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Help Center home
Getting started
Chat tabs
Contacts and CRM
  • Customer profile and sales CRM
  • Notes and activity log
  • Organise contacts with tags
  • Block numbers with the blacklist
  • Import and export contacts
  • Group contacts by company
Pipeline and follow-ups
Messaging tools
AI and translation
Integrations
Team and reports
Account and billing
Privacy
Help Center / Contacts and CRM

Contacts and CRM

Profiles, notes, tags, companies, the blacklist and CSV import or export.

  • Customer profile and sales CRM

    Details, stage and deal value for every chat.

  • Notes and activity log

    Timestamped notes tied to each contact.

  • Organise contacts with tags

    Categories, tags and usage counts.

  • Block numbers with the blacklist

    Keep chosen numbers out of broadcasts and auto replies.

  • Import and export contacts

    Move leads in and out with CSV or Excel files.

  • Group contacts by company

    See contacts and deals under each business.

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