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CRM

crm

Know your customers

A history that allows you to better serve your customers

xPlan’s CRM module is much more than just a customer management tool: it’s the key to turning every interaction into an opportunity for loyalty and growth.

With centralized customer data management, track customer preferences, booking history, and behaviors to deliver ultra-personalized services.

Automate marketing campaigns, anticipate your customers’ needs, and develop lasting relationships. With the xPlan CRM module, you go from simple management to a real winning loyalty strategy.

Boost Your Customer Relationship with xPlan's CRM Module

  • Centralized management of guest data : Easily access all guest information, including preferences, booking history, and behaviors.
  • Smart segmentation : Create groups of customers based on their habits or profiles for highly targeted marketing campaigns.
  • Interaction Tracking : Keep a complete history of communications and interactions for impeccable customer follow-up.
  • Offer personalization : Offer promotions tailored to each customer through an analysis of their preferences.
  • Automated campaigns : Schedule personalized emails or SMS for birthdays, reminders, or special offers.
  • Satisfaction Analytics : Track customer feedback and satisfaction with built-in feedback tools.
  • Opportunity management : Identify high-potential customers to increase sales and retention.
  • Full integration : Sync CRM with bookings, marketing, and sales for a 360 view of your operations.
  • KPI tracking : Analyze KPIs like customer loyalty and retention through intuitive dashboards.
  • Continuous improvement : Use CRM insights to adapt your offerings and services to changing customer needs.

Customer satisfaction surveys

The results are linked to your customers, follow up with an unhappy customer.

More visibility

Configure visibility by user roles.

GDPR

Anonymization possible upon request of the customer.

CRM + GDPR

Our CRM is GDPR compliant

xPlan’s CRM module incorporates advanced features to ensure compliance with the GDPR.

Your customer data is centralized and secure, with full control over access to and processing of personal information.

With consent management, data anonymization, and on-demand deletion tools, you protect your customers’ privacy while building trust.

With xPlan, you can comply with legal requirements while optimising your customer relationships.

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Boostez votre entreprise avec xPlan

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