Contacts and CRM

Everyone who messages you on WhatsApp, Instagram or Messenger is saved as a contact. The list lives in Contacts.

Demo organization: Casa Nativa. Interface shown in Spanish.

Search and filterCopy link

1. Open Contacts.
2. Use the search box to find someone by name, phone, email or company.
3. Filter filters by channel, tag, or whether a contact has a phone or an email. Each filter shows as a chip you remove with its ×.
4. Clear removes the search and every filter.

Everything applies at once. The list is in alphabetical order by name; each column's name opens a menu to sort, filter or hide it. Configure, at the top right, chooses which columns you see and their order. Ricky remembers how you left the list for next time.

You can also create contacts by hand with New contact.

Open a contact's recordCopy link

Select a row and the side panel shows the contact's details, conversations and notes. From here you change their details and who handles their conversation. Open conversation takes you to their latest conversation.

In the list, hover over a phone or an email to copy it. The photo is the contact's Instagram picture; without one, Ricky shows an avatar.

TagsCopy link

Tags group contacts by your own criteria, for example Wholesale or Mexico City. Create and manage tags from the same contacts list.

Custom fieldsCopy link

1. In Contacts, open Configure and choose Create field. You can also create one from a contact's record with Create field.
2. Create the fields your business needs, for example Size or Delivery date. Each field is also a column.
3. Fill them in on each contact's record.

Configure lists all your fields: the pencil renames a field and changes its options (the type can't change), and the trash can deletes it with its values. Removing an option also removes it from the contacts that had it.

NotesCopy link

Notes keep context about the customer: what they asked for, what you promised, what happened. Each new note is added to the previous ones; nothing is overwritten.

OwnersCopy link

The owner belongs to each conversation, not to the contact. A customer has one conversation per channel and comes back to the same one when they write again. In the profile you change the owner of their current or latest conversation.