CRM · Customer Timeline
Every interaction. In perfect order.
A chronological, immutable record of every call, message, service visit, invoice, and complaint for every customer. Complete context — always.
How it works
Automatic, complete, immutable.
The timeline builds itself — no manual logging required.
All channels captured
Every inbound/outbound call, WhatsApp message, SMS, and email is automatically logged with timestamp, direction, and content summary.
Operations events linked
Job card opens, technician assignments, QC passes, and vehicle deliveries appear in the timeline as they happen in Operations.
Financial events linked
Invoice creation, payment received, refunds, and credit notes appear with amount, method, and reference number.
Searchable & filterable
Filter by event type (call/invoice/complaint), date range, channel, or advisor. Find any event in seconds.
Context that never gets lost.
Everything needed to maintain continuity across advisors, branches, and time.
Cross-channel Unified View
Calls, WhatsApp, SMS, emails, and in-person interactions all appear in one timeline. No switching between apps.
Immutable Audit Trail
Timeline entries cannot be deleted or edited. Every event is permanent — critical for resolving disputes and compliance.
Advisor Handover Context
When a customer switches advisors or visits a different branch, the new advisor sees the complete history immediately.
Complaint Thread Tracking
Complaints are tracked from first mention through resolution, with response times and resolution outcomes logged.
AI-powered interaction intelligence.
The timeline is not just a log — AI analyzes it to surface patterns, risks, and opportunities.
Sentiment Trend Analysis
Tracks customer sentiment across interactions over time. A customer whose tone has shifted negative is flagged before they escalate.
Interaction Quality Score
Scores each advisor interaction for response time, resolution quality, and customer satisfaction signal. Coaching data for managers.
Pattern Detection
Identifies recurring complaint types (e.g., same part failing 3 months after replacement) and surfaces them as service quality alerts.
Impact
What complete context delivers.
Outcomes when every advisor has full customer context before every interaction.
When advisors see prior complaints immediately, the same issue is rarely missed twice.
Advisors no longer need to call other branches or dig through WhatsApp groups to understand a customer's history.
Every channel, every touchpoint. No interaction is off-system or invisible to the team.
Stop losing leads to slow follow-ups.
Book a demo and see how Autroid CRM gives your team complete pipeline visibility and AI-assisted lead conversion.