An Introduction to People CRM
People CRM allows you to create profiles for your registered users. It's deeply integrated with our Live Chat product and provides a single place to store all your customer data and communication history.
This feature is most useful for websites that have a user login system.
- Social data – we automatically enrich People profiles with any social data we can find (Linked in job title, Twitter bio, Facebook photo etc).
- Automatic session stitching – see a full history of all your user's on-site activity, across all their devices, even before they signed up – read how this works.
- Original referrer tracking – how did each user first find your site.
- Original campaign tracking – know which campaign drove each user to your site for the first time.
- Landing page tracking – see the first page that each of your users ever viewed.
- Fully searchable customer database – search and filter your users any way you want to.
- Powerful automation – automate email campaigns or any other action based on your user activity.
- Broadcast Chat messages – send a targeted Live Chat message to a specific group of users to announce a new feature or encourage them to upgrade.
- Track any event/action – track important actions such as when a user activates a feature for the first time.
- Proactively start a Chat conversation – search for somebody and hit the Chat button from their profile to proactively start a Live Chat conversation with them.
What is People CRM?
People CRM will transform the way you connect with your users and customers. Put your customer-level data in one intuitive, beautiful and searchable place, ready for anyone on your team to interact with. Start connecting with your users on a personal level.
Segment your userbase with Smart Groups
Filter by any combination of events/properties to create groups of common users. Find your most active users or those at risk of churning. Like everything else in GoSquared, watch as these groups change and update in real time.
A few examples of Smart Groups we see SaaS businesses using:
- Latest Signups
- Latest Customers
- High Churn Risk
- Latest Cancellations
Automate workflows with Smart Group triggers
GoSquared can trigger actions when a user enters or exits a Smart Group.
For example, if a user falls into your 'High Churn Risk' group, automatically:
- Subscribe them to a Drip marketing campaign
- Keep the rest of your team in the loop by automatically sending a message to Slack
- Intelligently trigger Zaps in over 500 external applications
The more deeply you integrate GoSquared People with your other apps and internal tools, the more value you’ll get. The People app brings all your user-level data together in one place, indexes it, and makes it available instantly through search and easy filtering.
Search for any user and see their full event history
Searching for users is quick and easy in. Just enter the user’s name, email address or User ID into the search field and we will instantly scan your whole user base for people who match those details.
Here at GoSquared we use People CRM to answer all kinds of questions:
- How many times did a customer view the pricing page before buying?
- A user hasn't logged in to our site for a while, are they still reading their emails?
- Where on the website did they get stuck before sending an email to support?
- How should I talk to this customer, are they technical user, a marketer, a free user etc?
How do I install People CRM?
You'll probably need to add a bit of extra code to your site.
View our installation guide here.