Everything about a customer on one card
Every lead lands in the CRM. The same person from several forms is one card with a full history. A stage change goes to Meta straight away.
Screenshots from a demo organisation. People and numbers are fictional.
One person, the whole story
Submissions, stage changes, SMS, webhooks, Meta delivery results and notes. Automatic entries cannot be edited, so the history stays accurate.
- Matched by phone first, then by email
- Possible duplicates flagged, merged only after you confirm
- Form answers stored and encrypted
The CRM on a salesperson’s phone
The list and the person card work on a phone. A salesperson changes the stage right after the call, and Meta gets the event.
Owners and tasks with due dates
Each customer can have an owner. Tasks are due in your company’s time zone, and “My tasks” shows what is due today and what is overdue.
Round robin and data retention
New customers can be assigned to salespeople in turn. You set how long data is kept, from 6 to 120 months, and it is erased automatically after that.
- A “Do not SMS” switch on every person card
- Erase a person on request, recorded in the audit log
- Viewers see masked phone numbers and emails
For many small teams, yes: it has people, stages, history, owners and tasks. If you already have a CRM, Convs can send it webhooks from automations.
By phone first, then by email. If the phone points to one person and the email to another, both cards get a “Possible duplicate” flag. Nothing merges on its own.
The Sold stage closes the cycle. If the same person fills in a form again, a new cycle starts and the stage goes back to New.
See also
- Meta Conversions APILeads, sheet rows and orders sent to Meta from a server, without duplicates.See details
- AutomationsSMS to new leads, tasks and webhooks, with sending hours and an opt-out list.See details
- Campaign reportingMeta spend joined with CRM stages: cost per lead, per qualified lead and per sale.See details
- For agenciesA separate workspace per client, roles, an all-clients overview and job queues.See details
- Security and privacyEncryption, hashing, roles, retention and self-hosting.See details
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