Every customer, every conversation, one record
Everyone who messages becomes a contact, with their full history attached. Find anyone, remember everything, follow up without digging.
One contact.
The whole picture.
The real contact record — watch it tag a contact, open the timeline, and add a note, all on one screen.The actual contact card your team works in. Open it, scroll the history, see how a customer's whole relationship sits on one screen.
Contact
Capture. Remember. Act.
A contact record earns its keep three ways: it captures who you're talking to, it remembers every exchange, and it lets you act on what you know.
A contact for everyone you talk to.
When someone messages, a contact is there waiting, name, email, location, the page they came from, pulled from the conversation. Add people and organizations yourself too, by hand, import, or form. However they arrive, they land in the same place.
- ·From chat, email and forms
- ·People and organizations
- ·Add or import your own
The whole relationship, on one screen.
Every chat, email, ticket and note in one timeline, in order, searchable, never archived away. Custom fields and segments let you organise contacts the way your business actually thinks about them.
- ·Full conversation timeline
- ·Custom fields and segments
- ·Search across everything
Find anyone. Follow up. Never lose track.
Filter contacts into segments by anything you've captured. Message a contact straight from their record. Set a follow-up so the next step doesn't live in someone's head. Merge duplicates and export the whole list whenever you want, it's your data.
- ·Segments and filters
- ·Message and follow up in place
- ·Merge duplicates, export anytime
Nothing to set up. It's already there.
Your CRM ships with the chat widget. Install once, and contacts start the first time someone messages. (The only optional step is making it yours.)
Install tawk.to.
One snippet on your site, or a one-click installer. The CRM comes with it, there's no separate product to add, no import to run before you can start.
Talk to someone.
The first conversation creates the first contact, with everything the chat reveals attached. Add your existing people and organizations by import whenever you're ready.
Make it yours.
Custom fields, segments, the way you organise, shape the record to match how your team thinks about customers. Optional, and you can change it anytime.
The difference between a customer and a stranger is a good record
When the history's right there, every conversation picks up where the last one ended. The customer feels remembered, because they are. That's the whole point of keeping contacts in one place.
Every customer, remembered
Install once and the record starts building from your very first conversation. No data entry, no per-contact fees.