CRM - Leads, Contacts & Companies
A built-in CRM that captures leads from your conversations and keeps every contact and company organised.
1 min read
The CRM is where the people you talk to become records you can manage. Leads captured by your chatbot, forms and inbox flow straight in - no copy-paste, no spreadsheets.
The core records
- Leads - potential customers you're working to win.
- Contacts - individual people, with their details and full interaction history.
- Companies - the organisations contacts belong to, so you can see the whole account.
- Groups / segments - collections you can target and report on.
What it does
- Captures automatically - a chatbot conversation, form submission or inbound email creates or updates a record.
- Centralises history - every conversation, ticket and deal sits on the contact's timeline.
- Qualifies leads - track and prioritise who's worth your team's time.
- Feeds the pipeline - promote a lead into a deal when it's real.
Why it matters
When your CRM fills itself from real conversations, your data stays current and your team spends time selling instead of admin. Everyone sees the same, up-to-date view of each customer.
How to use it
- Open CRM to see your leads, contacts and companies.
- Open any record to view its timeline - conversations, emails, tickets and deals.
- Assign records to teammates and add notes.
- Move qualified leads into your pipeline.
Let automation do the busywork
Use workflows to assign new leads, add them to a segment, or trigger a follow-up the moment they're created.