Workevo Customer Data Platform

Collect and unify your customer data across multiple sources

Track and gather data across multiple channels and sources to build a unique, persistent, and unified profile for each of your individual customers.

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The Power of Workevo CDP

These features bring out that persistent customer database with real time data availability.

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360° Customer View

Workevo Customer Data Platform collects data from a variety of sources, streamline every piece together to provide a 360° view about every single customer.

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Profile Enrichment

Now you can both save time, and have customer information enriched by just one click with Workevo Profile Enrichment.

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Territory Management

Filter contacts with appropriate criteria or classify their common values to group contacts together to be able to target all by once.

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Import Existing Contacts

Add a single contact by email or import many with unlimited attributes via CSV with ease.

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Merge & Match Contacts

Automatically detects duplicate contacts or consolidates their updates to an unified profile by matching & merging unidentified information.

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Event Tracking

Customize information fields of contacts by creating & managing attributes to get better contact insights with groupings.

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Attribute Management

Customize the information fields of contacts by creating or managing contacts attributes to get better contact insights by groups.

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Tag Management

Manually group contacts together once leads become customers. Change the tag name every time there’s an update in your customer lifecycle.

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Company Management

Pay attention to all details of contacts to develop real insights rather than projections; including data related to company information.

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