Customer Profiles

Turn scattered customer records into profiles your business can act on.

SMSLeopard helps you collect customer data from Google Sheets, spreadsheets, payments, websites, conversations, surveys, and APIs, then turn it into clear profiles for segmentation, personalization, analytics, and smarter communication.

Google SheetsImportsContacts APICustom attributesSegmentation

Unified Customer Profile

Customer A-1042

Synced from payments, website, surveys, and messaging

Healthy

Lifetime value

KES 82.4K

Last payment

2 days ago

Segment

High value

Live data sources

M-PesaSynced
WebsiteSynced
SurveySynced
WhatsAppSynced

Next best action

Send renewal offer on WhatsApp

Paid recentlyPrefers WhatsAppHigh response
Profile data helps your team decide who to target, what to say, and which channel to use.

The Problem

Most businesses have customer data, but no clear customer picture.

Customer information lives in payment exports, spreadsheets, website forms, support conversations, and internal systems. That makes it hard to understand customers, build useful segments, or communicate with relevance.

The Solution

Build profiles that give your team customer control.

A customer profile brings together the data points that explain a customer: value, activity, preferences, payments, products, feedback, and the next action your team should take.

Data Sources

Start with the customer data already sitting inside your business.

You do not need perfect systems to begin. Start with the records you already have, then connect more sources as the profile becomes more valuable.

Payment records
Website signups
Google Sheets
Spreadsheets
CRM exports
Product usage
Support conversations
Survey responses
Business systems

Profile Model

Track the customer attributes that actually matter to your business.

Every business understands customers differently. SMSLeopard lets you build profiles around your own fields, so segments and messages reflect how your business really operates.

Contact details
Customer value
Last payment
Purchase history
Product ownership
Preferred channel
Feedback score
Custom attributes

Customer Intelligence

Profiles should help your team answer better customer questions.

Once customer data is organized, your team can stop guessing and start making decisions from a clearer view of customer value, activity, feedback, and risk.

Who are our most valuable customers?

Which customers are becoming inactive?

Which segments are growing fastest?

Who should receive this campaign?

Who needs a reminder, survey, or follow-up?

What customer data are we still missing?

Core Capabilities

Create order first. Then communicate with precision.

Customer profiles are the foundation for segmentation, personalization, surveys, automation, and more useful WhatsApp and SMS communication.

Custom profiles

Model customer data around the fields your business uses to understand value, lifecycle, activity, and preference.

Google Sheets and imports

Bring in customer records from Google Sheets, spreadsheets, CRM exports, payment files, and operational tools.

Contacts API

Keep profiles current by syncing customer records and attributes from your own systems.

Segmentation

Build audiences using customer value, behavior, activity, channel preference, feedback, and custom fields.

Where Profiles Create Value

Use customer profiles across the full customer journey.

The profile becomes the operating view your team uses to understand, target, follow up, and learn from customers.

Personalized broadcasts

Use profile fields, segments, and variable-driven templates to make WhatsApp and SMS campaigns more relevant.

Automated follow-up

Trigger messages after payments, renewals, deliveries, inactivity, form submissions, or service milestones.

Customer feedback

Target surveys by segment, collect missing customer context, and enrich each profile with what customers tell you.

Business Outcome

Give your team one reliable view of the customer.

The buy decision is simple: if customer data is scattered, messaging is generic and decisions are slow. Customer profiles create the order your team needs to understand customers and act with confidence.

Cleaner customer data
Useful customer segments
More relevant broadcasts
Better customer follow-up
More accurate surveys
Less manual list rebuilding

Related Pages

Use customer profiles across broadcasts, surveys, and integrations.

Customer profiles are the foundation. These pages show how clear customer data turns into better messaging, sharper targeting, and stronger automation.

Personalized Broadcasts

Use segments, variables, and AI-assisted messaging to send more relevant WhatsApp and SMS broadcasts.

Customer Feedback & Surveys

Target the right participants, send reminders, and use responses to improve what you know about each customer.

Contacts API

Sync customer profiles from Google Sheets, CRMs, payments, websites, apps, and internal systems.

Bulk SMS

See how better customer data makes high-reach SMS campaigns more targeted and more effective.