A customer service CRM with the conversation attached

See who you are helping before you reply. Customer profiles, labels and past conversations give your team a practical view of each relationship.

JW

Jamie Wilson

jamie@example.com
Customer

Send a follow-up

Customer needs help changing order #1048.

Assigned to AlexToday
Resolved
JWJamie Wilsonjamie@example.com
CustomerOnline
jamie@example.com
example.com
Conversations4
JWJamie Wilsonjamie@example.com
CustomerOnline
jamie@example.com
example.com
Conversations4
ActivityToday

Customer details beside the conversation

Open contact details and the conversation history from one customer profile.

Filter customer contacts

Use labels and segments to find the customers your team needs to reach.

Contacts
Condition
Customer
Search
ContactsActivity
Alex Morganalex@example.com
Today
Sam Riverasam@example.com
Today
Noah Chennoah@example.com
Last 7 days

Put it into practice

JWJamie Wilsonjamie@example.com

When a visitor shares an email address, Conecto can connect the conversation to a contact.

JW
Jamie Wilson
CustomerDelivery information
Saved

Use labels to group customers in ways your team understands.

Question received
Reply
Assigned to Alex

Move from a contact to their conversation timeline and back.

Why does support need its own CRM?

Support conversations lose their value the moment they are disconnected from the person who had them. A support CRM keeps every contact, conversation, event and attribute on one timeline, so whoever answers next already knows the story.

Conecto builds these profiles automatically: the moment a visitor shares an email they become a contact, linked to every past and future conversation. Labels and segments keep the base organized, and clear per-plan caps (from 100 contacts on Free to 7,000 on Max) mean you always know where you stand.

Recognize the customer behind the next message

A customer asks about an order today and returns with another question next week. Your team should not need to reconstruct the relationship from a name in a message. A customer service CRM puts saved contact details and previous conversations in reach, so the next agent can check what was discussed and make the reply relevant to the person asking.

Use contact management software to keep useful context consistent across the team. Choose labels that describe a real support need or customer group, and review them as your business changes. A label such as wholesale customer can help explain why a delivery question needs a different answer. Keep that support record separate from outbound sales planning: this page describes the customer CRM in Conecto Chat, while prospecting and pipeline work belong to Conecto Sales.

A customer service CRM with the conversation attached

See who you are helping before you reply.