One record per customer
WhatsApp, Instagram, Messenger and web chat identities on one contact, with fields, tags and history.
One customer.
One record.
Every person who writes to you becomes a contact, whatever the channel. Keep their details, their stage, what happened and who follows up in one place beside the conversation.
See plans and pricingIncluded in every plan
Stages in your words
Booked, Patient, Viewing or Client: the names your team uses, with the same meaning underneath.
Nothing waits without an owner
Leads carry an owner and a next action; tasks with due times keep the follow-up honest.
Segments for campaigns
Save any filter as a segment with a live count and send a campaign to it.
Owners and routing
Every lead has an owner, and conversations go to the right team.
Follow-ups that happen
Tasks with due times keep the next step from slipping.
01
A contact for every customer.
Search by name, phone or email; filter by stage, channel, source, tags and your own fields; save a filter as a segment for campaigns. The same person on WhatsApp and web chat is one record: matching phone numbers merge automatically and similar records are suggested for a person to merge.
- Custom fields (text, number, date, dropdown) and shared tags.
- Upload a CSV with column mapping, or download the current filter or segment.
- Worked with / Not yet / Everyone, and a channel bar that shows every channel a contact has used.
02
Stage names in your industry’s words.
The five stages keep fixed meanings, so automation, filters, segments and reports keep working; what people see are the names of your industry, editable per workspace.
- Clinics: New / Enquiry / Booked / Patient / Inactive.
- Real estate: New / Enquiry / Viewing / Client / Lost.
- Default: New / Lead / Qualified / Customer / Churned.
03
What happened, in order.
Visits, appointments, enquiries, repairs, purchases and orders are recorded as customer activities on the contact, with date of birth and gender where your systems provide them, so you can filter by age, gender and what they did, and start a journey from an activity.
04
Leads with an owner and a next action.
Every enquiry can become a lead with an owner, a stage, a value and a next action. Work from a board or a list, keep tasks with due times, and see your own day in My work. A stage follow-up rule can create the task for you.
05
Consent, on the record.
Marketing consent and opt-out status live on the contact. STOP and START replies update it, campaign audiences respect it, and the CSV upload records consent when you tick it.
From enquiry to client
See every lead’s next step.
Leads, stages, owners and tasks live beside the conversation, so the pipeline stays honest and nothing waits without an owner.
Start free trial Illustrative photo. Interface details use sample data.Questions, answered.
Is a lead becoming a client the same as a sale or payment?
No. It is a stage change on the record. Payment and invoicing happen in your own systems or through Stripe for your SM Gateway subscription.
Do we need an external CRM?
Not for customer messaging. Contacts, segments, leads and tasks are included in every plan; the public API and webhooks keep an external system in step if you have one.
What counts as “worked with”?
A person on your team replied, edited the contact, tagged them or created a lead or task. Automatic replies, AI replies and imports never count.
Product screens are from the SM Gateway application with sample data. Cards and photos are illustrative.