Customer Management

Managing customers efficiently is the foundation of business success. This guide walks you through Laifaxin's Customer Management features so you can stay on top of every interaction.

1. Contacts

Manage every contact well and you manage every opportunity well. Here's how:

Module	Core Value
Add Contacts	Add contacts one at a time or in bulk, or save emails directly from the customer search system.
Manage Contacts	A contact system built to handle millions of customer records — covering management & follow-up, sending & marketing, data analysis, and team collaboration.
Tags & Views	Use flexible 🏷 tags for multi-dimensional segmentation, then combine with 🎯 views for smart grouping — making management and marketing more efficient and precise.
Export Contacts	Export contact data from the Contacts page as a CSV file in one click, with a customizable export count — convenient for backup or analysis.

2. Companies

Beyond individual contacts, consolidating company records matters just as much.

Module	Core Value
Add Company	Create new company records manually, or discover and save target companies directly from the customer search system.
Manage Companies	All saved companies are centralized here for easy review and follow-up. 👉 Open the Companies page to get started.