Customer Data Platform (CDP)
Unify every interaction across WhatsApp, Email, and Social into a single, actionable customer profile.
Get a 360-Degree View of Your Customer
Stop jumping between tabs to understand who you are talking to. OrelFlow’s CDP automatically aggregates every touchpoint—from WhatsApp chats and Facebook comments to email tickets and website behavior—into one unified profile.
Give your support and sales teams immediate context. See conversation history, past purchases, and open tickets instantly. When you know the full story, you can resolve issues faster and close deals with confidence.
Eliminate data silos by syncing directly with your existing tools. Whether it is a Shopify order history or a LeadSquared CRM status, view it all within the OrelFlow dashboard without ever leaving the chat window.
Smart Segmentation for Hyper-Personalized Marketing
Generic broadcasting is dead. Use the deep data in your CDP to create highly specific audience segments based on real behavior, tags, and attributes. Target customers based on their purchase history, location, or stage in the sales pipeline.
Boost your conversion rates by sending the right message to the right person. Instead of blasting your entire list, send a re-engagement offer specifically to customers who haven’t purchased in 60 days, or a “Thank You” note to your high-value VIPs.
Our dynamic lists update in real-time. As soon as a customer meets your criteria (e.g., enters a specific pipeline stage or clicks a WhatsApp button), they are automatically added to the campaign flow, ensuring your marketing runs on autopilot.
Visual Pipeline Management & Deal Tracking
Turn conversations into conversions with built-in pipeline management. OrelFlow isn’t just about storing data; it’s about moving relationships forward. Visualize your sales process with a drag-and-drop Kanban board integrated directly into your inbox.
Empower your team with role-based data access. Assign high-value leads to senior agents automatically, set follow-up reminders, and track the monetary value of every deal in your pipeline.
Capture data effortlessly using our No-Code Flow Builder. When a user answers a question in a WhatsApp chatbot, that data is instantly saved to their profile fields, updating their deal stage and triggering the next step in your automation workflow.
Powerful Ways to Use OreFlow CDP
- Abandoned Cart Recovery Automatically trigger a WhatsApp reminder when a customer leaves items in their Shopify or WooCommerce cart, utilizing their profile data to display the specific items they left behind.
- VIP Customer Routing Identify high-value clients instantly based on their spending history. Automatically route their incoming messages to your “Priority Support Team” to ensure white-glove service.
- Lead Scoring & Qualification Automatically tag and score leads based on their interactions. If a user clicks a “Pricing” button on WhatsApp, their profile score increases, signaling sales to reach out immediately.
- Post-Purchase Feedback Trigger a CSAT or NPS survey 24 hours after a “Support Ticket Resolved” tag is added to a customer’s profile. Store the feedback directly in their CDP record for future reference.
- Subscription Renewal Reminders Track contract end-dates within custom fields in the CDP. Automatically send a personalized renewal reminder via their preferred channel (Email or WhatsApp) 7 days before expiration.
- Event & Webinar Management Segment users who have registered for an event using tags. Send automated reminders with location maps and joining links to that specific group one hour before the event starts.
- Churn Prevention Identify “at-risk” customers who haven’t interacted with your platform in 90 days. Trigger a re-engagement workflow with a special discount code to bring them back.
- Cross-Sell Recommendations Analyze purchase history stored in the CDP. If a customer bought a laptop, automatically suggest compatible accessories like a mouse or case through a targeted promotional message.
