Book a Meeting (or)Chat on WhatsApp
Products
PricingAbout Us
Resources
Contact Us
Increase customer lifetime value

Boost sustainable growth with intelligent value management

Identify high-value customers, personalise engagement, and automate retention with AI agents powered by live data and insights.

Customer value management
Complete customer views

See every customer clearly, in real time

Profiles update automatically with each action, showing current behavior, preferences, and engagement patterns across channels.

Combine every interaction

Real-time profile building

Customer segmentation

Pull data from every customer touchpoint and stitch it into one live, structured, and unified profile.

Make profiles smarter

AI-powered enrichment

Customer engagement platform

Use continuously learning models to add traits like purchase intent, engagement levels, and churn probability.

Intelligent audience targeting

Segment by live behaviour, not assumptions

Group customers using real-time actions, interests, and intent signals to improve targeting and speed up decisions.

Craft personas grounded in real actions

Build accurate profiles using real-time and historical behaviour to inform smarter sales, targeted marketing, and personalised support strategies across every customer interaction

Make personas meaningful

WorktualMap motivations, habits, and obstacles

WorktualAdd real excerpts from customer behaviour

WorktualKeep profiles fresh as data evolves

Customer engagement services

Spot high-value moments before they happen

Use predictive insights to identify customers most likely to convert, renew, or need support, so teams can act early and drive better outcomes.

Segment by real-time needs

WorktualIdentify buying intent through behavior patterns

WorktualCatch disengagement signals early

WorktualTailor outreach to where customers are in their journey

Psychographic market segmentation

Target precise groups with shared traits

Break away from generic groupings by building detailed segments using behavioural patterns, intent cues, and engagement history to tailor interactions and boost campaign performance.

Personalise every interaction

WorktualBlend filters like actions, interests, and profile data

WorktualRefine segments with AI-driven context

WorktualCustomise journeys for each micro-group

Customer lifetime value software

Reflect real-time changes in behavior and intent

Dynamically update audience groups as customer actions, preferences, and lifecycle stages change, ensuring every message stays timely, relevant, and on target.

Stay aligned with customer changes

WorktualUpdate segments with every new interaction

WorktualExclude disengaged or outdated profiles

WorktualAdjust campaigns and responses on the fly

client value management

Connect Worktual to tools you already use

Link your CRM, helpdesk, analytics, and marketing platforms to unify data and keep workflows seamless.

Customer engagement platforms
Turn insights into action

Anticipate needs, tailor experiences, and drive engagement

Worktual

Catch churn before it starts

Identify early signs of drop-off and intervene promptly to keep your top customers engaged.

Worktual

Recommend what customers want

Use behavioural cues and context to suggest products that match real interests and intent.

Worktual

Time campaigns to perfection

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

Worktual

Launch behaviour-based journeys

Trigger personalised flows from key actions like signups, cart exits, or content views.

Worktual

Boost targeting with AI insights

Blend live behaviour with past patterns to sharpen audience focus and lift campaign results.

Driving loyalty with data

What makes customer value tools essential

Discover how teams use CVM software to personalise engagement, reduce churn, and increase customer lifetime value

Our campaigns started performing better the moment we began targeting high-value segments. It's not about sending more messages, but sending the right ones at the right time.

Worktual

Samantha ReedHead of Retention Marketing

Seeing where each customer stands in their journey helps us be more proactive. We've managed to prevent drop-offs we wouldn't have noticed before

Worktual

Jason MillerCustomer Experience Lead

Understanding how different segments engage with features has been a game-changer. We're now prioritising what truly adds value.

Worktual

Emily ParkerProduct Manager

Global report: Managing customer value at scale

Go beyond short-term gains and discover how leading businesses grow loyalty, retention, and revenue with intelligent customer value strategies

customer segmentation toolss
Built for every industry

Works across every business type

Any business focused on growth through data-driven engagement and long-term customer value.
Customer Service for E-commerce
E-commerce

Tailor offers using purchase patterns, browsing activity, and live engagement signals to increase repeat sales.

Customer Service for Real estate
Real Estate

Group leads by intent and urgency to follow up faster and close deals more efficiently.

Customer Service for education
Education

Use learning stage data to nurture new leads and reconnect with inactive or at-risk students.

Customer Service for Legal
Legal

Track client progress, follow-up activity, and consultation history with smart engagement triggers.

 Customer Service for healthcare
Healthcare

Deliver proactive communication through appointment reminders, care timelines, and personalised health journeys.

Customer Service for fintech
Fintech

Spot high-value users early and prevent churn with behaviour-based messaging and predictive insights.

Frequently asked questions

What is Customer Value Management (CVM)?+
CVM is the practice of identifying, growing, and retaining high-value customers using data, insights, and targeted engagement.
How does CVM improve business performance?+
It helps you prioritise the right customers, personalise outreach, reduce churn, and boost lifetime value at scale.
Is CVM only for large businesses?+
Not at all. Any business that wants to grow smarter—regardless of size or industry—can benefit from CVM.
What kind of data is used in CVM?+
CVM uses behavioural, transactional, and engagement data to understand customer needs, intent, and long-term value.
How is CVM different from traditional segmentation?+
Unlike static segments, CVM uses real-time signals and predictive insights to create dynamic, evolving customer groups
What teams use CVM insights?+
Marketing, sales, support, and product teams all rely on CVM to align around customer priorities and actions.
How does Worktual support CVM?+
Worktual brings together data, AI agents, and automation to help you identify, engage, and retain your most valuable customers.