Customer Record Management
Create and update customer records automatically.
MiaRec Relationship Management creates and updates the customer records, such as accounts, deals, tasks, service requests, and any custom record types you use to run your business, automatically after each conversation.
This means your team can pay more attention to helping your customer or prospect, and call notes don't get postponed until later and then forgotten. This ensures that records always reflect what was actually said, and the person on the next call inherits an account that reflects the full history — not just what someone had time to enter.
Action Intelligence
Capture and update follow-ups automatically
When a conversation produces a task, a promise, or a next step, MiaRec Relationship Management recognizes it and creates the action item for you. The person on the call does not have to remember and write down everything they committed to, because MiaRec picks it up from the conversation itself.
It also keeps those items current. If someone mentions on a later call that they already sent the email or completed the task, MiaRec updates the matching action item. This keeps your team's task list accurate and makes sure follow-ups do not get dropped simply because someone forgot to note them.
Revenue Intelligence
Catch buying signals and recover lost opportunities
When a customer signals interest, such as mentioning that they were thinking about upgrading, MiaRec detects it, creates an opportunity, and updates existing opportunities as new signals come up. These moments often get lost the second a call ends, but MiaRec makes sure they are captured.
It also helps you understand revenue you are losing. When a purchase never got completed or a deal stalled, MiaRec helps surface why, so you can follow up and recover opportunities that would otherwise slip away unnoticed.
Service Intelligence
Catch complaints the moment they come up
MiaRec detects complaints and service issues as they surface in conversations, then creates or updates the matching request or complaint. Nothing depends on an agent remembering to log it after the fact.
This gives you a reliable record of what customers are unhappy about, captured at the moment it is raised. You can see service problems as they happen and act on them, instead of finding out about them only when a customer escalates or leaves.
Customer Memory & Churn Risk
See the whole customer across every conversation
Until now, you could only look at one interaction at a time. Thanks to cross-conversation memory, you can now identify patterns that only emerge over multiple conversations. For example, a customer who says again and again that they have called too many times, that nothing has been fixed, and starts mentioning a competitor adds up to a churn risk you can catch before you lose them, and the same view surfaces buying patterns that build over time.
You can also define custom objects specific to your business, such as missed revenue, and surface and report on them, as long as they appear in the conversations. This means the things you most need to track are not limited to what MiaRec detects by default. You decide what matters, and MiaRec finds it across the full history of every customer.
