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Customer management · Customer records

Know the customer behind the WhatsApp conversation.

Keep customer details, contact status and useful context in SAYLS. Your team can organise the people behind WhatsApp enquiries instead of relying on a name in a chat list and someone's memory.

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See the task in actionCustomer records

Customer recordYOUR WORKFLOW

Customer contextCustomer enquiry

Customer: Zainab · Returning customer
Workspace: Customer record
Next: Review the workflow

Useful details stay beside the conversation

Bring the record back into the next conversation.

The task behind the feature

When the relationship disappears after the chat

Customer details disappear into old chats and spreadsheets.

A customer might ask a question today and buy next month. If their details are scattered across personal devices, staff may not remember what they needed or where the enquiry came from. Structured contact records create a more dependable starting point for follow-up, without making a small business build a complex sales system from scratch.

See how the pieces fit

One practical way to use it

Make the customer record useful at the next reply.

Start withOne returning customer and their existing reference

01
Create a useful customer record
Add the details your team needs to serve the customer. Use the correct contact type and a reliable phone number, and avoid collecting personal information that has no clear business purpose.
02
Organise the next action
Apply an appropriate status, source or group so colleagues understand the stage of the relationship. Keep your naming rules simple enough that different staff members use them consistently.
03
Use context in the conversation
Open the relevant chat and review what the business already knows. Update the record when something meaningful changes, so the next conversation starts with better context rather than another round of basic questions.

Keep the next person in the picture.

Keep the record current and give authorised colleagues the context needed to respond.

Why this is useful in practice

Keep the details your team would otherwise ask again.

A clearer customer picture

Bring essential information into a consistent record. The team can identify an enquiry, understand its source and see where it sits in your process without rebuilding that picture from scattered messages.

More useful follow-up

A structured list helps you decide who actually needs attention. Focus on an appropriate next step for the customer rather than contacting everyone simply because their number exists in a spreadsheet.

A foundation for other tools

Contacts support segmentation, campaigns, imports and conversation work. Keeping their information tidy makes those connected features more useful and reduces errors caused by inconsistent source data.

Choose a useful starting point

Conversations that need customer context

A service business recording the stage of each enquiry.
A store separating new enquiries from existing customers.
A school keeping parent contact context organised.

Your first useful workflow

Try customer records with your team.

Bring the record back into the next conversation. Start with one returning customer and their existing reference and review the result before choosing a plan.

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A little clarity goes a long way

A little more about customer records.

Understand the setup, the costs and the next step before you decide.

Your business has its own questions.Tell us what you need. We'll help you find a useful starting point.

01Is a saved contact permission to send marketing?

No. A contact record and marketing consent are different things. Record the appropriate permission and respect customer preferences before adding someone to outbound campaigns or promotional follow-up.

02Can I keep my own business-specific fields?

SAYLS includes custom fields for information that standard contact details do not cover. Choose fields with a clear purpose, and keep your team consistent about when and how to complete them.

03Can I bring existing customer data?

The CSV import workflow supports structured customer uploads. Prepare clean data, map the supported columns and review the import result. Your plan's contact capacity and validation rules still apply.

Know the customer behind the WhatsApp conversation.

When the relationship disappears after the chat

Make the customer record useful at the next reply.

Create a useful customer record

Organise the next action

Use context in the conversation

Keep the next person in the picture.

Keep the details your team would otherwise ask again.

A clearer customer picture

More useful follow-up

A foundation for other tools

Conversations that need customer context

Try customer records with your team.

A little more about customer records.

What works alongside customer records?

Tags & segmentation

Custom fields

CSV import