The profile builds itself
From a form, a chat, a call or an import.
Everything you know about a customer, on one page.
A Helpy customer profile brings together details, tags, team notes and every chat, call and booking in one timeline. Anyone who opens it knows the whole story before replying.
SEE IT IN ACTION
One profile per customer
Details, tags, notes and every chat, call and booking in one timeline.
- Stages you move with a tap
- Chats and calls in one profile
- Tags and lists for campaigns
HOW IT WORKS
Three steps, and it’s running.
Context accumulates
Every new touchpoint joins the timeline with no manual work.
The team follows up
Notes, tasks and a clear stage for every customer.
WHY IT MATTERS
What you gain.
No repeated questions
Customers never re-explain themselves to each teammate.
A team in sync
Everyone sees the same picture.
Channels in one file
WhatsApp, Instagram, phone and email together.
Sales pipeline board
Drag customers between stages and see each stage’s value, with stages you tailor to your business.
Tasks and follow-ups
A task with a due date and owner per customer, with reminders so no one is forgotten.
Import and clean up
Import from Excel, find and merge duplicates, and save the views you use every day.
Segments and tags
Filter by source, stage or tag, and send the segment to a campaign in one click.
Sync with your systems
Connect HubSpot, Zoho, Salesforce or Odoo to keep customers in sync.
