Profiles, activity scoring, churn alerts & AI suggestions — manage customers proactively
Turn every customer's ordering, interaction and payment behavior into a 360° profile: auto-generate activity and health scores, intelligently detect churn risks and repurchase opportunities, and let AI suggest the best next follow-up action and contact timing for each customer — so sales shift from reactive order-chasing to proactive account management.
Profiles, activity & health scores, churn risk and AI suggestions at a glance
From profiling to alerting — the full toolkit for customer insight
Aggregate every dimension of a customer's ordering, interaction, payment and follow-up data into one drill-down 360° profile.
Intelligent modeling on order frequency and recent interaction produces a 0-100 activity score, making each customer's engagement obvious at a glance.
A health score combines payment timeliness, years of cooperation and follow-up density to measure how robust each customer relationship is.
When order intervals stretch or interaction drops, the system auto-flags a risk level and pushes an alert, so you act before the customer is lost.
By combining purchase cycles and product preferences, it intelligently surfaces repurchase, upsell and cross-sell opportunities at the right moment.
For each customer, AI recommends the next follow-up action, the best contact timing and a messaging angle to support precise sales decisions.
Flexibly adapts to different customer-management needs
Continuously monitor activity and health for core accounts; a declining score triggers an alert, keeping high-value relationships stable.
Batch-identify customers who haven't ordered in a while and launch targeted reactivation following AI suggestions to wake up sleeping demand.
Predict repurchase timing from purchase cycles and preferences, reaching out with recommendations to catch every reorder window.
A closed loop from data collection to action on the ground
Automatically aggregate ordering, interaction, payment and follow-up data → build a 360° customer profile
Multi-dimensional modeling generates activity and health scores, auto-mapping customer engagement and relationship state
Detect churn risks and repurchase opportunities, pushing graded alerts and reminders to the assigned salesperson
AI proposes the next follow-up action and best contact timing → sales adopt and execute it in one click
Questions you may have
The system automatically models multi-dimensional behavioral data — order frequency, recent interactions, payment timeliness and follow-up density — into 0-100 activity and health scores, then maps them to states such as active, stable, dormant or at-risk, with no manual tallying required.
When a customer's order interval lengthens abnormally, interactions drop sharply or the health score keeps declining, the system automatically flags churn risk and pushes an alert to the assigned salesperson, together with AI win-back suggestions, so the team can step in before the customer is actually lost.
AI insights generate follow-up suggestions, repurchase opportunities and best contact timing from the customer's real business data already in the system — works out of the box with no extra configuration. Suggestions are decision-support references that salespeople can adopt as they see fit, and every underlying reason can be drilled into.
Yes. Customer Insights reuses profiles, purchasing analysis and follow-up records from the Customer Center and connects in real time with order and collection modules — no duplicate entry. When data updates, scores and alerts refresh automatically to always reflect the customer's latest state.
Dedicated 1-on-1 consultant service — see Customer Insights and the full Customer Center flow in action