Centralized Records

Store Every Customer Conversation in One Place

Don’t let important conversations slip through the cracks. Prokeep keeps every customer interaction in one searchable platform, giving you a full picture of your customer’s journey.

Centralized Records Hero

Stop Guessing, Start Knowing

When conversations happen off-platform or across multiple channels, details get lost and customer trust suffers. Prokeep creates a permanent, searchable archive of every customer interaction, ensuring accuracy and accountability at every step of the customer journey.

Icon_All Records at Your Fingertips

All Records at Your Fingertips

Access a complete record of all customer interactions in one centralized, searchable platform.
Icon_Support that sticks

Resolve Issues with Confidence

Clear, documented communication helps reduce liability, improves accuracy, and makes sure you’re always prepared when issues arise.
Icon_Get on the Same Page

Get on the Same Page

Keep your team fully informed about every customer interaction — improving collaboration and reducing mistakes.

Organized, informed, and in control — Let’s get started

78%
of companies use centralized data in their customer data strategy.
64%
of organizations report increased efficiency from centralized customer data.
57%
of businesses see growth opportunities with centralized customer information.

Build Trust Through Accountability and Accuracy

With Prokeep’s Conversation History, you’ll gain a clearer view of your customer interactions, helping you deliver better service and reduce order mistakes. Keeping everything in one place ensures accuracy, improves efficiency, and builds a stronger relationship with your customers. Here’s what you’ll get:

  • Complete Record of Every Customer Conversation
  • Quick Access to Searchable Communication Histories
  • Improved Accuracy and Reduced Liability
  • Better Collaboration Across Teams
  • A Reliable Paper Trail for Every Order
  • Unlimited History for In-Depth Insights
Distributor handing package

Centralized Records is connected for even more efficiency

Unlock faster communication, smoother workflows, and happier customers with these built-in connections:

Icons_Conversation History-34

Business Texting

Make it easy for customers to do business with you.
Click Here
Icons_Preferred routing-1

Preferred Routing

Customize workflows to make sure the right message gets to the preferred team member.
Click Here
Icons_order updates

Automated Order Updates

Keep customers in the loop on their orders without the added effort.
Click Here

Customer success

ccs-banner
Case Studies

Construction Supplier improves quality assurance with Prokeep.

"The history where everything's saved, that is huge, huge for the sales side from quality assurance of our customer service and then also just record keeping."

Read the Case Study
winsupply-ogp-twitter
Case Studies

Winsupply saves time with automated conversation history documentation

"the way to store information so I don't have to go back, it's less writing of notes I need to do because it's all in there when they send it to me in Prokeep."

Read the Case Study
rhi-logo-300-min (1)
Case Studies

RHI Supply improves data hygiene with centralized contact records

"Being able to use the functions and save names and numbers and contacts. It's basic to the point where it's so easy anyone can use it, but so advanced as well to the point that it makes a difference in your business." 

Read the Case Study
Latest Content

Centralized Data Resources

See how mobile communication is changing the game for distribution and what you can do today to start winning more business and streamlining operations. Check out more of Prokeep’s Conversation Hub features:

Unlock the potential of streamlined communication

Discover how Prokeep can transform your customer relationships and drive your business success. Get started with a free trial today and we’ll schedule your personalized training.