Never lose the context of a customer again.
One memory per customer. Every call, message, appointment and order on a single timeline — with the next sensible action already attached.
What actually changes
The customer explains their history for the third time.
Whoever answers already has it.
Follow-ups depend on someone remembering.
The next action is on the record.
When a staff member leaves, the relationships leave too.
The history stays with the business.
What it does today
- Full relationship timeline
- Calls, messages, bookings and orders in one place
- Pipeline and status
- Follow-ups and notes
- Suggested next action
Still in development
- Automatic segments from behaviour
- Churn-risk signals
Listed so you know what you are not buying yet.
- Called — asked about a refitToday
- WhatsApp — sent the quote3 days ago
- Booked and attendedLast month
- First enquiry from the websiteMarch
Next action — send the revised quote (due tomorrow)
A demo customer. Not a real person.
How it happens
- 1It fills itself
Every agent writes here — there is no separate data-entry job.
- 2One card per customer
Not one row per interaction scattered across tools.
- 3The next step is explicit
Who owes what, and by when.
- 4Nothing goes quiet by accident
Dormant relationships surface instead of disappearing.
Connects to
- Phone / Voice
- Website chat
- Messenger
- Telegram
- SMS
- Google Calendar
- Google Sheets
- Excel / CSV
Straight answers
Do we have to migrate off our CRM?
Not necessarily. Where an existing CRM is working, we integrate with it instead.
Who can see customer data?
Access is per tenant and per role. The public site never touches it.
It works better with the rest of the Core.
Each product is useful alone. They share one memory of your customers, which is where the value compounds.
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