Customers & leads
Keep a central directory of contacts and distinguish leads from customers.
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CRM
CRMCUSTOMER RELATIONSHIP MANAGEMENT
Every customer has a story. Keep it together.
Bring customers and leads from your supported stores and conversations into one customer view. Keep identities, purchase context, notes, and follow-up information close at hand.
Free account. No credit card to sign up.
A closer look at CRM
ORDER CENTRACRM
01
A customer arrives from a channel
02
Build the wider customer view
03
Follow up with context
Illustrative workflow · configured by your team
A good fit forMultichannel businessesCustomer-facing teamsSales & retention teams
SEE THE WORK, STEP BY STEP
Less imagining. More understanding.
Explore a typical workflow and see where this app fits into your day.
HOW THE WORK CONNECTS01 / 03
ORDER CENTRACRM
01
A customer arrives from a channel
A supported store, chat, or invoice workflow contributes customer information to your workspace.
02
Build the wider customer view
03
Follow up with context
Illustrative workflow · configured by your team
WHAT YOU CAN DO
The functions behind CRM.
Know what is available before you create your account.
Cross-channel identities
Review linked contact methods and social identities in one profile.
Purchase & activity context
Review supported order history, coupon usage, and loyalty records.
Notes & files
Keep useful customer notes and supporting files alongside the profile.
Custom fields
Capture the additional details your business needs to understand a contact.
Import & record management
Bring existing contacts into CRM and manage their customer information.
Access and usage limits depend on your plan and connected services. Compare plans
PART OF YOUR BIGGER PICTURE
Useful on its own. Better together.
Start with the app you need. Add the next part of your business when you are ready.
CRM
WhatsApp Bot
Follow up through supported WhatsApp conversations.
Explore app
Email Marketing
Plan audience communication using organized customer information.
Explore app
Web & Ecommerce
Connect customer context with store activity.
Explore appConnections depend on the apps you enable, your settings, and supported workflows. See the whole business flow
A CLEAR FIRST STEP
From your account to your first useful result.
- 01
Bring in your contacts
Import existing records or connect supported customer sources.
- 02
Review the customer view
Check identities, profile details, and source records.
- 03
Add useful context
Capture notes and custom fields that help your team follow up.
What to have ready
Customer matching depends on the identifiers and source data available. Review linked records and communication preferences before outreach.
Is CRM another sales channel?
CRM is the customer view behind your channels. It organizes customer and lead information so your team can understand who they are working with.
Can I import my customer list?
Use the CRM import workspace, map the available fields, and review the resulting records. Keep contact permissions and source quality in mind.
How does getting started free work?
Create a free account without a credit card and verify your email. If you choose a trial, activate it from the dashboard or plan page after WhatsApp phone verification. The activation screen shows the current trial duration and included apps. App features, usage, and connected service charges depend on your plan and setup.
Do I need to set up every app at once?
No. Start with CRM, then add other apps when they are useful for your business. This page’s signup link keeps your app choice through registration. Access depends on your plan and account permissions.
CRM
Start with what you need.
Create your free account. Explore your app, review your plan, and take the first step for your business.
Get started freeSee plans & trial detailsNo credit card to sign up.