Follow the conversation.
Review messages, notes, commitments, and record changes in the timeline. Filter it to find the part you need.
Customer context
Your customer’s story. All in one place.
See their details, conversations, deals, and follow-ups together, so anyone on your team can pick up the next step.
THE CUSTOMER’S STORY
Where things stand.
Aarav Mehta · Mehta Stores
- ALREADY SHARED
A quote for starter kits for his new store.
- HIS LATEST QUESTION
“Can you include installation?”
- WHO’S TAKING IT FORWARD
Maya will confirm the installation scope and revise the quote.
The customer record
Get the full picture before you reply.
See the customer’s conversations, quotes, and follow-ups together, so you know what’s happened and what needs your attention.
Aarav Mehta
LeadMehta Stores · Purchasing manager
- Customer’s question
- Can you include installation?
- Next step
- Confirm installation scope
- Owner
- Maya Sharma
Illustrative customer record. Select a view to explore.
Review the offer.
Find linked deals and quotes in the Commercial view. Check the current offer before discussing the next one.
Keep track of promises.
Add a commitment with an owner, due time, and priority. Accept, snooze, complete, or reassign the work from the customer record.
Companies and people
Know the people behind the account.
See who handles purchasing, operations, and billing, with the company’s conversations and open work close by.
MEHTA STORESOne company.
One company.
Everyone involved.
- Purchasing
- Aarav Mehta
- Operations
- Neha Shah
- Billing
- Rohan Patel
Your relationship owner · Maya Sharma
Know who to involve.
Identify the decision-maker, champion, billing contact, and technical contact. Record each person’s role alongside the company’s work.
See the account’s work.
Review shared conversations, commitments, deals, and quotes from the company record.
Connect related companies.
Organise related businesses into company groups and review the group alongside its individual companies.
Lists, tags, and custom fields
Organise customers your way.
Keep the details that matter to your business. Make the right people easier to find.
Choose who’s on the list.
Create a manual list for trade-fair contacts, retail partners, or customers you want to follow up with.
Find people with rules.
Build smart lists using company, lifecycle, tags, source, or recent conversation activity.
Keep the details that matter.
Add custom fields for information your business needs. Use tags to label and find contacts quickly.
EXAMPLE SMART LISTRecently contacted partners
Tag: Retail partnerConversation: within 30 days
AI customer memory
Remember what matters to them.
Catch up on what the customer needs, what they prefer, and what’s still unanswered.
FROM THE CONVERSATION
“We need the starter kits. Can you include installation? We’d prefer delivery after the store closes.”
SUGGESTED CUSTOMER MEMORY
- Need
- Starter kits
- Preference
- Delivery after closing
- Open question
- Is installation included?
Illustrative example.
Let AI pull the details together.
When enabled, AI summarises useful details from the customer’s messages and records.
Check the original conversation.
Open the linked source to see exactly what the customer said.
Keep it up to date.
Edit the summary, reject an incorrect detail, or refresh it as things change.
Requires AI to be enabled. Updating customer memory does not change CRM details, consent, or ownership.
Imports and data quality
Bring your contacts with you.
Import your existing records, check the details, and choose what to add or update.
- 01Upload
Choose a CSV or XLSX file
- 02Match columns
Review suggested matches
- 03Review
Check before importing
- 04Results
See what was added or updated
Match columns with AI.
Let AI help match your file’s columns to contact fields. Review the suggestions and save the mapping for next time.
Choose what changes.
Add new contacts or update existing records. Review any issues and check the results.
Check for duplicates.
Review possible matches before deciding which records to merge.
Meeting customers in person? Scan their business cards ↗
Customer attention
Know who needs your attention.
See who’s waiting for a reply, which follow-ups are overdue, and where a conversation has gone quiet.
CUSTOMER STATUS
Aarav Mehta · Awaiting response
The quote has been sent. Aarav hasn’t replied yet.
SUGGESTED NEXT STEP
Follow up on the quote.
Check the offer before getting back in touch.
See who’s waiting.
Find unanswered messages, overdue follow-ups, and customers without someone responsible for the next step.
Know what to do next.
See the suggested action and why it’s shown. Open the task, deal, or quote to follow through.
Know who to reconnect with.
Spot relationships that have gone quiet. Review the last conversation before reaching out.
Illustrative example. Suggestions use recorded activity. Your team decides when to act.
FAQ
A few useful answers.
The record brings together the contact’s details, linked company, conversations, notes, commitments, deals, and quotes. Overview, Timeline, Commercial, and Details give you different ways to review the relationship.
Yes. Link contacts to a company and record stakeholder roles. The company view brings its people, shared conversations, commitments, deals, and quotes together. Company groups connect related businesses.
Import CSV or XLSX files, map columns to contact and custom fields, and review the rows before importing. Choose how to add or update records, save mapping presets, and revisit import results.
You choose the members of a manual list. Smart lists use rules, such as lifecycle, company, tags, source, or recent conversation activity, to find matching contacts.
Use custom fields for the details your team needs, tags for quick labels, and lists for groups of contacts. Keep these alongside the contact’s owner, lifecycle, and company.
When enabled, AI can build customer memory from available CRM evidence, with references for its summary and facts. Review goals, preferences, objections, commitments, open questions, and risks. You can edit the summary and reject facts; the memory does not independently change the underlying customer records.
Yes. Review possible duplicates and choose how to resolve them. Merging is a deliberate action, so you can check the identities and details before combining records.
No. A CRM association does not by itself expose private message content or attachments to teammates. Sharing selected content is a separate, reviewed action.
No. WhatsApp and email marketing permissions are recorded separately. Check the relevant channel’s consent and eligibility before sending.
Try Customer Context
Bring your team
up to speed.
Keep customer details, conversations, and follow-ups together, so the next teammate knows where to start.
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