Organised in your CRM
Every conversation, organised. Automatically.
Leads, tickets and follow-ups land in your CRM with the details, the next step and an owner. Click any card to see what your team sees.
Example data. Names and details are illustrative.
- All conversations in one placeWhatsApp, Instagram, email, website chat and calls, on one board.
- Sorted for youIntent, details and a lead score added to every enquiry.
- Clear owner, clear next stepEvery card shows who has it and what happens next.
What's inside
Sorted, summarised and assigned.
WhatsApp, Instagram, email, website chat and calls in one place.
New, Qualified, Contacted, Proposal. Every lead in the right column.
Support issues get a priority and a reply-by time.
Read what happened in two lines, not twenty messages.
Everyone knows who has it and what happens next.
Keep the CRM you have, or start with the one built in.
Do I have to replace my current CRM?
No. Replyfinity can sync leads, tickets and bookings to the CRM you already use. If you don't have one, use the CRM that comes built in.
What's in each record?
The customer's details, the full conversation from any channel, an AI summary, the next step and the person on your team who owns it.
Does it handle support tickets as well as leads?
Yes. Leads move through a pipeline; support issues become tickets with a priority and a reply-by time, each with an owner.
Can my team see conversations from every channel in one place?
Yes. WhatsApp, Instagram, email, website chat and call transcripts all sit in one inbox and on each customer's record.
Book a demo
Stop losing customers to slow replies.
See Replyfinity answer your own customer questions in a 20-minute demo.
- 1We reply within one working day to agree a time that suits your time zone.
- 2A 20-minute call. Bring a few real customer questions and we'll show Replyfinity answering them.
- 3A clear monthly price for your channels and volume, if it's a fit.