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Home / Features

Contacts and labels

A mini CRM built right into your WhatsApp inbox

Label every contact as a lead or a customer, add your own attributes, leave notes for your team, and segment in one click for your next campaign - without buying a separate CRM.

Start your 14-day trial See how it works
Labels and attributes you define CSV import and export Segmenting in one click
Contact
TBTom BakerBuilder - ManchesterLead
Attribute - SourceGoogle Ads - windows
NoteWants a call back on Friday about the quoteCustomer
A mini CRM in your inbox

Know who you are talking to, without opening another system

Labels, attributes and notes live in your WhatsApp inbox - exactly where you are already chatting.

Labels and attributes

Labels and attributes, shaped the way you need them

Give every contact a label - lead, customer, VIP, or whatever you like - and add free-form attributes such as postcode, source or customer type. That way your whole team can see at a glance who is on the other end.

  • Unlimited labels of your own, like lead or customer
  • Free-form attributes for whatever matters to you
  • See at a glance who someone is and what they want
Label
TBTom BakerBuilder - ManchesterLead
Attribute - SourceGoogle Ads - windows
Attribute - Property typeDetached, built 1998
Notes

Notes your whole team sees straight away

Record what is going on per contact - a promise made, a call-back arranged, something worth knowing - so anyone picking the conversation up knows where they stand. Visible to your team, never to the customer.

  • Notes visible to the whole team, not to the customer
  • Attached to the contact, not to one stray conversation
  • Never ask the same question twice again
Note
SDSara NolanCustomer since MarchCustomer
Note - JillWants a call back on Friday about the warranty
Note - MarkOrdered twice before, price-sensitive
From data to action

Contacts ready for your next campaign

Import, filter and send - without wrestling a spreadsheet and without another system alongside.

CSV import and export

Contacts in and out of KobiChat, without the fuss

Coming from another system or a spreadsheet? Import your contacts in bulk from a CSV, labels and attributes included. And it works the other way just as easily - your data stays yours.

  • CSV import including labels and attributes
  • CSV export whenever you want it
  • No retyping existing customer lists by hand
Import
contacts-export.csv1,240 contacts - ready to importCSV
Labels carried overlead, customer, VIP
Attributes carried overpostcode, source, property typeReady
Segmenting

Segment for the campaign that fits

Filter your contacts by label or attribute and send a broadcast to exactly the right group - every lead in one postcode area, say, or customers who have not heard from you in a year. Want a full sales pipeline with deals alongside your contacts? Take a look at Kobi CRM.

  • Filter on any label or attribute
  • Push straight through to a broadcast campaign
  • Save a segment for the next campaign
Segment
Segment - Leads, Manchester area342 contactsLead
Segment - Customers > 1 year618 contactsCustomer
Send to a broadcast2 segments selectedDone
Frequently asked

A few things you may be wondering

Is this a full CRM with a sales pipeline?
No. Contacts and labels is a mini CRM built into your WhatsApp inbox: labels, attributes, notes, and CSV import and export. If you also want a full sales pipeline with deals, look at Kobi CRM, part of the KobiTech suite.
Can I import my existing contacts?
Yes. You import your contact list in bulk from a CSV, existing labels and attributes included. Nothing has to be retyped by hand.
Can I export my contacts again?
Yes, at any time. Your data stays yours: export your full contact list, labels and attributes included, as a CSV file.
Can I segment contacts for a broadcast campaign?
Yes. Filter on any label or attribute - every lead in a given area, for instance - and push your segment straight through to a broadcast campaign.
Read next

Getting more from your contacts

Kobi CRM

A full CRM with pipeline and deals

Read more -> Broadcasts

Using segments in campaigns

Read more -> Chatbot flows

Saving answers automatically

Read more ->

Ready for a contact list that makes sense?

Start your 14-day free trial today - labels, attributes and notes are waiting in your inbox.

Start your free trial