All in one profiles
Get 360° customer profiles fast
Watch profiles evolve with each interaction and reflect the most recent customer behaviours and preferences.
Bring every touchpoint together
Instant data merge
Capture interactions from all customer touchpoints and merge them into one structured, dynamic profile that updates in real time.
Add intelligence to every profile
Enrich data with AI insights
Enhance raw data with AI-driven attributes, like intent and churn risk, using continuously learning models.
Smarter audience segmentation
Group customers using real-time behaviour
Create accurate buyer personas
Use live and historical data to build personas that reflect real-world behaviour, not assumptions. Ideal for sales, support, and marketing.
Turn segments into relatable profiles
Capture traits like goals, preferences, and challenges
Include real quotes from behavioural interactions
Refresh personas as data patterns shift
Target based on intent signals
Use predictive indicators to form high-intent groups, helping you prioritise the right customers at the right time.
Group customers by what they need
Detect purchase readiness from engagement
Track drop-off signals before churn
Align offers to customer journey stages
Build micro-segments that convert
Go beyond broad categories and create precise groups with shared motivations, behaviours, and engagement history.
Make every message feel personal
Combine behavioural and demographic filters
Narrow down with AI-powered insights
Tailor experiences to each subgroup
Update segments in real time
Ensure your audience groups reflect the latest behaviour, preferences, and lifecycle stage for more accurate outreach.
Stay relevant as people evolve
Refresh segments with every new action
Remove inactive or irrelevant users
Adapt marketing and support instantly
From insight to timely impact
Predict, personalise, and engage better
Spot churn before it happens
Detect early signs of disengagement and act fast to reduce drop-offs and retain valuable customers
Deliver relevant product suggestions
Use behaviour and context to recommend items customers are most likely to click, buy, or explore
Optimise campaign timing easily
Send emails, messages, or promotions at the moment each user is most likely to respond.
Trigger action-based campaigns
Launch personalised sequences based on customer behaviour like signups, cart abandonments, or page visits.
Refine targeting with AI insights
Combine real-time and historical signals to improve campaign performance across all lifecycle stages.
Focused on high-value relationships
How teams grow with CVM software
Explore the benefits of using customer value insights to guide strategy, boost loyalty, and drive revenue
Our campaigns started performing better the moment we began targeting high-value segments. Its not about sending more messages, but sending the right ones at the right time.
Sophie ReynoldsHead of Retention Marketing
Seeing where each customer stands in their journey helps us be more proactive. We’ve managed to prevent drop-offs we wouldn’t have noticed before.
James TaylorCustomer Experience Lead
Understanding how different segments engage with features has been a game-changer. We’re now prioritising what truly adds value
Olivia BennettProduct Manager
Works across all domains
Who benefits from Worktual CVM?
E-commerce
Personalise promotions based on purchase history and real-time behaviour.
Real Estate
Segment buyers, renters, and leads based on urgency and intent signals.
Education
Nurture leads and re-engage dropouts using intelligent learning stage segmentation.
Legal
Track consultation stages, follow-ups, and client retention with smart triggers.
Healthcare
Engage patients with proactive reminders, health journeys, and follow-up campaigns.
Fintech
Identify high-value customers and prevent churn through predictive, behaviour-led engagement.
