CRM with Segmentation & Boards
Most "WhatsApp tools" treat contacts like a flat list. You need a real CRM — custom fields, multi-condition segments, kanban pipelines, full conversation history. Without one, every campaign turns into spray-and-pray and your conversion math doesn't work.
Built for the moments your customers actually need this
A real CRM living next to every chat — custom Super Fields, tag-based segments with conditions, kanban boards for lead stages, and unified contact history across every channel the customer has touched.
Lead pipeline as a kanban — drag to convert
Drag leads across "New → Qualified → Demo → Won". Trigger a WhatsApp template on every column move so your follow-ups never lag the deal.
Hyper-targeted campaigns with multi-condition filters
Filter "Bought in last 30 days AND lives in Mumbai AND opened last 3 broadcasts" — broadcast only to that slice and watch conversion lift.
See the full customer story before you reply
Every chat, every channel, every order, every form-fill — one timeline against the contact card. Agents never start a reply blind.
How it works
Four steps. No engineer required. Each one takes minutes, not hours.
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01
Define your data model
Add the Super Fields your business cares about — order count, plan tier, city, last-purchase date.
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02
Build segments
Filter contacts by Super Field + condition + value, save as a reusable segment.
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03
Build a kanban
Map columns to Super Field values; drag-and-drop moves the contact and triggers automations.
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04
Use everywhere
Segments power broadcasts, kanbans power sales, contact history powers smarter conversations.
Everything you need, grouped the way you'll use it
Not a feature list. A working surface — channels, workflow, integrations and the productivity layer that makes your team faster from day one.
Custom data model
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Text + email + URL + phone
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Numeric + amount + decimal
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Address fields
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Date + date+time + periodic
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Dropdown with options
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Required / display rules
Segments + boards
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Multi-condition filtersAND / OR, nested groups
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Saved segmentsReusable across campaigns
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Kanban pipelinesDrag to move stages
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Move triggersEach column move fires automations
Unified contact view
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Cross-channel timelineWhatsApp + IG + FB + RCS
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Order historyInline against the contact
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Form submissionsInline + searchable
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Tag + note historyAudit trail
Move data freely
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CSV importUp to 10M rows
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CSV exportWith Super Fields
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API accessRead + write
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ConnectorsSalesforce, Zoho, HubSpot
The questions buyers usually ask first
Hesitations cluster around a few honest questions. Tap one to see the straight answer.