Model Customer Profiles
Your customer profiles should pull in data from all the tools and platforms you’re using and keep a complete history of every interaction. That way, you can easily track how your best customers found you and what brought them to convert.
Google Analytics
Website visit
(LinkedIn Ads)
Google Analytics
Email subscription
CRM
CRM contact created
Klaviyo
Email opened
Google Analytics
Website visit (Instagram Ads)
Google Analytics
"Call us" button clicked
Call Tracking
Call (first call)
CRM
Lead created
(first lead)
Google Analytics
Website visit
(Google Ads)
Google Analytics
Hand-raiser
form filled
CRM
Lead created
CRM
Order placed and paid (first order)
Google Analytics
Website visit
(TikTok Ads)
Google Analytics
Hand-raiser
form filled
CRM
Lead created
CRM
Order placed and paid (secondary)
Google Analytics
Website visit
(LinkedIn Ads)
Google Analytics
Email subscription
CRM
CRM contact created
Klaviyo
Email opened
Google Analytics
Website visit (Instagram Ads)
Google Analytics
"Call us" button clicked
Call Tracking
Call (first call)
CRM
Lead created
(first lead)
Google Analytics
Website visit
(Google Ads)
Google Analytics
Hand-raiser
form filled
CRM
Lead created
CRM
Order placed and paid (first order)
Google Analytics
Website visit
(TikTok Ads)
Google Analytics
Hand-raiser
form filled
CRM
Lead created
CRM
Order placed and paid (secondary)
Google Analytics
Website visit
(LinkedIn Ads)
Google Analytics
Email subscription
CRM
CRM contact created
Klaviyo
Email opened
Google Analytics
Website visit (Instagram Ads)
Google Analytics
"Call us" button clicked
Call Tracking
Call (first call)
CRM
Lead created
(first lead)
Google Analytics
Website visit
(Google Ads)
Google Analytics
Hand-raiser
form filled
CRM
Lead created
CRM
Order placed and paid (first order)
Google Analytics
Website visit
(TikTok Ads)
Google Analytics
Hand-raiser
form filled
CRM
Lead created
CRM
Order placed and paid (secondary)
Elly collects all types of customer data points:
Elly collects all types of customer data points:
Elly collects all types of customer data points:
Website visit and activity, all types of form submissions
Website visit and activity, all types of form submissions
Website visit and activity, all types
of form submissions
Calls, emails,text messages, push notifications
Calls, emails,text messages, push notifications
Movement through the sales funnel in CRM
Movement through the sales funnel in CRM
Movement through the sales funnel
in CRM
Purchases, payments, upsells, subscriptions, churn
Purchases, payments, upsells, subscriptions, churn
Discount codes, referral links
Discount codes, referral links
App installs and in-app events
App installs and in-app events
Event or webinar registrations and attendance
Event or webinar registrations and attendance
i