One record for every customer

Every channel, conversation, lead, order and note for a customer lives on one profile, so your team never asks twice.

How a customer record comes together

Contacts is the record that the inbox, leads, segments and campaigns all read from.

01

Captured from anywhere

A message, a form, a Lead Ad, a storefront order or a CSV import creates or updates the contact.

02

Matched, not duplicated

The same person writing on WhatsApp and email is matched to one profile. Review likely matches before they merge.

03

Context in one place

Conversations, lead stage, orders, tags, custom fields and activity sit on the profile, newest first.

04

Ready to act on

Start a conversation, open a lead, add the contact to a group or a campaign straight from the record.

What a contact holds

One profile per person

Names, numbers, emails and channel identities on one record.

Full activity

Every message, order, lead change and note in one timeline.

Tags and custom fields

Add the fields your business needs, and tag contacts as you work.

Import with mapping

Bring a CSV or Excel file, map the columns, and add a field during the import when one is missing.

Search and filter

Find anyone by name, email or phone, and filter by status, tag, source or audience.

Export and delete

Export your contact data or delete a contact when they ask, from settings.

Know every customer before you reply

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