Client profile stores all the information about each of your customers. Their basic information, history, and past Requests are right there whenever you need them, so you never lose context.
Find Zen in your CRM
With Zendo, you get the information that you need. No more bloated software with tons of features that nobody uses.
Simple Yet Effective
Requests
Notes
Files
Requests
Requests
You can see at a glance the history of clients’ interactions with you. The history of all the Requests sent by the client is accessible through their profile.
Notes
Notes
Just like in the chat, you can also store notes inside the client’s profile to share essential information with your teammates.
Files
Files
All the files you exchange with your client are stored and easily accessible through their profile. No more digging through emails to retrieve a file sent six months ago.
(function() {
// Global page view and session tracking for UAEL Modal Popup feature
try {
// Session tracking: increment if this is a new session
// Check if any popup on this page uses current page tracking
var hasCurrentPageTracking = false;
var currentPagePopups = [];
// Check all modal popups on this page for current page tracking
if (typeof jQuery !== 'undefined') {
jQuery('.uael-modal-parent-wrapper').each(function() {
var scope = jQuery(this).data('page-views-scope');
var enabled = jQuery(this).data('page-views-enabled');
var popupId = jQuery(this).attr('id').replace('-overlay', '');
if (enabled === 'yes' && scope === 'current') {
hasCurrentPageTracking = true;
currentPagePopups.push(popupId);
}
});
}
// Global tracking: ALWAYS increment if ANY popup on the site uses global tracking
// Current page tracking: increment per-page counters
if (hasCurrentPageTracking && currentPagePopups.length > 0) {
var currentUrl = window.location.href;
var urlKey = 'uael_page_views_' + btoa(currentUrl).replace(/[^a-zA-Z0-9]/g, '').substring(0, 50);
var currentPageViews = parseInt(localStorage.getItem(urlKey) || '0');
currentPageViews++;
localStorage.setItem(urlKey, currentPageViews.toString());
// Store URL mapping for each popup
for (var i = 0; i < currentPagePopups.length; i++) {
var popupUrlKey = 'uael_popup_' + currentPagePopups[i] + '_url_key';
localStorage.setItem(popupUrlKey, urlKey);
}
}
} catch (e) {
// Silently fail if localStorage is not available
}
})();
