TodayAppointment confirmed
Customer selected Thursday afternoon.
PeopleTide CRM · Customer relationships
Available with setupManage customer conversations and follow-ups in one place.
Connect customer context, conversations, tasks and follow-through. See who owns the next response, find overdue work, and record the result. Practical agents handle configured routine steps while your team stays responsible for decisions and handoffs.
The workflow engine behind your team
Do more with less.
Keep your team on the work that matters.
Let configured workflows handle routine steps, then bring in a person when the request needs approval, judgment or help. Your support team works from a ticket queue, focused on the problems that need their involvement.
- 01
Automate the routine work
Understand the request, gather missing information and run supported tasks within the workflow’s rules and permissions.
- 02
Create a ticket when people are needed
Carry the reason for handoff, customer context, completed actions and unfinished work into a staff ticket.
- 03
Work the queue. Record the result.
Staff review priorities, handle exceptions and decisions, and record what happened. Owners and delays stay visible.
Product snapshot · Sample data
Routine task or human handoff
The workflow branches from task execution to a recorded result or a ticket for staff follow-up.
View full snapshot in a new tab
Product snapshot · Sample data
The work that needs your team
A service exception and a callback appear as tickets with status, priority, due time and customer context.
View full snapshot in a new tabSnapshots use the CRM product interface with illustrative configuration and sample data. Tasks, routing and connections require setup. Automation does not replace staff decisions or establish a guaranteed efficiency improvement.
Explore the workflow and handoffAvailable in PeopleTide CRM
Support customers from the first conversation to the final follow-up.
Start with the customer record, continue through the conversation, and keep every handoff and outcome visible.
01 · Unified customer history
See each customer’s history in one place.
Keep contacts, conversations, activity, tasks, and outcomes together in one customer record.
- Keep customer identity, conversations, and activity connected.
- See active tasks, appointments, orders, and recorded outcomes in context.
Kavya Menon
Returning customer · Phone
Current customer record
- Upcoming visit
- Thursday · 3:00 PM
- Open task
- Pre-visit confirmation
- Owner
- Service team
Recent activity
YesterdayFollow-up assigned
Pre-visit task added for the service team.
Previous outcomeService completed
The completed visit remains in the customer history.
02 · AI customer conversations
Answer routine enquiries with AI that knows the customer’s history.
Use an AI conversation engine to understand intent, prepare replies, and move routine enquiries forward.
- Interpret customer intent within the current conversation.
- Prepare contextual replies using the available customer history.
Matched customer context
Priya ShahCustomer record matched- Request
- Lab report status
- Identity
- Verification required
- Connected system
- Laboratory database
03 · Missed-call recovery with PeopleTide Phone
Turn a missed call into the next conversation.
Pass an unanswered call from PeopleTide Phone to an agent that can identify the customer and begin a configured follow-up.
- Capture an unanswered call in PeopleTide Phone.
- Transmit the call event to the CRM and match the caller.
01 Phone
Missed call10:38 AM · unanswered
The unanswered call is captured in PeopleTide Phone.
02 Event sent
Call event received
Caller matchedNisha Rao- Outcome
- Missed
- Time
- 10:38 AM
- Open interest
- Second location
Sent to follow-up agent
The CRM receives the event and matches the caller to the available record.
03 Agent follows up
PeopleTide agentConversation initiated
Missed call received · customer matched
The agent starts the conversation and turns the reply into a clear next step.
04 · Proactive customer follow-up
Follow up while the experience is still fresh.
Check in after a completed visit, respond to feedback, and move the right next action forward.
- Start a timely check-in after a completed visit.
- Route concerns to the responsible team for human follow-up.
Completed visit
Priya ShahFollow-up due- Trigger
- Visit completed yesterday
- Concern path
- Route to care team
- Positive path
- Thank customer + optional review
05 · Targeted customer outreach
Reach the right customers.
Create relevant outreach for selected customer groups based on their service history and current needs.
- Build an audience from service dates and customer attributes.
- Send a targeted message through a configured business channel.
Audience
Annual AC maintenance dueSaved customer segment
- Service
- Air conditioner
- Last maintenance
- 11–13 months ago
- Customer status
- Active
184customers matched
Based on current service records
06 · Automation with human handoff
Automate routine steps. Bring in your team when needed.
Automate repeatable steps while keeping ownership, escalation, and final decisions with your team.
- Run repeatable actions inside configured workflow rules.
- Escalate when confidence, policy, or customer preference requires a person.
Explanatory flow — not a product screenshot
New enquiryWeb form
Agent respondsUses customer context
Needs a person?Rules + confidence
Owner takes overFull context included
07 · Appointments, orders, and outcomes
Track bookings, orders, and tasks in one place.
Connect conversations to the appointment, order, task, or service outcome that completes the work.
- Connect a conversation to the work it creates.
- Record appointments, orders, tasks, and service outcomes.
Configuration and availability
Connect the channels your workspace supports.
CRM capabilities are available with workspace setup. Channels and connected workflows depend on configuration and provider support. Connect WhatsApp where the channel has been enabled and configured for the workspace. Shared staff sign-in and enabled app access, with product-specific roles and permissions.
View current connections and future plansFrom efficient work to a measurable result
See the work.
Check the outcome.
Find delays first. Then check the customer experience and the business result using evidence from the responsible system.
Operational efficiency
Overdue tasks, time waiting, handoff delays, completion time
Understand where work needs attention. Current task views show owners, due dates and status; complete account-wide timing reports are proposed.
Customer experience
Response time, resolution time, recorded feedback
Check what the customer experienced. A completed task alone does not establish satisfaction; consolidated reporting needs verified timing and feedback records.
Business outcomes
Confirmed bookings, completed purchases, repeat customers
Check the result in the responsible system. A confirmed booking does not establish additional revenue; purchase and repeat-customer reporting need further connections.
- Organise the work
- Find and resolve delays
- Serve customers better
- Achieve measurable outcomes
These are measurement goals, not promised improvements or a live account-wide dashboard. Availability depends on the app, configuration and source evidence.
Start with your workflow
Explore CRM with our team.
CRM capabilities are available with workspace setup. Channels and connected workflows depend on configuration and provider support.
Request a CRM demo