CRM

A WhatsApp CRM built on your conversations.

A WhatsApp CRM stores each customer’s record together with their conversations. Slovio CRM keeps contacts, companies, deals, tasks and tickets in one workspace and adds every chat and AI call to the contact’s timeline, so sales and support see the same history and campaigns reach the right segments.

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Timeline

Live

TicketDelivery question · RESOLVED
Closed in Team Inbox
TaskFollow-up call done
Assigned to Maya R.
EmailSent “Your quote”
Workflow · quote ready
DealMoved to Proposal
Bulk order · ₹4.2 lakh
AI callOutbound call · 4m 08s
Summary: wants a quote by Friday; decision-maker on the call.

Companies & deals

Deals and pipelines, stage by stage.

Track opportunities by stage, linked to the company and the people you talk to. Conversations move each deal forward.

Lead

Annual plan
Nilgiri Foods₹2.8 lakh

Qualified

Proposal

Renewal
Sahyadri Auto Parts₹1.6 lakh

Won

Bulk order
Shree Ganesh Traders₹4.2 lakh
Pilot
Kaveri Home Decor₹90,000
Expansion
Malabar Spice Co.₹3.5 lakh

Tasks & tickets

Tasks and tickets from any channel.

Tasks for the follow-ups and tickets for the problems. Both live on the contact, and both have an owner.

Tasks

Tickets

#1042Duplicate chargeRESOLVED
#1057Delivery window changePENDING
#1063Invoice addressRESOLVED

Tickets opened in Team Inbox appear here and on the contact.

Segments & custom attributes

Segments and custom fields for campaigns.

Add the attributes you need, combine them with tags and activity into segments, and send a campaign to a segment in one click.

Explore WhatsApp campaigns

Frequently asked questions

What is a WhatsApp CRM?

A WhatsApp CRM stores each customer’s contact record together with their WhatsApp conversations. Slovio CRM keeps contacts, companies, deals, tasks and tickets in one workspace and adds every chat and AI call to the contact’s timeline, so sales and support see the same history before they reply and campaigns can target the right segments.

How is a conversational CRM different from a regular CRM?

A regular CRM holds records that people update by hand, while a conversational CRM fills the record from the conversations themselves. In Slovio CRM, chats on WhatsApp, Instagram and RCS and AI calls with their summaries land on the contact’s timeline automatically, so nobody has to log a call or copy a message before the next teammate picks it up.

Can I import my existing contacts?

Yes. You can import your existing contacts into Slovio CRM and keep adding them as customers message or call you. Once imported, contacts can be tagged, given custom attributes such as city or plan, and grouped into segments, so your first Slovio campaign can go to an audience you already know rather than waiting for new conversations.

Can I create deals and tickets from a chat?

Yes for tickets: a teammate can turn any conversation in the Slovio Team Inbox into a ticket, and it appears on the contact with an owner and a status. Deals are tracked in Slovio CRM through stages such as lead, qualified, proposal and won, linked to the contact and company, so the conversations behind each deal sit on the same record.

Can I segment contacts for a campaign?

Yes. A segment in Slovio CRM is a saved group of contacts defined by attributes, tags and activity, for example VIP customers in Pune who ordered in the last 30 days. You can send a Slovio campaign to a segment or use it as a condition in an automation, so one audience definition works across your team.

Does the CRM show call history?

Yes. Every AI call handled by Slovio AI Calling appears on the contact’s timeline in Slovio CRM with its recording, transcript and post-call summary, next to the contact’s WhatsApp, Instagram and RCS conversations. Anyone who opens the contact sees the full history in order, so a follow-up call or message starts from what was already said.

Can I add custom fields to contacts in Slovio?

Yes. Slovio CRM supports custom attributes on contacts, such as city, plan or last order date. You can use them to build segments, as conditions in Slovio Automation and as variables that personalise campaign messages. Answers collected through WhatsApp Flows can also be saved to these attributes.

Documentation

Learn how it works

All CRM guides →

Contacts and importHow to add contacts in Slovio, import them from an Excel sheet with auto-detected columns and segments, then filter, bulk-edit, export and read timelines.Segments and custom propertiesHow to build Slovio contact segments with rules or an Excel list, and set up custom properties, statuses, stages, lead sources and tags in CRM Settings.Companies, opportunities and tasksHow to track companies and deals in the Slovio pipeline, and schedule follow-up tasks with reminders on WhatsApp, email or SMS, including recurring tasks.

Every conversation, remembered.

Import your contacts into Slovio and follow each customer’s calls, chats and deals on one timeline.

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