Skip to content
Contacts

Understand every customer through a unified profile

Contact details, conversation transcripts, and purchase histories in one unified space. Manage tags and messaging permissions directly from the customer record.

Customer intelligence

One record, deeper customer context

Bring matched records together; approach the right customer with the right context every time.

CREATO / ContactsSample view
Emma MillerCustomer profile
Phone: +1 555 *** 0142Primary contact
Email: emma@miller.designVerified
Connected channels: WhatsApp / InstagramTouchpoints
Matched record Active profile
Contact TagsSample view
Tag & Note ManagementEmma Miller
Tags: New collection / Wholesale buyerProfile tags
Note: Interested in medium sizing and linen fabricsTeam note
New collection Wholesale buyer
Segment RulesSample view
Segment: New collection VIPsFilters
Tag matches: New collectionFilter 1
Purchased in last 90 daysFilter 2
WhatsApp opt-in status: ConsentedPermission check
Segment ready Opt-in valid
CSV ImportSample view
Field Mapping & ImportBatch audience
Field mapping: Name / Email / PhoneVerified
Imported records: 142 contactsStatus: Completed
Batch action: Add tagTag: New collection
Import successful Tags updated
CREATO / ContactsSample view
Emma MillerCustomer profile
Phone: +1 555 *** 0142Primary contact
Email: emma@miller.designVerified
Connected channels: WhatsApp / InstagramTouchpoints
Matched record Active profile
Shared customer record

Put unified customer knowledge to work at every touchpoint

Don’t treat customer profiles like a static phonebook; leverage them across conversations, pipeline reviews, and marketing preparation.

Review conversation transcripts alongside the contact profile without switching tools.

Customer histories depend on connected integrations and verified data matching.
CREATO / Contacts

Frequently asked questions

The CREATO Platform

There is more to the customer journey than one channel.

CRM
Sales Pipeline16 new leads this week
New8
Deniz Arslan
€1,240
Selin Toprak
€890
In Progress5
Kaan Bulut
€2,400
Nil Yalcin
€650
Quoted3
Ozan Erdem
€3,120
Clear next steps for every sales opportunityTrack pipeline stages, rep ownership, and customer context right inside the deal record.
WhatsApp Marketing
CModa Atelier
Hi Ayse, two items are still in your basket.
Linen Shirt · €38
Tap to finish your order.
Complete Order

WhatsApp · just now

Relevant messages for consented customersDesign targeted campaigns for opted-in segments; track delivery, engagement, and conversion metrics.
Unified Inbox
Inbox12 open conversations
AllAssigned to meAwaiting reply
Ayse Yildiz2mWhen will my order ship?
Mert Kaya9mDo you have this in a large?
Elif Demir24mI opened a return request
Burak Sen1hCan I pay on delivery?
Last order #1042 · €38 · In transit
Every conversation on one screenAssign, reply to, and track message history across all connected communication channels.
E-Commerce
ReportsLast 7 days
Recovered carts
€0,000▲ 18%
37 orders
First response time
0s▼ 64%
33 s the week before
Conversations answered
0,000▲ 9%
71% by an AI Employee
Bring storefront data into customer conversationsConnect Shopify and ikas products, order statuses, and purchase histories in real time.

Transform customer data into a shared team asset

Organize profiles, tags, and consent in one unified system; enter every interaction with full context.