B2C Sales CRM to Track Every Customer Touchpoint and Boost Revenue
Gleantap helps you manage thousands of customer records, identify your best buyers, and automate personalized messages that drive repeat purchases.
2.1x
More Conversions
0
Leads Missed
95%
Increase in Productivity
Trusted by B2C Professionals That Manage Customer Data at Scale
Gleantap helps B2C teams personalize buying experience, automate follow-ups, and convert first-time buyers into returning customers.
Tim M.
“Automates customer journeys and saves a lot of time, though campaign builder could be more intuitive.”
Sarah D.
“Excellent customer support. They resolved a time-sensitive segmentation issue quickly and efficiently.”
Eliana L.
“I enjoy reaching out to my customer base and sending promos and specials to generate more business.”
Keep Customer Info, Purchase History, and Communication in One Place
Gleantap centralizes customer records, including contact info, purchase history, behavior, and preferences on a single dashboard. This helps you boost repeat purchases and personalize your marketing campaigns.
Customer Profiles
View complete customer history, including all purchases, visits, conversations, and preferences, under individual profile.
Cross-Location Tracking
Recognize customers across multiple locations for tailored messages and campaigns.
Event-Based Segmentation
Group customers by shared behavior patterns, not just demographics.
Track Every Customer From First Contact to Loyal Member
Gleantap helps your teams manage your entire customer journey, from initial inquiries to repeat buyers. See where customers discover you, when they stop engaging, and what drives them to book again.
Custom Pipeline Stages
Create unlimited pipeline stages for trial sign-ups, new member onboarding, membership renewals, or win-back campaigns that match your business.
Kanban Board View
Drag and drop customer cards between color-coded stages with name, contact info, inquiry source, and priority level visible at a glance.
Automatic Stage Movement
Set up rules to move customers between stages based on their purchase behavior, visit patterns, and engagement.
Route New Customers to the Right Team Member Instantly
Gleantap captures customer sign-ups and inquiries from multiple channels and routes them to the right team member. This allows your teams to follow up quickly, book appointments faster, and provide a memorable customer experience.
Automatic Customer Capture
Sync new sign-ups and inquiries from Facebook Ads, Google Ads, web forms, and billing systems directly into your pipeline.
Instant Task Creation
Send automated notifications to teams the second a customer inquiry arrives, so follow-ups happen in minutes, not hours.
Smart Assignment Rules
Route customers to the right team members by location, membership type, or inquiry source.
Reach Customers On Their Preferred Channel
Gleantap offers VoIP calling, SMS, Facebook Messenger, Instagram DMs, WhatsApp, web chat, and email in one conversational inbox with automatic logging. Every interaction gets saved to the customer profile, so your team always has the right context.
Built-in VolP calling
Dial any lead with one click from your browser, mobile, or desk phone.
Unified Communication
Reply to SMS, email, web chat, Facebook, Instagram, and WhatsApp from one screen instead of toggling between apps.
Seamless Hand-offs
AI handles initial conversations around the clock and passes qualified leads to your sales team.
See Which Customers Convert and Where Your Pipeline Breaks Down
You can't turn first-time buyers into repeat customers if you don't understand their behavior. Gleantap gives you actionable insights on conversion rates, response times, customer acquisition channels, and team activity in real-time.
Source Attribution
Track which marketing channels drive the most bookings and purchases so you know where to invest.
Team Performance Metrics
Monitor calls made, messages sent, tasks completed, and appointments scheduled for each team member to identify top performers.
Pipeline Reports
Generate pipeline summary reports that show exactly where customers drop off and which team members need support.
Work With The Apps Your Teams Already Use
Integrate your disconnected tools to unify customer data, eliminate silos, and automate campaigns across all channels.
B2C Sales CRM FAQs
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Manage Your Sales, Marketing, and Front-Desk Support from a Single Customer Engagement Platform
Gleantap unifies your sales, marketing, and customer support in one dashboard, so your teams work with the same customer data without switching tools.
Omnichannel Inbox with AI Agents
Omnichannel Inbox consolidates all customer interactions across multiple channels into a single inbox, while our AI Agents handle routine questions and bookings 24/7.
Learn MoreMarketing Automation
Marketing Automation helps you target specific customer journeys and create personalized campaigns, so every customer gets the right offers at the right time.
Learn MoreLoyalty & Gamification
Loyalty and Gamification let you reward customers with points, badges, challenges, and tiered levels. Make your customers feel valued and give them a reason to choose you every time.
Learn MoreMost customers are leaving positive reviews across channels. Your brand reputation is strong and well-maintained.
Reputation Management
Reputation and Review Management helps you collect and manage customer reviews across Facebook and Google in one dashboard.
Learn MoreReady to Run Successful Marketing Campaigns and Grow Your Business?
Gleantap helps you unify customer data, track behavior patterns, and automate personalized campaigns, so you can increase repeat purchases and grow your business.
Ready to Run Successful Marketing Campaigns and Grow Your Business?
Gleantap helps you unify customer data, track behavior patterns, and automate personalized campaigns, so you can increase repeat purchases and grow your business.