Unified KM

Customer management

Customer information next to the animals it relates to.

Profiles, messages and offers connected to the animals each customer is linked with.

Juniper Lane Pets (fictional)Illustrative preview
Sample CustomerProfile
Linked animal
Maple
Documents
2 signed
Promotion
New owner kit
MsgWelcome home note sentSent
MsgPaperwork reminderDraft

The problem

When customer notes and animal records live apart, staff ask the same questions twice.

Example with fictional data

Following up after a handoff

  1. 1

    Open the customer profile.

  2. 2

    See the animal and documents linked to it.

  3. 3

    Send a message from UKM.

  4. 4

    Apply a promotion where appropriate.

What this covers

  • Customer Profiles
  • Customer Messaging
  • Customer Login Portal
  • Coupons and Promotions
  • Bulk Discounts
  • Bulk Pricing Edit Tool

Clear boundaries

Message delivery channels are confirmed in a demo.

A customer portal has been listed historically; no public login destination is verified on this site.

Questions

Can customers log in?

A customer login portal has been part of UKM’s feature list. Existing customers should contact support for their access details.

Next step

See how UKM could fit your organization.

Tell us about your daily work. We will show the parts of UKM that match it and be clear about anything that does not.