Save what the next person needs
Choose relevant contact fields and review the information collected through conversations.
Customer CRM
Give the next conversation some context.
Keep useful customer details, notes and supported activity in a record your team can work with.
See where the work stands
Use supported stages, tags and assignments to organize the next steps. A record should help someone act, not become another place to search.
Check the identity
Review suggested links and merges through the supported process. Keep different people separate when the evidence is unclear.
In your workspace
From a new enquiry to a record your team can continue working from.
- Open Customers and choose List or Board.
- Select a record and review its stage, tags, and details.
- Open the profile to review history or update a custom property.
- Assign the record or move it to the appropriate stage.
What happens next
Staff can use the available history and details when continuing the relationship.
What to know before you start
Cross-channel identity and record linking depend on evidence and configuration. Customer records do not guarantee automatic attribution of every sale.
Your questions, answered
Do I need a separate CRM?
Entagl includes its own customer record workspace. Whether you also keep an external CRM depends on your existing processes and supported integrations.
Can I customize customer fields?
Yes. Create supported field types and choose which properties the AI may collect through conversations.
Can my team manage customer stages?
Yes. Use supported stages, tags, and assignments to organize records and decide what needs attention next.
Connected capabilities
AI conversation controlsGive your AI a clear job and clear boundaries.Cross-channel conversationsKeep useful customer information close to the conversation.Shared team inboxThe assigned teammate can review and continue the conversation.Conversational intake and formsThe right questions, in the right format.