What's in a record
Each customer has one record: identity, contact details, notes, and everything that happened — conversations, quotes, deals, invoices, payments. If two records turn out to be the same person, they can be merged.
Who can edit
Your team keeps records current as part of doing the work; AI employees update records from the conversations they handle. Every change is attributed and recorded.
Search
Find a customer by name, phone, or email from the customers page. The full history opens with the record.