Customer records
Bring details, purchase history, balances, loyalty points and consultation notes together on a single profile.


Unified customer records, opportunity pipelines, interaction history and automated follow-up on one platform.
Every purchase and every conversation sits on the same profile.
Leads from ads, the website or the phone land in the system and get assigned immediately.
The pipeline shows where every deal is and who owns it.
Calls, messages and consultation notes are kept on the customer record.
The system flags customers who haven't been back or contracts coming up for renewal.
See which lead sources produce revenue and which reps close.
Bring details, purchase history, balances, loyalty points and consultation notes together on a single profile.

Capture leads from ads, the website, the phone and social, and assign them automatically by the rules you set.

Track deals through each stage, forecast revenue and see where the sales process is stalling.

Log calls, messages, email and appointments on the record, so whoever picks it up has the context.

Segment by buying behaviour, measure each lead source and follow customer lifetime value.

When a customer calls a second time, nobody starts the questions over.




Seamless integration with leading partners.
Customer records under management
Lift in returning customers after six months
Uptime, running 24/7
Stock across three branches sits on one screen, and reorders are suggested from how fast things actually sell.
The morning shift closes and I know the margin straight away, instead of waiting for accounts at month end.
Shopee, Lazada and TikTok Shop share one warehouse — sell out and all three close automatically.
Stock across three branches sits on one screen, and reorders are suggested from how fast things actually sell.
The morning shift closes and I know the margin straight away, instead of waiting for accounts at month end.
Shopee, Lazada and TikTok Shop share one warehouse — sell out and all three close automatically.
Reporting separates ad spend per channel, so I finally know which one actually makes money.
A customer books over Zalo at midnight and it lands straight in the system, ready in the morning.
The loyalty programme runs itself and customers come back noticeably more.
Reporting separates ad spend per channel, so I finally know which one actually makes money.
A customer books over Zalo at midnight and it lands straight in the system, ready in the morning.
The loyalty programme runs itself and customers come back noticeably more.
Yes. Leads from website forms, ad campaigns, the phone and social channels collect in one place and are assigned by the rules you configure.
It does. Orders, balances and loyalty points show on the customer record, so a rep never has to open another system.
Yes. Permissions work by role and team — managers see everything, reps see the customers assigned to them.
You set rules on time since last transaction, renewal dates or pipeline stage; the system raises a task for whoever owns the account.
Start free today, or let the OneXEOS team map a rollout that fits your scale.
Get a free consultation