Customer Management
Bizily automatically builds customer profiles from conversations and bookings. Understand your customers better without manual data entry.
Auto-Building Profiles
Customer details are captured automatically from conversations and bookings.
Smart Segments
Automatically group customers based on behavior, preferences, and history.
Custom Tags
Add your own tags to organize customers the way you want.
Duplicate Detection
Bizily identifies and merges duplicate customer records.
How Auto-Building Works
Customer messages you
Through Instagram, WhatsApp, SMS, or any connected channel.
AI extracts information
Names, preferences, service history, and other details are captured.
Profile is created or updated
New customers get a profile; returning customers have theirs enriched.
Segments update automatically
Customers are added to relevant segments based on their behavior.
What's Captured
Contact Info
- • Name
- • Phone number
- • Email address
- • Social media handles
Preferences
- • Preferred services
- • Favorite times
- • Communication preferences
- • Special requests
History
- • Booking history
- • Conversation history
- • Total spend
- • Visit frequency
Insights
- • Customer lifetime value
- • Churn risk
- • Engagement score
- • AI-generated notes
Learn More
Customer Profiles
View and manage individual customer records
Segments
7 smart segments plus custom segment builder
Custom Attributes
Track any data unique to your business
Tags
Organize customers with custom labels
Bulk Actions
Tag, export, or manage multiple customers
Duplicate Detection
Automatic identification and merging