01 · CONTACTS
Keep the relationship history with the person.
Contacts carry conversation context, notes, related work, and next actions so the record reflects how the relationship actually developed.
Customer context that survives staff changes.TURN MEMORY INTO FOLLOW-THROUGH
Move from conversation facts to accountable work.
Coming soon This capability is built but not yet switched on for trial accounts.
DialogSignal connects contacts, opportunities, tasks, notes, reports, and conversation context while keeping human approval in the filing path.
Not yet available to trial users. The CRM core is built — contacts, opportunities, tasks, notes, timeline, the assistant and the live inbox — and WhatsApp Business sits alongside it. Both are switched on at launch, and some parts depend on your plan.
WHAT IT CHANGES
A proof path for every useful outcome.
Each capability keeps signal, interpretation, evidence, and action visibly connected.
02 · OPPORTUNITIES
Build the pipeline from real signals.
Potential work can be proposed from conversation evidence and organized by stage, owner, value context, and follow-up.
A pipeline grounded in what customers actually said.03 · HUMAN APPROVAL
DialogSignal proposes. A person decides.
Suggested contacts, deals, and tasks remain reviewable before they become operational records. The source message stays visible during approval.
Automation without silent filing.04 · LIVE OPERATIONS
Connect analysis to ongoing work.
Live inbox, assistant, journeys, routines, and WhatsApp Business reporting expand the operating layer for eligible business plans. Final launch availability follows the open-signup gate.
Historical intelligence and current operations in one system.WORKS WITH
The capability is stronger in context.
TRY IT ON SOMETHING REAL
Bring one conversation. See what becomes usable.
Bring one chat. Leave with a clearer business.