personalize the conversation.

  • Two-way sync

    API to connect your external systems without losing information.

Use cases

  • Banking and insurance

    Customer financial profile with active products and alerts.

  • Retail and e-commerce

    Purchase history, preferences and segmentation by customer value.

  • Telco and utilities

    Active plan, complaint history and pending renewals.

  • Healthcare and education

    Patient or student record with their service history.

Frequently asked questions

Do I need another CRM besides this one?

Not necessarily. You can use it as your main CRM or sync it via API with the one you already have.

Does the agent see the profile while chatting?

Yes. The customer’s profile, history and leads open in a panel next to the chat.

Can I define my own fields?

Yes. You create the fields your business needs, including files and images.

Can the bot use CRM data?

Yes. Flows read and update the customer profile to personalize service.

Related products

Design a CRM that fits your operation

Talk to our team and we’ll show you your customer profiles connected to your channels.

Request your demo