The Custom Field Library
Don't force your business to fit a generic CRM. Build your own contact profile structure that matches exactly what you need to know about your customers.
- Build Your Structure: Create specific variables like "Membership Expiry", "Car Model", or "Preferred Doctor".
- Smart Global Sync: Have years of messy WhatsApp history? One click safely cleans and normalizes old chaotic data into your structured Field Library, without losing a single historical note.
- Rich Profile Drawer: Every form submitted, appointment booked, order placed, and inbox chat seamlessly enriches the same unified profile. Pull up this 360-degree view instantly while chatting.
Source-Aware Tag Intelligence
Not just tags — a complete contact source intelligence system. Understand instantly whether a contact came from the Inbox, filled a Form, bought from the Shop, Booked a slot, or was Imported via CSV.
- Auto-Categorization: The system automatically segments your audience into dedicated tabs based on their origin story, keeping lists highly organized.
- Master Tag Library: View tag usage counts globally. Clean up orphan tags and execute bulk retagging with ease to keep your database pristine.
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Smart CSV Import & Merge: Import existing lists without losing control. The system auto-detects new custom fields, merges duplicates, and auto-generates batch tags (e.g.,
IMP_20260325) for instant remarketing.
The Segmentation Engine
Find exactly who to target next. Turn raw contact lists into highly specific, campaign-ready audiences in seconds.
- Deep Attribute Filters: Slice your data by "Has specific variable", target particular Date Fields (like upcoming birthdays), or filter by recent engagement levels.
- 24-Hour Active Window: Identify hot leads who have interacted with your business in the last 24 hours. Prioritize your team's follow-ups on prospects who are currently engaged to maximize conversions and avoid cold-spamming.
- Lightning Live Search: Instantly scan thousands of records by name, phone, or specific notes with real-time keystroke filtering.
