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Features

Contacts

Who your customer is, sitting beside what they just said.

The contact list: people, their conversations, tags and stage.

Tags you name yourself

Lead, subscriber, customer

What you get

What contacts does today.

9 live today

  • Your whole contact list, with a full record behind each one
  • Import contacts from a spreadsheet, and undo it
  • Add your own fields to every contact
  • Tag contacts and conversations
  • Track where each customer is, from lead to customer
  • Groups built from rules, that keep themselves up to date
  • Use a group as a campaign audience or an inbox filter
  • Every activity, note and message on one timeline
  • One customer record, however they get in touch

Contacts

What you know, beside the chat

Notes, tags and Shopify orders sit next to the conversation, so nobody asks the customer twice.

The details panel beside a chat, with contact notes, tags and Shopify orders.

Questions

Can I add my own fields?

Yes. You name them, and they appear on every contact.

How do I bring contacts in?

From a spreadsheet. You get an import history, and you can undo one that goes wrong.

Can I build a group that updates itself?

Yes. Set the rules once, and people join or leave as their details change.

Try it with your own conversations

Bring your contacts in.