If you’re looking for ways to engage new and lapsed customers with the value of the BaseKit Platform, in addition to a super simple UX – the customers application – can do just that.
Launched in March last year, it’s a single place for your customers to view and manage all their customer details and transactions. It’s available to any user who has BaseKit Store or BaseKit Bookings as part of their website package.
For our partners, it’s an exciting foundational development at the heart of our BaseKit Connect roadmap, to connect the many separate steps of transacting online into a simple and repeatable workflow.
What’s the value for your customers now?
Saving time is of huge value to small businesses and it has a commercial impact too. The customer’s application makes it much easier for users to not only view and manage but understand their customer data quickly and efficiently. It offers:
Watch our Product VP Gordon Plant give a whistle stop tour
Throughout 2023 we added more features including the ability to capture website form data within the application, making it really easy for users to not only keep track of how their forms are used but who enquired and made an order or booking from what form.
We also released new search options to make it easier for users to search their customer data by name, email address or transaction ID, filter it by date and/or time, and export it (CSV format) based on a date range or any other criteria.
In a nutshell the customers application offers:
- Full automatic transaction history import
- Customer anonymisation for GDPR
- Form data capture
- Flexible search criteria, filter and export criteria
- CSV export
- Full mobile functionality
- No added cost
What’s on the horizon
Soon we will release Zapier integration to transform the workflow experience for Store and Bookings users. Via Zapier, Store and Bookings users will be able to create their own workflows for different transactional activity related to different applications. For example, an event like ‘receiving a new order’ can be sent to Zapier and connected to any application that can accept the order content.
The immediate growth opportunity
The connect features will be designed to seamlessly integrate with the BaseKit Platform for speed to market strategies. This makes them attractive to a broader customer base who don’t use the BaseKit Platform, serving as an immediate growth opportunity for our partners. There will also be API access for custom integrations, helping other software providers to offer compelling transactional experiences to their customers with BaseKit.
Share this free added value with your customers
The customers application represents a valuable and free feature that existing and new customers should make the most of within their BaseKit package. It’s a great way to engage or re-engage business owners looking for more ways to stay organised and get precious time back.
If you have further questions about ways to market it to your customers, contact your account manager.