Features / Interactions
Interactions
Tracking your client interactions plays an important role in engagement. Profiler provides a full suite of interaction tracking across every channel.
Interact
Tie in your website, social media, email and various other platforms through the Profiler API system to allow complete tracking of any touch-point with your clients.
Logging interactions
Log interactions with clients, allowing tagging, follow-up, reminders and task workflows. Common responses are also possible to ensure accurate data entry.
365 / Google
Automatically integrate email inboxes for Microsoft 365 and Google Workspace so emails in and out of certain mailboxes in your organisation are automatically recorded against clients.
SMS out and inbound
Send SMS to your clients with your own templates and merge fields, either single or in bulk. With an inbound number, responses from your clients are displayed and tracked.
Social media
Let Profiler monitor your social media feeds and record interactions against clients and for general reporting.
Website
Use your website for feedback and collection of information that can be automatically assigned to clients (and optionally tasks/workflows) using the RAPID client-match technology.
Phone system
Using the Profiler API you can integrate with your office telephone system to log interactions of calls in and out of your organisation automatically — you just add notes to the call if required.
