Customer CRM with Notes and Follow-ups

One record for every person you talk to

The same customer may write on WhatsApp today and on Instagram next week. KonekSip links the channels to one customer record, so notes, tags and follow-ups stay together, whichever channel they use.

What a customer record holds

• Contact details. Name, phone number, email, company and an owner from your team.
• Tags and status. Group customers the way you work, for example by interest, city or stage.
• Notes. Write down what you agreed, so the next person on the team knows.
• Custom fields. Any extra column you import, such as an order number or a plan, becomes a field you can read, filter and use in messages.
• Activity history. Conversations, notes, tasks and changes are listed in time order.

Follow-ups that do not get forgotten

Add a follow-up task to a customer with a due date and assign it. The person it is assigned to gets an email reminder, and the Follow-ups page lists what is due so nothing slips.

Segments, import and clean-up

• Import from a file. Bring your customers from an xlsx or csv file. Every extra column becomes a custom field.
• Segments. Filter your customers by tag, field or search to get a list for a campaign or a follow-up round.
• Merge duplicates. KonekSip shows customers with the same email, number or name. Keep one, and the numbers, notes, tasks, tags and history of the others move into it.
• Export. Download your customers as a spreadsheet at any time.

Respecting opt-outs

When a customer replies STOP, UNSUBSCRIBE or BERHENTI on WhatsApp, they are marked as opted out and left out of every campaign from then on.

Read about WhatsApp campaigns

Read about the shared inbox