CRM & sales · CRM & Contact Management
A customer record that is actually complete
Most CRMs know who a customer is. KztOne also knows what they ordered, what they owe, what they said on WhatsApp and which campaign brought them in, because sales, finance and messaging share the same database.
- Included in
- Free plan and above
- Status
- Available now
- Module
- CRM & sales
- Trial
- Included in the 7-day trial
Contacts and companies without duplicates
Contacts are matched by stable ids first, then by normalised email and phone. A website customer, a WhatsApp enquiry and an imported spreadsheet row become one record. Ambiguous matches are shown as merge suggestions rather than merged blindly.
- One record per person, linked to their company
- Email and phone normalised (0803… becomes +234803…)
- Merge suggestions with field-level provenance
- Tags, custom fields and lifecycle stage
The whole relationship on one timeline
Calls, emails, WhatsApp conversations, meetings, quotes, orders, invoices, payments and notes appear in order on the contact. Nothing has to be copied from another tool.
- Activities from staff, workflows and connectors
- Orders and invoices with status and balance
- WhatsApp inbox threads embedded on the contact
- Rolled-up stats: lifetime value, last order, open balance
Work the list, not the spreadsheet
Filter contacts by lifecycle, tag, source, owner, last activity or purchase history. Save filters as segments for campaigns and automations. The AI assistant can answer 'which customers have not ordered in 90 days' from the same data.
- Saved segments (Growth and above)
- Owner assignment and territories
- Bulk actions: tag, assign, add to campaign
What you get
- No more 'let me check the other system'
- Sales, finance and messaging history are on the same record.
- Cleaner data
- Matching rules keep duplicates out as data flows in from every source.
- Ready for automation
- Every field on the contact can trigger or condition a workflow.
Questions
- How many contacts can I store?
- No plan limits the number of contacts. Limits apply to users, integrations, AI credits, automation actions and WhatsApp conversations.
- Can I import contacts from Excel or another CRM?
- Yes. Import from CSV or Excel with a column-mapping step and duplicate preview. A Perfex CRM connector for migrations is coming soon.
- Does the CRM work with WhatsApp?
- Yes. With WhatsApp Mark, conversations from your business number appear on the contact's timeline, and staff reply from the shared inbox.
- Which KztOne plan includes crm & contact management?
- CRM & Contact Management is included in every plan, including Free. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
Lead Management
Capture leads from website forms, WhatsApp and Facebook, assign them automatically, follow up within minutes and track conversion. Free 7-day trial.
Sales Pipeline & Deals
Track every deal from first contact to close on a visual pipeline, with stage probabilities, follow-up tasks and forecasts based on your actual win rates.
WhatsApp Inbox & AI Auto-Reply
Give your whole team one WhatsApp inbox on your business number. Assign chats, use quick replies, and let an AI trained on your business answer questions.
Customer Segmentation
Build live customer segments from orders, lifetime value, location, tags and engagement, and use them in WhatsApp and email campaigns and automations.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.