Intro to CRM
CekatAI CRM helps you manage contacts, track interactions, and build stronger customer relationships — all integrated with your messaging channels.
Key Features
Contact Management
Organize and segment your customer database.
Pipelines
Track deals and customer journeys visually.
Overview
CekatAI CRM automatically creates contact records from your chat interactions. Every message, call, and interaction is logged against the contact profile, giving your team full context.
Benefits
- Unified View: See all customer interactions across channels in one place
- Smart Segmentation: Group contacts by tags, custom fields, or behavior
- Pipeline Tracking: Visual deal pipelines to track sales progress
- Team Collaboration: Assign contacts and deals to team members
CRM features are available on the Pro and Enterprise plans.
