Contacts (CRM, B2C & B2B)

Finally know who your customers really are

Most companies do not know too little about their customers. They know it in too many places.

The email address sits in the newsletter tool. The order history in the shop. The last phone call in a notepad. The consent somewhere in a form export. And the one colleague who keeps it all in her head is away on holiday.

Caymland M4 brings all of it together in a single contact profile. One record per person, one record per company, and behind it the complete history of your relationship.

One profile that tells the whole story

Open a contact and you see more than a name and an address. You see what this person has actually experienced with you.

The core data: name, salutation, address, country, language, time zone, phone, social profiles. Plus exactly the fields your business really needs. Membership number, subscription type, preferred branch, vehicle class, season ticket, contract end date. You create them yourself, in minutes, without a developer. Text, dropdowns, multi-select, date, numbers, yes/no, country, language: the field adapts to your process, not the other way round.

The chronology: below that runs the complete timeline. Which email was opened when and which link was clicked. Which pages the contact visited on your website, for how long, and which campaign brought them there. Which form they filled in. Which campaigns they are in, and at what point. Which SMS, push notification or messenger message went out. Which documents they downloaded. Which reply they wrote to your team in the inbox.

The relationship: notes from your colleagues, with attached documents and reminders. Who on the team is responsible for this contact. Which tasks are open. Which tags, categories and interests are on file.

No switching between tools, no asking around the team, no "hang on, let me just check". One page, everything on it.

B2C and B2B in the same system

Most CRM systems force a decision on you: either you manage people, or you manage companies. Reality is rarely that tidy.

Caymland M4 knows both and connects them properly:

• Companies are profiles in their own right, with their own fields, their own history, their own notes and their own scoring.
• A person can belong to several companies, with one of them as the primary one. The buyer who also sits on an association board. The consultant with three clients. The managing director who is a private customer as well.
• Every connection has a role. Decision maker, accounts, technical contact, member. So you know not only who belongs to the company, but what for.
• Company data flows into your communication. When a company's address changes, you do not have to update it on sixteen contacts.
• Companies can be grouped and scored just like people. Which accounts are moving? Where has it gone quiet?

Whether you sell tickets to consumers, look after members, develop major accounts or do all of it at once: you do not need three systems for that.

Audiences that keep themselves current

Static lists are out of date from the day they are created. That is why Caymland M4 works with living audiences.

You describe once who you mean. From then on the system keeps the group current by itself: whoever newly fits joins, whoever no longer fits drops out. Without anyone touching an export.

And you can describe far more than "lives in Zurich":

Combinable, nestable, and checked in seconds. "Every prospect in eastern Switzerland who visited the pricing page in the last 30 days but has not ordered yet, and whom I am allowed to contact by email." That is no longer a project. That is an afternoon coffee.

And if you do need a fixed, hand-picked list at some point: that exists too, of course.

Data you can trust

A CRM is only as good as the data in it. That is why a great deal of the work in Caymland M4 sits exactly where it is unspectacular but decisive.

Finding duplicates and merging them cleanly. The system spots duplicate contacts and companies by the characteristics that are unique for you. Nothing is lost in the merge: history, notes, consents and company links all come along, and it stays traceable what was merged with what. You decide which record wins, or you let it run automatically on a schedule.

Imports that tell you what went wrong. You upload a file, map the columns to the fields and start. Large files carry on in the background while you work. At the end you see not just "finished", but exactly which rows did not go through, and why.

Every change is traceable. Who set which field to which value, and when? It is in the log. In a complaint, an audit, or simply when someone asks "why does it say that now?", this is worth its weight in gold.

Exports leave a trail. The way out is logged too: who exported which contacts, when and why.

Anonymous visitors become known contacts

Someone reads your website for three weeks. They click through offers, compare, come back. Then they fill in a form.

In most systems their story begins at that moment. In Caymland M4 it begins three weeks earlier. The entire earlier journey is attributed to the newly identified contact.

That changes the first conversation fundamentally. You no longer ask "so what are you interested in?". You know.

Who genuinely deserves attention

Not every contact is equally urgent. Caymland M4 helps your team get the order right.

• Points accumulate automatically when a contact does something relevant. You define what is worth how much.
• Scoring by topic instead of one total figure: interest in product A, interest in product B, proximity to a purchase decision. A single number on its own tells you too little.
• Stages show where in the process a contact currently stands, and change automatically once the conditions are met.
• Signals make visible why a contact is interesting right now. Not just "score 84", but "opened the pricing page twice yesterday".

Optionally this can be extended with an AI-assisted recommendation for the next sensible step.

Consent is not a tick box, it is a state

Data protection in Caymland M4 is not a module bolted on afterwards. It is part of the contact profile.

• Single and double opt-in, properly documented, including time and origin.
• Unsubscribes with a reason. Unsubscribed themselves, blocked manually, hard bounce, soft bounce, suppression list. The difference matters, and the system knows it.
• Separated by channel. Someone can have unsubscribed from the newsletter and still want an SMS about their order.
• A preference centre, where your contacts decide for themselves what they want to receive. That lowers unsubscribes considerably, because the alternative to "everything" does not have to be "nothing".
• Frequency rules, so that nobody is overrun by you. At most this many messages per period, preferred channel, defined quiet times.

That is how you meet the requirements of the GDPR and the revised Swiss Data Protection Act — not on paper, but in day-to-day operation.

Your team works together, not side by side

• Responsibilities are recorded visibly. Every contact has a person accountable for it.
• Permissions control who may see and change what. Your field sales team sees its contacts, management sees all of them.
• Notes and documents live with the contact, not in one person's mailbox.
• Reminders make sure a callback does not slip through.

When someone leaves the company, the knowledge about the customer relationship does not leave with them.

Open to everything else you use

A contact profile is complete when the systems beside it feed into it as well.

• Existing CRM systems such as Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, Zoho, SugarCRM and others can be connected and synchronised.
• Email and calendar from Microsoft 365 and Google.
• Shop, ticketing and point-of-sale systems deliver purchases and transactions straight into the profile.
• Forms and landing pages from Caymland itself write into it anyway.
• A complete API for everything that is bespoke. Your line-of-business application, your ERP, your association system.

Caymland M4 does not want to be your only system. It wants to be the system where the customer view comes together.

What this looks like day to day

The cultural venue. Visitors buy tickets, sometimes online, sometimes at the box office, sometimes as a gift. Instead of three address variants of the same person there is one profile, with every visit, every preference, and the information on whether a subscription is running out. The invitation to the new season goes to people it actually fits, not to a list from two years ago.

The B2B provider. A company has been showing activity for weeks: three different people download documents, one of them is new. The team sees this on the company profile, not across three separate contacts, and gets in touch at the right moment with the right person.

The association. Members, prospects, corporate members and honorary members have different rights, fees and communication preferences. It all sits in one system, with clean consent per channel and a preference centre where every member decides for themselves what they want to hear about.