Add tags
Like VIP, interested in the offer, or past customer.
The right segment for the right message.
Tag customers manually or by automation, and filter by source, stage or last contact. Send the resulting segment straight to a WhatsApp campaign or follow-up sequence.
SEE IT IN ACTION
Segments and tags
Filter by source, stage or tag, and send the segment to a campaign in one click.
- Segments by tag and stage
- Sequences that stop when customers reply
- Delivery and read tracking
HOW IT WORKS
Three steps, and it’s running.
Filter the list
Combine conditions to reach the exact segment.
Launch the campaign
Send the segment to a campaign or sequence in one click.
WHY IT MATTERS
What you gain.
More relevance
Messages that fit each group get more replies.
Less noise
Don’t send everyone what only some care about.
Automatic tags
Automations apply the right tag the moment it happens.
One profile per customer
Details, tags, notes and every chat, call and booking in one timeline.
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.
Sync with your systems
Connect HubSpot, Zoho, Salesforce or Odoo to keep customers in sync.
