Product/Contacts & CRM

Full customer context,
every conversation.

Unified contact profiles with lifecycle tracking, custom fields, tags, segments, and a complete activity timeline — so your team always has the full picture.

🔒app.closini.com/contacts/sarah-chen
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Inbound message via WhatsApp

2 min ago

"Hi, I'd like to schedule a demo of the Enterprise plan. We have 120 agents and need multi-workspace support."

WhatsAppWhatsApp10:34 AM

Stage changed to Qualified Lead

1 hr ago

New LeadQualified Lead

Tag "Enterprise" added

1 hr ago

Internal note by Alex K.

3 hr ago

Outbound message via Email

1 day ago

CAPABILITIES

Know every customer like your best customer

Rich contact profiles that give your team instant context — so every reply feels personal and every handoff is seamless.

Unified contact profiles

Every interaction, channel, and data point merged into a single view. See the full picture — conversations, deals, and history — without switching tabs.

Lifecycle stages

Track contacts from Subscriber to Customer with customizable lifecycle stages. Know exactly where every lead stands in your pipeline.

Custom fields

Extend contact profiles with fields that match your business. Text, number, date, dropdown — capture the data that matters to you.

Tags & segments

Organize contacts with color-coded tags and build dynamic segments based on any combination of fields, behavior, or channel activity.

Import & export

Bulk-import contacts from CSV, map custom fields during import, and export filtered lists anytime. Migrate from any platform in minutes.

Activity timeline

See every message, note, stage change, tag update, and assignment — chronologically. Full audit trail for every contact interaction.

Everything connected. Nothing siloed.

Your contact data model is the backbone of Closini. Every conversation, channel, tag, and custom field links back to a single source of truth.

Contact

Name, email, phone, company, lifecycle stage, owner

Profile data
Custom fields
Lifecycle stage

Conversations

Messages, assignments, status, SLA, closing notes

Message history
Team assignments
AI suggestions

Channels

WhatsApp, Messenger, Instagram, Email, Live Chat

Channel identity
Delivery status
Platform data

Tags & Segments

Color-coded tags, dynamic segments, filter rules

Tag groups
Segment rules
Auto-tagging
Contact has many Conversations
Conversations belong to Channels
Contacts are organized by Tags & Segments

360°

Customer view

50+

Custom fields per contact

10x

Faster contact lookup

100%

Interaction history

Stop guessing. Start knowing your customers.

Give your team the contact intelligence they need to close faster, support better, and never lose context again.