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Unlock Maximum Customer Lifetime Value

Fuel sustainable growth with smarter customer value management

AI agents empower you to segment, connect, and retain high-value customers using real-time insights and intelligence

Customer value management
All-in-One Profiles

Get 360° customer profiles instantly

See profiles evolve with every interaction, reflecting the latest behaviours and preferences of customers

Bring Every Touchpoint Together

Seamless data merge

Customer segmentation

Capture interactions from all customer touchpoints and combine them into one structured, dynamic profile that updates in real time.

Add Intelligence to Every Profile

Enrich data with AI insights

Customer engagement platform

Enhance your data with AI-driven attributes such as customer intent and churn risk, powered by models that continuously learn and adapt.

Smarter Audience Segmentation

Group customers by real-time behaviour

Segment customers by their intent, actions, and interests—not just static details—for more precise targeting and quicker decisions across your teams

Create Accurate Buyer Personas

Leverage live and historical data to build personas based on real customer behaviour, not assumptions—perfect for sales, support, and marketing teams.

Turn Segments into Relatable Profiles

WorktualCapture traits like goals, preferences, and challenges

WorktualInclude credible quotes from behavioural interactions

WorktualUpdate personas continuously as data patterns evolve

Customer engagement services

Target Based on Intent Signals

Leverage predictive indicators to identify high-intent customer groups, helping you prioritise the right customers at the right time.

Group Customers by Their Needs

WorktualDetect purchase readiness through engagement patterns

WorktualMonitor drop-off signals to prevent churn

WorktualAlign offers with different stages of the customer journey

Psychographic market segmentation

Build Micro-Segments That Convert

Move beyond broad categories to create precise groups sharing common motivations, behaviours, and engagement history.

Make Every Message Feel Personal

WorktualCombine behavioural and demographic filters

WorktualDrill-down segments using AI-powered insights

WorktualPersonalise experiences for each subgroup

Customer lifetime value software

Update Segments in Real Time

Keep your audience groups aligned with the latest behaviour, preferences, and lifecycle stages for more effective outreach.

Stay Relevant as Customers Evolve

WorktualRefresh segments with every new interaction

WorktualRemove inactive or irrelevant users

WorktualAdjust marketing and support instantly to changing needs

client value management

Seamlessly Integrate with Your Workflow

Easily connect Worktual with your CRM, helpdesk, analytics tools, and marketing platforms to ensure smooth data flow and unified insights.

Customer engagement platforms
From Insight to Timely Impact

Forecast, personalise, and engage more effectively.

Worktual

Spot Churn Before It Happens

Identify early signs of disengagement and act swiftly to reduce drop-offs and retain your valuable customers.

Worktual

Deliver Relevant Product Suggestions

Leverage behaviour and context to recommend products customers are most likely to explore, click, or purchase.

Worktual

Optimise Campaign Timing with Ease

Send emails, messages, or offers at the exact moment each customer is most likely to respond.

Worktual

Trigger Action-Based Campaigns

Launch personalised sequences based on customer behaviours like sign-ups, cart abandonments, or page visits.

Worktual

Refine Targeting with AI Insights

Combine real-time and historical signals to boost campaign effectiveness throughout all stages of the customer lifecycle.

Focused on High-Value Relationships

How teams grow with Customer Value Management software

Discover how leveraging customer value insights can shape your strategy, enhance loyalty, and accelerate revenue growth.

Our campaigns improved significantly once we started focusing on high-value customer segments. It’s not about sending more messages, but sending the right ones at the right time.

Worktual

Raghav DeshmukhHead of Retention Marketing

Understanding where each customer is in their journey helps us act proactively. We’ve been able to prevent drop-offs that previously went unnoticed.

Worktual

Tanishq MalhotraCustomer Experience Lead

Knowing how different segments interact with our features has been a game-changer. We now prioritise what truly delivers value to customers.

Worktual

Rowlin LalProduct Manager

Global Report: Managing Customer Value at Scale

Move beyond short-term wins and explore how top Indian businesses boost loyalty, retention, and revenue through smart customer value strategies.

customer segmentation toolss
Works Across All Industries

Who Benefits from Worktual CVM?

Any business aiming to grow using customer insights and a lifetime value strategy.
Customer Service for E-commerce
E-commerce

Personalise offers based on purchase history and real-time behaviour.

Customer Service for Real estate
Real Estate

Segment buyers, renters, and leads by urgency and intent signals for better engagement.

Customer Service for education
Education

Nurture prospects and re-engage dropouts with intelligent segmentation by learning stages.

Customer Service for Legal
Legal

Track consultation progress, follow-ups, and client retention using smart triggers.

 Customer Service for healthcare
Healthcare

Engage patients with timely reminders, health journeys, and follow-up campaigns.

Customer Service for fintech
Fintech

Identify high-value customers and reduce churn through predictive, behaviour-driven engagement.

Frequently asked questions

What is Customer Value Management (CVM)?+
Customer Value Management helps you understand, grow, and retain your most valuable customers by using data and insights to guide your engagement strategies.
How is Worktual’s CVM different from regular engagement tools?+
Worktual focuses on long-term customer value, not just sending campaigns. It enables you to act on behaviour, intent, and loyalty signals using built-in AI intelligence.
Does Worktual’s CVM support AI-powered segmentation?+
Yes. Worktual leverages AI to automatically group customers based on behaviour, value, and intent—no manual rule-setting required.
Can I integrate Worktual CVM with my existing tools?+
Absolutely. Worktual seamlessly connects with your CRM, customer support platforms, analytics tools, and marketing systems for unified data and insights.
How does Worktual help prevent customer churn?+
Worktual detects early warning signs of churn and helps you respond quickly with personalised campaigns, reminders, and offers to retain customers.
What kind of insights does Worktual provide?+
You get clear views on growing segments, customer drop-offs, campaign effectiveness, and the key drivers of customer value.
Is Worktual CVM suitable for my industry?+
Yes. Whether you’re in retail, healthcare, fintech, education, real estate, or other sectors, Worktual helps you manage and grow customer value effectively.