All your clients in one place, no duplicates, no lost data.
Every WhatsApp, Instagram or Facebook conversation creates or updates the client profile. No double entry, no repeated clients, never losing track of anyone.
Clients is the foundation of everything: the same person who messages you on WhatsApp, buys at your POS and requests a shipment is a single record, not three. The system detects and merges duplicates even when they arrive from different channels.
Each profile stores contact data, per-channel identities (WhatsApp number, Instagram handle), tags, custom fields and the full history: every message, every order and every internal team note.
And when you do not remember the exact name, semantic search finds the client by what you do remember — "the one who ordered red t-shirts last month" — without needing the exact field.
Every module capability grouped by area.
A single view of everything you know about the client.
The same client never ends up split in two.
Find by context, not just exact name.
Tags and fields for your kind of business.
Three real scenarios where this module makes a difference.
The client who writes on Instagram and then WhatsApp ends up as a single profile with their full history.
You import your client spreadsheet and the system detects and merges duplicates automatically.
You segment by tag those who have not bought in 3 months and message them from AI Chats & Calls.
Does it cost extra?
No. Clients is included in the base plan with no record limit.
How does it merge duplicates across channels?
It compares phone, email and per-channel identities. It suggests merges and you confirm; nothing is deleted without your approval.
Can I import my current database?
Yes, from CSV or Excel, with column mapping during onboarding.
All modules active from day one. AI working for you from the first moment.