CRM Customer Profile
Segment Smarter. Sell Smarter.
Gain better insights into your contacts through custom profiling and automated tagging — right within your Odoo CRM.
CRM Customer Profile
Segment Smarter. Sell Smarter.
Gain better insights into your contacts through custom profiling and automated tagging — right within your Odoo CRM.
What Is the ITISeasy CRM Profile?
The Customer Profile module in ITISeasy CRM lets you collect, analyze, and tag contact data using customizable questions and answers.
Whether you’re profiling a lead or categorizing long-term partners, this tool enables you to segment your CRM database with precision.
No more scattered notes or inconsistent data.
Get a full view of your customers—all in one tab.
Book a Demo
What Is the ITISeasy
CRM Profile?
The Customer Profile module in ITISeasy CRM lets you collect, analyze, and tag contact data using customizable questions and answers.
Whether you’re profiling a lead or categorizing long-term partners, this tool enables you to segment your CRM database with precision.
No more scattered notes or
inconsistent data.
Get a full view of your customers
—all in one tab.
Book a Demo
Key Features at a Glance
Key Features at a Glance
Great stories are for everyone even when only written for just one person . If you try to write with a wide, general audience in mind, your story will sound fake and lack emotion. No one will be interested. Write for one person. If it’s genuine for the one, it’s genuine for the rest.
Custom Profile Tab
Every contact record now includes an extra tab for survey-based profiling.
Gather and view important characteristics at a glance.
Custom Profile Tab
Every contact record now includes an extra tab for survey-based profiling.
Gather and view important characteristics at a glance.
Definable Questions & Answer
Create custom fields and surveys that align with
your business model:
Company size
Number of employees
Business industry
Software in use
Purchase interests
And much more…
Definable Questions & Answer
Create custom fields and surveys that align with your business model:
Company size
Number of employees
Business industry
Software in use
Purchase interests
And much more…
Smart Contact Tagging
Set rule-based triggers to automatically assign tags based on responses.
Example: If company size > 500 → tag as Enterprise
If using SAP → tag as ERP Migration Lead
Get in Touch with an Expert
Smart Contact Tagging
Set rule-based triggers to automatically assign tags based on responses.
Example: If company size > 500 → tag as Enterprise
If using SAP → tag as ERP Migration Lead
Get in Touch with an Expert
Benefits for Sales, Marketing, and Support Teams
Benefits for Sales, Marketing, and Support Teams
Sales
can prioritize leads based on firmographics
Marketing
can build laser-targeted campaigns
Sales
can prioritize leads based on firmographics
Marketing
can build laser-targeted campaigns
Support
can view relevant info before contacting a customer
Management
gets better reports and strategic visibility
Support
can view relevant info before contacting a customer
Management
gets better reports and strategic visibility
Use profile-based segmentation to personalize communication, reduce churn, and convert leads faster.
Use profile-based segmentation to personalize communication, reduce churn, and convert leads faster.
How It Works
How It Works
Create Your Own Questions
From dropdowns to multi-selects, build your questionnaire structure with ease.
Map Answers to Tags
Configure which tags should be auto-assigned for each answer or combination.
Segment & Use
Filter your CRM by tags anytime — for campaigns, follow-ups, upselling, and more.
Create Your Own Questions
From dropdowns to multi-selects, build your questionnaire structure with ease.
Map Answers to Tags
Configure which tags should be auto-assigned for each answer or combination.
Segment & Use
Filter your CRM by tags anytime — for campaigns, follow-ups, upselling, and more.
Use Cases
Use Cases
Use Case
Enterprise Sales
- SaaS Migration Campaign
- HR Solutions
- Local Events
Profile Question
Company Size > 1000
- Using SAP or Oracle
- HR Department Size > 10
- Based in Bavaria
Tag Outcome
Tag Outcome
- Tag: Enterprise
- Tag: HR Target
- Tag: Region-Bayern
Use Case
Enterprise Sales
- SaaS Migration Campaign
- HR Solutions
- Local Events
Profile Question
Company Size > 1000
- Using SAP or Oracle
- HR Department Size > 10
- Based in Bavaria
Tag Outcome
Tag Outcome
- Tag: Enterprise
- Tag: HR Target
- Tag: Region-Bayern
Fully Integrated with
ITISeasy.business
The CRM Profile module is part of the larger
ITISeasy.business suite
—
a fully integrated ERP solution. You can connect your CRM profiling with:
Email Marketing Campaigns
Business Intelligence Dashboards
Document Management (ITISeasy.docs)
HR & Project Management modules
Explore the Full Suite
Fully Integrated with
ITISeasy.business
The CRM Profile module is part of the larger
ITISeasy.business suite
—
a fully integrated ERP solution. You can connect your CRM profiling with:
Email Marketing Campaigns
Business Intelligence Dashboards
Document Management (ITISeasy.docs)
HR & Project Management modules
Explore the Full Suite
Take Your CRM to the Next Level
Don’t let potential go untapped.
Use profiling to:
Understand customer needs better
Drive focused campaigns
Improve conversion & retention rates
Make data-driven decisions
Our experts are happy to guide you through use cases, demo setup, and implementation support.
Request a Free Demo
Take Your CRM to the
Next Level
Don’t let potential go untapped.
Use profiling to:
Understand customer needs better
Drive focused campaigns
Improve conversion & retention rates
Make data-driven decisions
Our experts are happy to guide you through use cases, demo setup, and implementation support.
Request a Free Demo