Contacts & CRM

What it does

• Unified client record across every channel (phone, email, web, WhatsApp, Apple)
• Contact merge with a durable audit trail
• Rich cross-channel timeline: messages, payments, reviews, surveys, calls, voicemail
• Dedicated per-client call history with inline recordings
• Audience segments with live preview and saved segments
• Client tags, auto/smart tagging, and clickable tags that filter the inbox
• Block / mark-as-spam controls
• CSV import and export of contacts
• Multi-entity bulk CSV/Excel import/export (clients, KB, rules, templates, more)
• Lead-source attribution with catalog, auto-capture and reporting
• Custom contact fields
• Assignable tasks tied to a contact or conversation (assignee, category, due date, complete/reopen)
• Sales pipeline / funnels (kanban stages)
• Smart import mapping — upload any contact CSV and its columns auto-match to the right fields, with a review step before import

Highlights

• Unified client with multi-identity (phone/email/web)
• Contact merge with a durable audit trail
• Rich timeline: messages, payments, reviews, surveys, calls, voicemail
• Segments, lead-source attribution, CSV import/export

Why it matters for your business

Every conversation, call, payment and review rolls up onto one contact record with a full timeline — plus custom fields for the details your business actually cares about, from vehicle to plan to birthday. It's the CRM that fills itself in from the conversations you're already having, so your list is finally organized without data entry.

Questions & answers

Does the CRM update itself?

Largely, yes — texts, calls, payments and reviews attach to the contact automatically, and tags and custom fields let you segment without manual data entry.