Customer Relationship Management (CRM)

Customer Relationship Management (CRM) is a tool that companies utilize to store and monitor customer information. The purpose is to be a central repository of customer data for visibility into the customer’s interactions and relationship with a brand.

Maintaining visibility into a customer’s journey in a Customer Relationship Management tool is important to provide the highest quality future interactions. TaskUs believes that one of the best ways to deliver this holistic, A-Z experience is to offer an omnichannel relationship. This means engaging with customers through a channel (SMS, chat, voice, etc.) that the customer desires to use, on their terms, whenever and wherever they want to communicate.

TaskUs prides itself on having unique insights into each customer’s journey—every interaction that a customer has had with the brand—from previous complaints, to usage statistics and to purchasing behavior to deliver a one-to-one tailor interaction.