Contacts & CRM

Every person who messages or calls becomes a contact. The built-in CRM turns those contacts into a pipeline you can actually work.

Contacts & groups

Import contacts by CSV or add them as conversations come in. Organise them into groups for targeting campaigns and broadcasts. Each contact keeps its full history across every channel.

The CRM pipeline

  • Move leads across stages on a Kanban board.
  • Add notes, tasks and reminders — assignees get notified when something's due.
  • Capture leads automatically from chats, forms, calls and payments.

Automate it

Post-call and post-chat actions can create or update a CRM lead automatically. Connect a payment trigger to move a deal to “Paid” the moment money arrives.

✅ Filter and search across contacts, and export any view when you need it elsewhere.

Frequently asked questions

Does Convo360 include a CRM?
Yes. Every person who messages or calls becomes a contact, and the built-in CRM tracks them through pipeline stages with tasks, reminders and notes.
How are leads captured?
Automatically from chats, forms, calls and payments — and you can import contacts by CSV. Post-conversation actions can create or update a CRM lead.
Can I get reminded to follow up?
Yes. Add tasks and reminders on a lead; the assignee is notified when something is due.