Customer And Vendor Center

All Customer details and correspondence are at your fingertips. All the information required to deliver the service you promise.
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A Record Of All Communication, With Every Customer

Know Who Last Contacted

Every email, internal note and detail, for each Customer , is in one shared place for your team. Know who last contacted a Customer, what was said and when that was. Everything is searchable, so when a Customer calls you will instantly know where things stand.

Automate Customer Data- Collection With Customer Tasks And Auto- Reminders

Let Wispa do all of the chasing for you by automating Customer requests and reminders. Customer become part of your workflow, so they know exactly what they need to action and you know what you are still waiting on. The moment a Customer sends documents and comments, you are notified right where you need them.

Customer Management Features

Customer Portal

Collaborate with Customer in one streamlined workflow with tasks and document sharing.


Stop chasing Customer for missing information.Wispa sends task Previous Slide for you.

Kanban Board

View and optimize all of the jobs going on across your team.


All Customer conversations in one place. Email, sms, whatsApp and Slack.

Activity Timelines

Shared history of emails, notes, tasks and activity relating to any job or Customer.

Integrated Email

Every email between your Customer and anyone on your team, in one single place.

Customer Groups

Manage people and organizations that are related by ownership or financial structure.

Template Responses

Whether you have teams from all over the world. Keep all your communication.

Shared Contacts

Work together on Customer with all contact details, work and communication in one place.

Third-Party Integrations

Share data between Karbon and other systems to keep everything up-to-date.

Document Storage

Files and documents automatically stored and organized against Customer and jobs.

Video Conferencing

End to End Encryption, recording, chat and file uploads.

Contact Types

Customizable database categories for Customer, prospects, suppliers or anyone else.


Included in Wispa. Dashboard tracking of unsigned documents. Nothing falls through the cracks.


Digital agendas with timers, record actions, decisions and notes. Automatically track incomplete assigned work and send out the recorded minutes instantly.

Project Management

Doing larger projects with Customer. Get the Customer totally engaged and visible .

Accountable Focused Meeting Agendas

Stop having wasted meetings that go nowhere; Wispa Meetings have focused agendas, track and follow up incomplete tasks and automatically send out the minutes to all participants.
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