Organise
Contacts & CRM
One clean record per customer
Tags, custom fields, notes and CSV import with automatic phone-number deduplication — so every customer is one record, not five.
- Tags, custom fields & notes
- CSV import with a pre-import preview
- Automatic phone-number deduplication
- Duplicate detection as you type
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A screenshot of the running product. The names and numbers are invented; the software is not.
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No more duplicate customers
One deduplication rule covers every way a contact with a phone number can arrive — an inbound WhatsApp message, the manual form, a CSV import, the public booking page, an AI tool. Numbers are normalised and matched per account, so importing a spreadsheet, adding a contact by hand and receiving a message can't fragment one person into three records. An exact match is blocked outright with a link to the existing record; a near match is raised as a warning rather than a wall.
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Model your business, not a generic address book
Add the custom fields that matter to you, tag contacts for fast segmentation, and keep internal notes on every record. Tag filtering runs server-side, so a tag covering thousands of contacts stays fast and can't quietly truncate.
- Custom fields tailored to your workflow
- Fast, server-side tag filtering
- Notes, deals and custom values on every contact page
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Then turn a filter into a list
Tags label one contact at a time. When you need everyone who matches a question — messaged in the last 30 days, open deal over a threshold, never replied to your last campaign — that's a segment, and it gets its own page.
Explore more
Works well with
Segments
Save the list, not just the label
Saved contact lists built from a filter across everything the CRM knows — fields, tags, activity, deals and past campaign engagement.
Learn moreShared team inbox
Realtime, collaborative, presence-aware
A collaborative inbox with live updates, teammate presence, per-conversation assignment and unread tracking — no message slips through.
Learn moreDeal pipelines
Kanban sales tracking that speaks your language
Track opportunities on visual Kanban pipelines with custom stages, values, assignees and your own currency.
Learn moreWho uses this, and what for
The industries whose module leans on this capability, and the scenarios it shows up in.
Ready to answer every customer in one place?
Bring WhatsApp, Messenger and Instagram together with AI that actually helps. Talk to us and we'll get you set up.
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