Every customer, every conversation across every channel, custom fields you define, segments that update themselves, and a full activity timeline. For most businesses it is the CRM.
The reason most CRMs are empty is that somebody has to fill them in. Here the conversation does it.
A contact exists now, sourced to Instagram, with no typing involved.
contact.createdHis number arrives, so the phone field fills and consent is captured.
fields setThe answer becomes a custom field, ready to segment on.
custom fieldOrder count and lifetime value update themselves on the record.
orders"Repeat buyers, opted in" recounts itself without anyone rebuilding it.
segmentThe next send reaches 1,204 people who all actually qualify.
journeyFor most businesses it is the CRM. It holds every customer, every conversation across every channel, custom fields you define, segments that update themselves and a full activity timeline.
No. Every person who messages you, comments on a post, fills a form or leaves a review becomes a contact automatically, with the source recorded at creation.
Yes. Import from a spreadsheet with the columns mapped for you, ten thousand rows at a time, and export what you own whenever you want.
Build a segment from any combination of fields, tags and behaviour, and it keeps itself current as that behaviour changes. You do not rebuild it before each campaign.
What they said, what they bought, what they clicked, what they left in a review, and what first brought them to you, in order and with the channel named.
Yes, as a field rather than a note, and it is checked in the data layer before any send. An opt-out on one channel suppresses the others.
