Looking to keep track of conversations and contacts without switching between tools? Vista Social’s built-in social media CRM makes it simple to organize key info about anyone who messages your brand. All within the inbox.
In this guide:
What the Social Media CRM Can Do
Vista Social’s social media CRM makes it easier to stay organized. You can:
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Save details about anyone who sends a message
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Add context to replies for better team coordination
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Avoid asking the same questions more than once
- Sync with Zendesk for more context with your customer's support requests
It keeps everything in one spot so your team always has what they need. No extra tools needed.
How to Add or Update Customer Info
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Go to your Inbox
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Open any message to see the customer's profile, then click their name
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Add whatever info you know, such as:
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Name
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Job title
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Company
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Email
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Phone number (if available)
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The info is saved automatically and can be updated anytime. Their details appear in the profile panel inside the inbox. Your team can view them whenever someone opens that conversation again. This helps everyone stay informed and reply with context.
Have questions or ideas? Reach out! We’re always here to support you.
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