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CUSTOMER RELATIONSHIPS

Every Interaction, Never Forgotten

Complete customer history at your fingertips. See every call, email, order, and note — so your team always knows the full story before picking up the phone.

The Problem

When a customer calls, does your team scramble to figure out their history? In most shops, customer info is scattered across inboxes, notebooks, and spreadsheets. One person leaves the company and years of relationship knowledge walks out the door. Repeat customers get treated like strangers.

The Jolted Solution

Jolted builds a complete 360-degree profile for every customer. See their full order history, every interaction, open quotes, and notes from any team member — all in one place. Your team always has context, and no relationship knowledge is ever lost.

Key Features

Everything you need for customer relationships in one place.

Customer 360 View

See every order, quote, interaction, and note for each customer in one place.

Interaction Timeline

Chronological log of calls, emails, meetings, and notes.

Order History

Complete record of past orders, invoices, and payment status.

Contact Management

Track multiple contacts per company with roles and preferences.

At-risk Alerts

Get notified when customer ordering patterns change or go quiet.

Why Teams Love It

Never ask a customer to repeat themselves

Retain relationship knowledge when employees leave

Identify at-risk customers before they churn

Give every team member full customer context instantly

Common Use Cases

Key account management
Customer service calls
Re-engagement campaigns
Order pattern analysis

Jolted AI Insight

Customer Needs Attention

Acme Manufacturing hasn't ordered in 45 days — their usual cycle is 30. Last contact was about pricing concerns.

Ready to See CUSTOMER RELATIONSHIPS in Action?

Start your free trial today. No credit card required.