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.
How it works
Contacts from conversations
Connect each contact to their conversation history.
Contacts · 24
SavedShared customer labels
Update labels across your contacts in one place.
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.
Put it into practice
Turn conversations into customer profiles
When a visitor shares an email address, Conecto can connect the conversation to a contact.
Organize contacts around your business
Use labels to group customers in ways your team understands.
Keep customer history beside the inbox
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.
Frequently asked questions
See who you are helping before you reply.
Frequently asked questions
How are contacts added to the CRM?
Conecto can create a linked contact when a visitor provides an email in chat. The customer profile then keeps their conversations and saved details together.
Is this the same as the Sales pipeline?
Is the CRM included with Conecto?
Does the CRM update automatically?
Can I segment customers in the CRM?
Which plan do I need?