CRM
Contact management for messaging
Keep customer details, tags, and consent fields ready for inbox and campaign workflows.
Product visuals use illustrative workspace UI, not live customer data.
The business problem
Messaging without structured contacts makes segmentation and follow-up unreliable.
- 1
Import or create contacts in the workspace.
- 2
Organize with tags and CRM fields.
- 3
Open contacts from inbox threads.
- 4
Build campaign audiences from contact data.
Contact Management
Illustrative workspace UI
CAPABILITIES
What teams can do with this workflow
These bullets reflect capabilities confirmed for the current Convoxa product.
- Workspace contact records
- Tags and CRM-oriented fields
- Consent fields for marketing workflows
- Contact context in conversations
Example use cases
- Segmented campaigns
- Support history
- Lead tracking
Related features
Related resources
Bring customer conversations into one workspace
Explore how Convoxa supports WhatsApp messaging, team coordination, campaigns, and reporting.