Relationships with context.
From first contact to customer portal. AIOS connects sales, communication and digital touchpoints to the rest of your business.
Every relationship starts somewhere.
A website visit. A click. A request through a form. AIOS brings attributed digital interactions and touchpoint registrations to the contact. Your team can understand where the interest began.
The conversation continues. The context stays.
Email conversations, notes and events add to the picture. Information stays available on the contact. Whoever takes over can pick up where the last conversation ended.
One relationship. Many touchpoints.
Meetings, registrations and customer portals belong to the same relationship. People, companies and related objects are connected, with clear access permissions for your team.
Know what matters next.
Linked tasks make the next step concrete. Agents can use the permitted history, prepare conversations and support relevant follow-up actions. Your team defines the rules and approvals.
How agents work with contextThe form captures the company, interests and contact details. The registration remains available on the contact; appropriate follow-up actions can be configured.
One module. Many possibilities.
Contacts, companies and relationships
Connect people to their companies and record relationships so communication and shared work stay connected to the right context.
Emails, conversations and templates
Use previous exchanges to inform your next response, and prepare recurring communication with suitable templates for your team.
Websites and link tracking
Connect digital content to customer communication and use link tracking to understand visits from shared links in their context.
Forms, events and surveys
Collect registrations, feedback and interests through suitable formats, and use the information gathered as the basis for your next conversation.
Touchpoints and customer portals
Give customers and prospects a place to access information and interact, connected to their relevant contacts and ongoing work.
Registrations and follow-up actions
Turn a registration into a next step, connecting recurring follow-up actions to custom functions and the approvals defined for them.
One person. The whole picture.
Contact details, topics and a summary provide orientation. Registrations show the connection to touchpoints. Additional information, addresses and sensitive details are controlled through their respective permissions.
See people in context.
Organizations connect the people who belong to them. Events can also be surfaced across a company’s contacts. Understand a customer relationship beyond a single point of contact.
Bring the relationship into the team.
Connect contacts with tasks, projects and other objects. Email conversations and sensitive information have their own permissions. Your team gets the context it needs for its work.
Understand sharing & permissionsMore connection. Less catching up.
The timeline is assembled from available sources. Visits and clicks appear when collection and attribution are configured. The conversations and details a person can see follow their AIOS permissions.
The illustration shows a synthetic example workflow. You decide which touchpoints, information and follow-up actions fit your customer relationship.
Explore touchpointsEvery relationship has many touchpoints.
Contacts, organizations, notes and communication belong together. The shared object model connects this information across individual lists. Your team can continue a relationship with its full context in view.
From one conversation to thousands of contacts.
Lücke Team uses AIOS for CRM and communication, especially email newsletters reaching thousands of people. Contacts and content stay connected in the workspace. Recipients, content and delivery are prepared for the communication process.
Be ready for the next conversation.
Ask agents to bring together authorized notes and documents for a conversation or prepare a draft. Your team adds its personal perspective and reviews the result. Make knowledge useful where the relationship continues.
Contacts & organizations
Shared context. Appropriate access. One workspace.