A message arrives and no one knows if it is a new customer, if it has already purchased or who served it the last time.
Module ·Contacts and companies
Each client's file, assembled without anyone capturing it.
The phone is the identity, not the email. Each person who writes has a profile, history, person in charge and tags from the first message.
Mariana Ruiz+52 55 1042 8871 · WhatsApp
Grupo AuroraGrupo AuroraCustomer since 2024
Laura · 10:38Prefers afternoon appointments.
ActivityContact updated by the agent
Three things that are made by hand today.
When that person goes on vacation or resigns, their wallet goes with them.
Recorded in Excel, in the reception book and on a salesperson's phone. None match.
What you are seeing.
Mariana Ruiz+52 55 1042 8871 · WhatsApp
Grupo AuroraGrupo AuroraCustomer since 2024
Laura · 10:38Prefers afternoon appointments.
ActivityContact updated by the agent
- 01Assigned owner
Every contact has a human owner. The agent assigns it according to the rule you define.
- 02Typed labels
Service, origin, state: colors by family and without invented free text.
- 03Notes with author
Who wrote what and when, be they people or agents.
- 04Optional companies
In B2B the contact hangs from a company; In B2C the company simply does not exist.
How the agent uses it. How your team uses it.
It's the same screen and the same record. It changes who acts.
Hello, I'm Mariana, I come from the Instagram campaign.
DecideFind the phone in the directory; It doesn't exist, so create the profile.
RunCreate the contact with channel, origin campaign, label and an assigned owner.
Diego, sales
Open the profile, view the previous three conversations and the open opportunity, and add a note with what was agreed upon over the phone.
Everything is left in the log with name and time, just as if an agent did it.
The operations where this module makes the difference.
Home services
Workshops, cleaning, plumbing, removals
Quote with photos via WhatsApp and schedule visits by area, by hand.
View operation →Sales teams
B2B, real estate, automotive, insurance
The campaign leads reach a number that is reviewed by whoever can.
View operation →No one ever asks “who is this number?”
We bring your history and show you what the file looks like for the clients who have already written to you.
See all five modules