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CRM Suite

The customer memory behind the chatbot — every conversation, interest and agreement stored the moment it happens, so no lead starts from zero twice.

Category
AI Agents, Chatbots & CRM
Client
Year
2026
Status
Shipped
Next.jsPipelineFollow-ups
CRM Suite

The problem

Every conversation a chatbot or a rep has with a customer is worth something — what they asked about, what they agreed to, what they actually care about. Without somewhere for that to live, it gets forgotten the moment the chat ends, and the next person to talk to that customer starts from zero.

The result

Nothing about a customer lives in one person's head or phone anymore — it's in the system, the moment it happens.

What we built

  • Every conversation from the chatbot agent lands here automatically — no manual data entry
  • Tracks what each customer engages with across channels and scores their interest by category, so you know who's actually close to buying
  • Keeps a running record of what was agreed with each customer — price, package, promises made — so the next conversation picks up where the last one left off
  • One shared customer record across sales and support, instead of separate notes per person

Highlights

Inside the system

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