Customer Data Management & Analytics System

Unlock the full potential of your customer data

A centralized self-hosted platform that collects, cleans, analyzes, and ensures compliance for customer data. Ideal for businesses seeking accurate insights, personalized campaigns, and risk reduction to drive growth.

Trusted by businesses worldwide
Customer data management platform dashboard preview

The Core Problem

Businesses handling customer data frequently encounter siloed systems that scatter information across departments, resulting in incomplete profiles, unreliable insights, and lost chances for targeted marketing or sales. Issues like duplicates, outdated records, or incomplete data lead to flawed campaigns and decisions, while non-compliance with regulations such as GDPR or CCPA can incur hefty fines and damage reputation. Without efficient analytics, identifying trends becomes challenging, potentially costing significant revenue from ineffective segmentation.

  • Siloed data leading to incomplete customer profiles
  • Poor data quality causing inaccurate insights
  • Compliance risks from privacy breaches
  • Missed opportunities without trend analysis

Outcome

A self-hosted web platform that unifies data management, automates cleaning and compliance, and provides analytics for smarter decisions and growth.

Designed for Every Role

Manager / Admin

Oversees all data operations, ensures compliance, and gains actionable insights through comprehensive dashboards showing customer profiles, privacy status, analytics charts, and real-time alerts.

Analyst / Staff

Accesses tools for querying, segmenting, and cleaning data to generate reports and insights, with notifications for tasks and updates to streamline workflows.

Customer

Utilizes a self-service portal to view and update personal data, manage consent preferences, review history, and provide feedback for greater transparency and control.

Manager Dashboard

Access real-time oversight with user-friendly widgets tailored for efficient monitoring of customer data, compliance, and analytics.

  • Customer overview grid filtered by status like active or high-value
  • Privacy tracker displaying compliance status and breach alerts
  • Analytics charts visualizing engagement rates and data quality metrics
  • Query view summarizing recent staff queries and results
  • Alerts feed for data issues, consent expirations, and customer feedback
  • Messaging hub for threads between manager-analyst and analyst-customer
Customer data manager dashboard preview

Standard Plan

Essential features for centralizing customer data, ensuring compliance, and gaining basic analytics insights.

Customer Profiles

Included

Centralize and manage unified customer profiles with essential details for easy access and updates.

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Data Import Tools

Included

Seamlessly import customer data from CSV or Excel files with field mapping and validation.

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Analytics Dashboard

Included

Visualize key customer insights through charts on segments, engagement, and trends.

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Privacy Compliance Tools

Included

Track and manage customer consents to ensure adherence to GDPR and CCPA regulations.

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Query Builder

Included

Build and execute custom queries to filter and analyze customer data efficiently.

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Report Generation

Included

Create and export customizable reports on segments, revenue, and compliance.

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Alert System

Included

Receive notifications for critical data events like consent expirations or quality issues.

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Audit Trail

Included

Automatically log all data actions for searchable records and accountability.

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Basic Integration

Included

Sync data with local tools using webhooks for seamless internal workflows.

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Role-Based Access

Included

Control user permissions to secure data access based on roles.

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Customer Feedback

Included

Collect and integrate customer ratings on data handling into analytics.

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Customer Portal

Included

Empower customers to self-manage data preferences and consents.

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Consent Reminders

Included

Send automated reminders for upcoming consent expirations.

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Basic Personalization

Included

Segment customers for targeted lists to enhance marketing efforts.

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Fraud Detection

Included

Flag suspicious data patterns like duplicates for immediate review.

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Only $99/one-time payment only

Unlock the complete base platform for your entire team.

  • Unlimited customer profiles
  • Email notifications + in-portal alerts
  • Role-based access
  • Customer portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced analytics, personalization, and integration tools.

Customer Segmentation

$25

Build targeted customer groups using advanced filters for precise marketing.

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Personalization Engine

$28

Apply rules to deliver tailored campaigns and content to segments.

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Data Visualization Tools

$22

Create custom charts to uncover trends and insights from data.

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Compliance Audit Tools

$24

Generate detailed reports on consents and access for regulatory compliance.

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Customer Journey Mapping

$20

Visualize customer paths to identify and optimize drop-offs.

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A/B Testing for Campaigns

$21

Test content variants on segments to measure and optimize engagement.

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Data Backup Automation

$23

Schedule automatic backups to local storage for data protection.

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Multi-Language Support

$20

Translate the interface for diverse user bases.

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Custom Fields

$22

Add tailored fields to profiles for business-specific data capture.

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External Tool Integration

$20

Sync with local tools like email or accounting via webhooks.

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Retention Campaigns

$25

Target inactive customers with automated emails to encourage re-engagement.

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Data Enrichment

$21

Enhance profiles with derived insights like lifetime value.

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Custom Dashboards

$20

Build personalized views with draggable widgets for key metrics.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Quick Comparison

Standard Plan

Complete base platform for daily operations

$99
  • Customer Profiles
  • Data Import Tools
  • Analytics Dashboard
  • Privacy Compliance Tools
  • Query Builder
  • Report Generation
  • Alert System
  • Audit Trail

Custom Add-ons

Pick-and-choose advanced capabilities

$20-35 each
  • Customer Segmentation
  • Personalization Engine
  • Data Visualization Tools
  • Compliance Audit Tools
  • Customer Journey Mapping
  • A/B Testing for Campaigns
  • Data Backup Automation
  • Multi-Language Support

What Businesses Are Saying

Unifying our customer data has eliminated silos, providing accurate insights and effortless compliance.

Alex, Data Officer

Query tools and segmentation have streamlined our workflows, saving hours on data cleaning and reports.

Maria, Analyst

The privacy tools and analytics have boosted our campaign effectiveness while avoiding risks.

Sarah, Marketing Manager

Ready to optimize your customer data management?

Start with the Standard Plan and enhance with add-ons for superior insights and compliance.