Contacts CRM
Unified Cross-Channel Profile Management
This feature provides Unified contact management with cross-channel profile matching, giving your team a single source of truth for all customer data and interactions across every channel.
360° Unified Profile View
Enables a complete, integrated view of every conversation a customer has across WhatsApp, Messenger, and Instagram, consolidating all interactions into one single, accessible location.
Comprehensive Interaction Timeline
Provides a Complete history by allowing users to view every message and every conversation in a singular, chronological timeline, ensuring no context is ever lost.
Intelligent Contact Segmentation
Facilitates Smart tagging to effectively organize and categorize contacts using custom descriptors (e.g., VIP, new customer, high-value) for targeted messaging and workflow routing.
Flexible Custom Data Storage
Utilize Custom fields to store any relevant information about your customers, such as personal preferences, birth dates, or custom data points critical for personalization and service.
System-Driven Status Tagging
Offers Automatic organization where the system intelligently tags contacts as new, active, or inactive based on their recent engagement, streamlining list maintenance and hygiene.
High-Speed Global Search
Allows teams to Find contacts fast with a powerful search capability designed to instantly locate any customer using various identifiers, minimizing lookup time.
Mass Action & Management
Execute Bulk actions to update, tag, or message multiple contacts simultaneously, enabling scalable list management and targeted broadcasts for large segments.
Data Migration and Backup
Supports seamless Import/export functionality, allowing you to easily bring in your existing customer lists or export contact data for external backup or analysis.
Compliance and Preference Center
Features robust Opt-out management to respect customer preferences and automatically manage unsubscribes, ensuring compliance with messaging regulations.
Automated Data Deduplication
Ensures data integrity by automatically merging duplicate contacts with its No duplicates feature, maintaining a clean and accurate customer database.
Multi-Channel Identity Resolution
Creates Rich profiles by consolidating the customer's phone, email, and various social media IDs, resolving their identity across multiple communication channels in one place.
Who can benefit?
This feature is essential for any team that relies on accurate, organized, and complete customer profiles to deliver personalized service and marketing.
Customer Service Agents & Support Teams
They achieve faster, more informed resolutions by having a 360° Unified Profile View and a comprehensive interaction timeline of every message across all channels. This eliminates the need to switch between different systems to find customer history.
Marketing & Sales Operations
They can perform precision targeting using intelligent contact segmentation and system-driven tagging. The ability to store detailed data via flexible custom data storage supports highly personalized campaigns.
Data Stewards & Compliance Officers
They ensure data quality and integrity through automated data duplication. Furthermore, they manage customer preferences and regulatory requirements efficiently with a compliance and preference center (Opt-out management).
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