Define relationship information
Define the relationship information the experience needs.
Modules · Seise
CRM
Configure the contact context and relationship activities your experience needs.
CRM in your universe
CRM keeps relationship information close to the activity that uses it. A contact’s context supports follow-up while access remains tied to the responsible roles.
Configure the experience
A relationship needs continuity
A participant returns to a contact and understands the context relevant to the next interaction.
Assign follow-up responsibility
Relate that information to the people responsible for follow-up.
Connect the relevant Flows
Connect relationship work with its relevant Flows.
CRM
A relationship keeps its context
Contact information supports the people responsible for continuing the relationship and its associated activities.
01
Contacts
The relationship has a recognizable participant and purpose.
02
Context
Relevant information accompanies the interaction.
03
Follow-up
Relationship work connects to the activity that needs a next step.
04
Membership scope
CRM is added in Evolution and inherited by higher Dumpla plans.
Modules
Shape your next experience
Explore Modules as you configure the activities and capabilities of your Dumpla universe.