Core product
Contacts, tags, notes, and tasks
Classify leads, keep useful internal context, import/export contacts, and make follow-ups visible to the team.
Contacts and segments
Every WhatsApp or website lead becomes a contact. Use lead category, source, tags, interests, consent, and saved segments to organize audiences without duplicating contacts.
Use exact, consistent tags such as course_interest, consultation, vip, or paid_customer. Do not store passwords, card details, or secrets in tags or notes.
CSV import and export
Use the Contacts Template button to download the accepted CSV layout: name, phone_number, lead_category, lead_source, tags, and marketing_opt_in. Phone numbers must use 8 to 15 international digits, for example 919876543210.
Import uses phone_number as the unique key, so a repeated number updates the matching contact instead of making a duplicate. Import up to 500 contacts at a time. Export downloads only the contacts currently matching the selected filters.
Notes and tasks
Use internal notes for facts the team needs. Create a follow-up task with a clear title and due date when a person must call, send information, or confirm an order.
Tasks are internal CRM work; creating one does not send the customer a WhatsApp message or email.