Customers & Leads
Keep every customer and lead in one place.
- Leads and customers
- Groups and tags
- Customer history
- Matched by phone, then email
- Consent per channel
- Test in Preview before going live
Submission journey
From submission to follow-up
Step 1: Form submitted
The answers are recorded with the consent the visitor gave for each channel.
Step 2: Contact matched or created
Checked against Customers by phone, then email, before any contact is created.
Step 3: Stage and tags applied
The contact moves to the pipeline stage you chose, and the form's tags are added.
Step 4: Workflow picks it up
A new contact starts any workflow listening for new contacts from forms.
Form builder
Build the form your funnel needs
Start from a lead capture, contact, newsletter, quote, registration or custom form, then add fields, pick a layout and decide what visitors see after they submit.
- Name, Email and Phone fields that map to the contact
- Text, Textarea, Number, Dropdown and Checkbox for your own questions
- A Consent Checkbox for each channel: Email, WhatsApp or SMS
- Required or optional, field by field
- Your own success message after they submit
CRM sync
Resolve every submission to one contact
A submission is checked against Customers before anything is created, so a returning customer is linked to their existing record instead of becoming a second one.
- Matched by phone first, then email; a contact is created only when neither matches
- Optionally moves a new lead into the pipeline stage you choose
- A contact already in your pipeline keeps their stage
- Tags from Customers are applied to the contact
- At your plan's contact limit, the submission is still kept and you are notified
Consent and opt-in
Only the channels each person agreed to
Consent is collected per channel, and each submission records exactly what was ticked, so your follow-up starts from what the visitor actually agreed to.
- Each Consent Checkbox opts in to one channel; nobody is subscribed to a channel they did not tick
- Email consent counts only for the address it was given with
- Every submission keeps the answers exactly as they were sent
Workflow follow-up
Hand each new lead to a workflow
A workflow that starts on new contacts from forms picks up each new lead. The form has already resolved the contact, so the workflow starts on a known person.
- Start a workflow on new contacts, filtered to the Form source
- Send a WhatsApp welcome, add a tag or notify your team
- Returning customers are matched, so they don't start it twice
Connected modules
Works better together
Marketing Campaigns
Send and track campaigns on WhatsApp, Email and SMS.
- Pick your audience
- WhatsApp, Email and SMS
- See the results
WhatsApp & Automation
Send automatic WhatsApp replies and follow-ups.
- Automatic replies
- Follow-ups on a schedule
- Triggers and actions
Ready to start?
Turn every chat into a sale
Bring your chats, campaigns, automation, products and sales together in one place
Why choose us
Built for businesses that want to grow
Stop juggling apps, spreadsheets and reminders. Use one workspace that turns chats into customers, so you can grow faster with less work.
Talk to Customers
Answer WhatsApp, SMS and Messenger chats from one place
Automate the Busy Work
Set up automatic follow-ups and messages, no coding needed
Customers & Leads
Keep leads, customers, groups and history in one place
Clear Reports
See your chats, campaigns and sales as they happen
Made for Real Shops
Sell products, services or digital goods
Safe and Private
Your data stays in your workspace, and you decide who sees what