CUSTOMER MANAGEMENT & RETENTION
Keep customer information, follow-up and opportunities connected
Sliqio connects customer records, conversations, appointments, tasks and ongoing engagement so your team can see what has happened, what needs attention and where each relationship stands.
THE CHALLENGE
Customer information becomes harder to manage as the business grows
As conversations, appointments and customer activity increase, important information can become spread across different tools, inboxes and team members.
Customer Information Is Scattered
Messages, appointments, notes and customer details may sit across different tools, inboxes and team members.
Follow-Up Depends on Individual Staff
Tasks, reminders and next actions can be delayed when responsibility is unclear or information is difficult to find.
Past Customers Are Easily Overlooked
Without a connected process, review requests, repeat-business opportunities and inactive-customer reactivation may happen inconsistently.
CONNECTED CUSTOMER RECORD
Keep customer history in one connected place
A connected customer record gives the team access to the available conversations, appointments, notes, tasks and relationship status without searching across disconnected systems.
Contact Details
Keep available customer information and communication details connected to one record.
Notes and Tasks
Record relevant notes and assign actions when personal follow-up is required.
Conversation History
View available phone, SMS, email and website conversations in one place.
Relationship Status
Track the current customer or opportunity status using a defined process.
Appointment Activity
See upcoming appointments, previous bookings, cancellations and rescheduling activity.
Next Action
Show what needs attention next and who is responsible for taking action.
Customer
Sample Customer
Status
Active Customer
Latest conversation
Follow-up completed
Upcoming appointment
Consultation — Tuesday, 10:00 am
Assigned to
Team Member
Outstanding task
Send review request
Next action
Confirm follow-up
ONGOING CUSTOMER ENGAGEMENT
Support reviews, repeat business and customer reactivation
Connected workflows can help businesses continue appropriate customer engagement after an appointment, service or purchase.
Review Requests
Send configured review requests at an appropriate point in the customer journey.
Repeat-Business Reminders
Create reminders or customer communications based on relevant service or purchase cycles.
Inactive-Customer Reactivation
Reconnect with past customers who have not engaged for a defined period.
Previous-Opportunity Reactivation
Revisit past enquiries or opportunities where renewed contact may be appropriate.
Customer communications must follow the business’s approved messaging, consent requirements and applicable communication rules.
Assigned Team Member
Show who is responsible for the current customer relationship or next action.
Current Status
Use defined statuses to show where the customer or opportunity currently stands.
TEAM VISIBILITY
Give the team a clearer view of each customer relationship
Connected records, tasks and status updates help staff understand who owns the next action and which customer relationships need attention.
Reporting and Oversight
Provide practical visibility into customer activity, outstanding actions and relationship status.
Visibility depends on the channels, workflows and information configured within the customer system.
Assigned to
Outstanding Tasks
Display follow-up actions that are waiting to be completed.
Recent Activity
Review available messages, appointments, notes and workflow updates.
CRM & AUTOMATION PLANS
Choose the right CRM and automation package for your business
Start with the level of CRM, follow-up and automation your business needs today, then expand as your customer journey becomes more complex.
Essentials
A$295 + GST / month
Setup from A$1,495 + GST
Best for: Businesses that need a connected CRM, regular email communication and simple follow-up automation.
Include:
- Contact and company CRM
- Up to 5 users
- One pipeline
- Email integration
- Contact segmentation
- Tasks and reminders
- Newsletter and email campaign capability
- Up to 3 basic automation workflows
- One branded email template
- Basic dashboard and reporting
- Initial customer data import
- Initial Training
Growth
Most Popular
A$495 + GST / month
Setup from A$2,495 + GST
Best for: Businesses that need more structured follow-up, multiple customer journeys and deeper automation.
Everything in Essentials, plus:
- Up to 10 users
- Multiple pipelines
- Advanced contact segmentation
- Up to 8 automation workflows
- Automated enquiry follow-up
- Customer nurture sequences
- Forms and enquiry capture
- Calendar and appointment integration
- WhatsApp integration where supported
- Enhanced dashboards and reporting
Pro
Setup from A$4,495 + GST
A$795 + GST / month
Best for: Established businesses with more complex teams, customer journeys and automation requirements.
Everything in Growth, plus:
- Higher user allowance
- Multiple advanced pipelines
- Advanced workflow automation
- Lead or customer assignment rules
- Customer reactivation workflows
- Review and reputation workflows
- Multiple calendars
- Advanced reporting and oversight
- More complex system integrations
- Quarterly optimisation review
1) All plans include CRM platform access, initial configuration, customer data setup, training and ongoing platform support.
2) Final setup pricing depends on data volume, integrations, workflow complexity and any additional configuration required.
3) Normal business email usage is included. WhatsApp, SMS, phone and other third-party usage charges may apply separately where relevant.
4) Requirements outside these plans can be scoped separately.