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Keep your customer details together.

Manage contacts, notes and WhatsApp conversations. A WhatsApp AI bot is in development; the current bot uses reply rules.

AI powered features In development
Example
Search contacts
A
Aina RahmanKopi Studio
Customer
S
Sam LeeLittle Press
Lead
AINA · NOTES

Interested in the next ceramics collection. Prefers a message before we call.

RetailKuala Lumpur
01

Keep the useful details.

Add a name, email, phone and company. Use notes for context, tags for groups and a status to distinguish leads, customers and archived contacts.

  • Search by contact details and filter by status.
  • Record where a contact came from.
Example
Search contacts
A
Aina RahmanKopi Studio
Customer
S
Sam LeeLittle Press
Lead
AINA · NOTES

Interested in the next ceramics collection. Prefers a message before we call.

RetailKuala Lumpur
02

Review a list before it goes in.

Upload a CSV or paste its contents. Check the preview before importing. Existing contacts are never replaced by an import.

  • Import up to 200 contacts in one batch.
  • Export the current page of contacts as a CSV.
Example

contacts.csv

NAMEEMAIL
Ainaaina@example.com
Samsam@example.com

2 contacts ready to review

Import contacts
03

Keep a person in the conversation.

Open the WhatsApp inbox from your workspace to read messages and reply. Pause the bot when a conversation needs your attention.

  • Manage contact records and messaging in separate, clear views.
  • Use reply rules for questions that have a predictable answer.
Example
Conversation
Can I collect my order on Saturday?
Yes. We are open from 10am to 5pm.
Bot paused
Write a reply…
In development

AI powered features.

WhatsApp AI bot

Draft replies using your business information. Let your team review the conversation and take over when needed.

Explore CRM

These features are planned. AI access and pricing will be confirmed before launch.

Good to know.

Workspace access
Owners, admins and editors can change contacts. Viewers can browse them.
Contact imports
An existing email address or phone number stops an import so you can review duplicates.
WhatsApp beta
Messaging requires a configured WhatsApp bridge and an active session. It is currently a beta feature.

Open CRM.