Every detail on one page
Name, phone, e-mail, address, company, tax ID, customer code, birthday, gender and notes. Add your shop's own fields.
- Phone, e-mail and address from the chat filled in for you
- Possible duplicates with the same phone or e-mail, merged in one tap
Tags and contact groups
Tag contacts and chats. Save a set of filters as a contact group whose count keeps itself up to date.
Stages and salespeople
Set customer stages with your shop's names and colours, note why a customer did not buy, and assign the salesperson who looks after each one.
A timeline for each customer
See what happened with this customer in order: edits, tags, cases opened and closed, orders and payments.
Search and filter in detail
Search by name, filter by tag, channel, salesperson, gender, age, first or last chat, stage and amount, or open a ready-made view such as new contacts in 7 days.
Act on many at once
Select many contacts, then add or remove tags, set the salesperson or stage, or download just those contacts.
- Import contacts from a CSV file or your old system
- Download as CSV, including a LINE OA broadcast format