PeopleTide CRM · Targeted customer outreach

Reach the right customers.

Create relevant outreach for selected customer groups based on their service history and current needs.

How it helps

Keep the next customer action connected to the work around it.

PeopleTide helps teams define an audience from customer and service records, prepare a relevant message, and send it through a configured business channel.

Illustrative configured campaignTargeted customer outreach

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

Message preview

Annual maintenance offer
Ready
Configured channelWhatsApp
AS
Arjun SharmaAnnual maintenance due

You are due for the annual maintenance of your Air Conditioner. Avail our exclusive discount of 30% by using the code PROMO9 when you complete your booking today.

Offer codePROMO9
184 recipientsAudience reviewed

Available capability · Product evidence: Audience selection and broadcast workflows in the CRM

What it supports

Practical capability, connected context.

  1. 01

    Build an audience from service dates and customer attributes.

  2. 02

    Send a targeted message through a configured business channel.

  3. 03

    Connect resulting bookings and responses to the customer record.

Where it fits

Use it where customer work needs a clear next step.

These examples describe currently supported product behavior without assuming a specific industry or operating model.

Remind customers when annual maintenance is due.

Offer a time-bound discount to a relevant customer segment.

Reconnect with customers whose recurring service is approaching.

People stay in control. PeopleTide connects this capability to visible ownership, configured workflow rules, and human escalation where required.

See it with your workflow

See how PeopleTide CRM supports your customer operations.

Tell us how enquiries, calls, appointments, and handoffs work in your business. We’ll show you the relevant parts of PeopleTide CRM.

Request a demo