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Customer Management

A powerful solution to boost any customer experience

Regardless if you’re a single or omnichannel business focused on B2B, B2C, or both, Marello’s integrated Customer Management offers flexibility to boost any customer experience. Optimizing conversions, grow sales and improve customer satisfaction.

Key Benefits

  • Enable enhanced communication. Customer management makes it possible for any employee to provide a high level of service, by having access to the same customer data.

  • Automate everyday tasks. Send automated emails, such as payment reminders and fulfillment info. Your representatives will be able to focus on the bigger picture, while Marello’s customer management takes care of the details.

  • Analytical data and reporting. Gain access to a powerful reporting engine that helps you gain insights into your customers. Easily generate reports that help you to improve your customer experience.

Customer Service

Delivering a good customer experience is key to any business. With Marello’s customer management you can deliver a superior customer experience, regardless of the sales channel customers bought their product in.

  • Order tracking

    Knowing when an order is received, when it will be shipped and when it will be delivered, is essential to the customer experience. Enable sales reps to look up information about order status, shipments and payments easily and within in one single view.

  • Email notifications

    Provide customers with information about orders, shipments, payments and more through automated email notifications. Set up when email notifications should be sent and automate your email workflow with ease.

Customer Insights

Marello’s integrated customer management component allows you to keep track of all of your customer information in one central database. Create customer data, keep a record of email communication, including invoices. Customer Management will help your company to always keep an organized overview of your customers.

  • Customer Loyalty

    Keep a comprehensive overview of customer activities across sales channels. Do your customers shop in multiple channels? Use the information to set up targeted marketing campaigns.

  • Returns & Refunds

    Track how often a customer returns a product and get an overview of their returns, refunds and return reasons. Use the information to update your product information and lower return rates.

  • Reports

    Set in place segments and reports to combine data in order to get a valuable insight into the behaviour of your customers across channels.

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Integrate with OroCRM

Marello can be used with an out-of-the-box integration with OroCRM. OroCRM is an open-source Customer Relationship Management system with robust customer management tools, powerful reporting & analytics, and many other powerful CRM features.

  • Accounts & Contacts

    Get complete control over the way you manage your customers. View and manage all of your customer interactions in one place. Sync and update customer profiles across multiple channels, and avoid duplicate information.

  • Leads & Opportunity Management

    Capturing prospects, converting them into leads, and closing opportunities are important sales and marketing activities. Leads and opportunities management tools gather detailed information across all stages of the sales funnel.

  • Marketing Opportunities

    Get an insight into business performance and KPIs. Sales and marketing features include configurable dashboards that track performance in your campaigns, email marketing conversions, opportunity close rates, and much more.

  • Analytics

    Gain access to a powerful reporting engine that helps you gain insights into your business. Easily create reports that track everything from website revenues, sales force pipelines, conversion rates, and more.