CRM & Customers

Manage your customer base with complete profiles, custom fields, Kanban funnels, and automations — all integrated with support and the rest of the platform.

What it's for

• Sales teams tracking opportunities in visual funnels
• Agents who need full customer context during support
• Administrators importing databases, merging duplicates, and controlling access by team
• Operations segmenting customers by tags and source for campaigns and bulk messaging

What you can do

• Maintain a centralized registry with standard fields, custom fields, tags, and GPS addresses
• Detect and block duplicates by phone, email, or WhatsApp; merge records
• Import customers via CSV/Excel and export as CSV, Excel, or JSON
• View and move customers in Kanban funnels with multiple funnels and stages
• Trigger automations on stage change with the crm_stage_change flow
• Filter by "Mine only", hide closed, and search by name
• Restrict visibility by team and hide sensitive data (GDPR/LGPD)
• Generate advanced reports with custom groupings (5-step assistant)
• Update cascading select field options and run bulk deletion

How it connects

• Chat & Support — customer profile appears automatically in the side panel
• Automation & AI — agents and flows update CRM, funnel, and address
• UTM — campaign events recorded in funnel stages
• Medical module — patient shares the same customer record

Guides

• Customer management
• Sales funnels