Store contacts with super fields, segment and tag them, run campaigns, and handle every chat from a shared team inbox with departments and boards.
The CRM is where every contact, conversation, and customer detail lives. It stores people with custom fields y
Super Fields are the custom fields you add to contacts, so the CRM holds exactly the data your business needs,
A contact is one person in your CRM. Each carries their WhatsApp profile name and number plus any super fields
You can bulk-load contacts from a spreadsheet. Save it as CSV, then map your columns to CRM fields during impo
You can export contacts to a file, picking exactly which fields to include. Useful for backups, reporting, or
A segment is a saved filter. Define it once on your super fields, and you can target it with campaigns again a
Tags are quick labels you stick on contacts, like VIP, interested, or follow-up. They are a fast, flexible way
A campaign sends a message to a group of contacts. From the CRM you can run several campaign types and target
The inbox is where your team answers customers. Every WhatsApp, Facebook, and Instagram conversation lands her
Team members are the people in your account who handle chats and manage the platform. The Complete plan includ
Departments group your team by function, for example sales, support, and billing. Routing a chat to a departme
Boards give you a visual pipeline. Move contacts or deals through stages, like a simple kanban, so you can see
Canned replies are saved message templates for the inbox. When the same questions come up, your team inserts a
CRM triggers connect your data to your automations. When something changes, a new contact, a field update, a s