CRM

Pick up the relationship with context.

Open one customer record and pick up where the relationship left off. Cedros brings contact details, ownership, notes, and activity from your connected website tools together, helping your team respond with context and keep follow-up organized.

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Cedros People workspace with example customer profiles, lifecycle stages, and recent activity. /media/objects/9a4c293de52c5e9b0ad52744c10a01d94ccb5b4ecc04a5ec618315f30dc56742/retained/2a8470ad-9a11-5385-8feb-f21f690c94b1/assets/2026/09/e70812fe-ac87-4254-9b1c-d87dccd20f90.webp Real Cedros interface · example workspace data

A useful record of the relationship

Find the people who need attention

Search by name, email, phone, or tracking ID, then filter by lifecycle stage, source, owner, tag, or recent activity. Review the overview to find new profiles, unassigned relationships, and changes in your customer mix. Spend less time searching for the record behind an enquiry.

Read the history before you reply

Open a profile’s timeline and related records to see activity from connected forms, email, support, bookings, and contracts. Cedros Pay can contribute purchase activity when configured. The record helps your team understand what the customer has already asked, received, or done.

Give the relationship an owner and a next step

Update the lifecycle stage, assign an owner, apply tags, and record notes from a call or meeting. Keep the reason for a follow-up visible to the next teammate. A customer handoff can begin with the existing history instead of another round of explanation.

Keep customer records organized

Review duplicate candidates before merging profiles. Inspect source coverage and preview a backfill when bringing existing activity into the CRM. These tools help connect the right records while giving your team a chance to review matches and changes.

Move from the record to the response

Start a one-to-one email from a profile with the contact details prepared for you. Ask the assistant to find a person, summarize relevant activity, or help prepare the next message. Sending follows your email setup and permissions, with the customer context close at hand.

Build the history from the tools you use

Forms, inbox conversations, campaigns, support chats, bookings, and agreements can all contribute to a customer relationship when connected. Check source status to see what is included, and use backfill previews to bring eligible existing records into the picture.

Useful to know

Can I assign customers to a teammate?

Yes. Profiles have an owner, and the overview can filter by owner or surface unassigned records. Notes and tags give the next person useful context.

Can I bring in existing customer activity?

Supported sources include analytics, forms, email, inbox messages, support, calendar, and contracts. Preview the available backfill before running it. Cedros Pay contributes its customer activity through its own integration.

Does every website visitor become an identified contact?

Identity depends on the contact information and identifiers available to Cedros, your consent settings, and connected sources. Anonymous visits are not automatically named customer records.

Make the next conversation easier to pick up.

Keep customer context near the website and the tools your team uses to act.

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