Contact Management

Streamline Customer Interactions and Boost Efficiency

Increase Conversion Rates Based on Customer Characteristics

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Seamless Organization

Effortlessly manage and categorize customer data.

Centralized View

Access complete contact history for personalized interactions.

Streamlined Workflow

Easily update, filter, and assign contacts for better management.

All-in-One Contact Screen

  • Comprehensive View: Instantly access contact details, notes, tasks, and appointments on a single, intuitive interface.
  • Boost Efficiency: Eliminate the hassle of switching between multiple screens—everything you need is organized in one centralized hub.
  • Stay Organized: Manage your to-do lists, track client interactions, and review past communications effortlessly.
  • Enhanced Productivity: Streamline your workflow by having all crucial information at your fingertips, improving response times and client satisfaction.
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Easy Contact Filtering

  • Quick Sorting: Instantly filter contacts by custom categories like location, industry, or relationship status.
  • Customizable Fields: Add personalized fields to tailor your contact list to your unique business needs.
  • Enhanced Search: Find the right contacts in seconds by applying multiple filters at once—no more endless scrolling.
  • Smart Organization: Group contacts based on interactions, tags, or specific data points to streamline follow-ups and improve productivity.
  • Save Filter Settings: Save frequently used filters for quick access to important contacts, boosting efficiency for future searches.
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Group Actions

  • Save time by applying bulk operations like tagging, updating, or deleting multiple contacts at once, all within your filtered lists.
  • Quickly reach out to customers with personalized messages and update their details to keep your database accurate and up to date.
  • Simplify task delegation by assigning responsibilities to team members effortlessly, ensuring efficient collaboration and productivity.
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Data Importing and Exporting

  • Easily detect duplicate entries in your database and merge or update them to maintain accurate and organized records.
  • Seamlessly upload data from spreadsheets to centralize customer and lead information, ensuring easy access and efficient management.
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Fast Contact with Leads

  • Engage customers at the right moment to boost conversions.
  • Use automated WhatsApp messages to build trust and engagement.
  • Simplify navigation to relevant resources or services.
  • Accelerate sales with a streamlined, customer-focused approach.
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Personalized Touchpoints

  • Strategically engage at every stage to meet needs and strengthen relationships.
  • Access a full view of interactions to tailor your approach effectively.
  • Deliver tailored interactions to boost satisfaction and loyalty.
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Discover more about AiInbox

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