CRM Workspace

Build deeper bonds with a customer-first CRM

Move beyond simple contact lists. Track every interaction, build relationships, and keep a 360° view of your customers directly within your support workflow.

No credit card required15-day free trial

All your customers in one place

When someone reaches out, your team sees their full history—what they bought, what they asked, what was promised. No searching, no asking around. Just open the profile and start helping.

SC

Sarah Chen

sarah.chen@techcorp.io

VIP

Recent conversations

Live Chat2h ago
EmailYesterday
WhatsApp3 days ago

See every conversation in one profile

All messages from chat, email, WhatsApp, and social channels appear on a single profile. No more switching between tools.

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Noteby @mike

Enterprise customer - always prioritize. Renews Q4, considering upgrade.

Note2 days ago

Had a call about API limits. Sent documentation.

Note1 week ago

Prefers email over chat for complex issues.

Add notes to remember what matters

Keep track of important details about each customer. When a teammate takes over, they have the context they need to help.

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Live Chat conversation

Asked about pricing plans

Today, 2:30 PM

Email received

Follow-up on feature request

Yesterday, 10:15 AM

WhatsApp message

Quick question about billing

3 days ago

Access complete conversation history

Every message from every channel, in order. Open any customer profile and see exactly what's been discussed.

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Saved segments
VIP Customers
142
Trial Users
89
High Engagement
256
At Risk
23

Create segments to find contacts fast

Save filters for groups you need often—VIP customers, trial users, or any criteria you choose. Find them with one click.

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Chatwoot is a lean and powerful platform that solves customer service challenges in a simple and efficient way. Unlike larger and more complex solutions, it allowed us to migrate and set up over 90% of our operation in less than 48 hours.

Our feedback turned into real product improvements. It feels less like using a tool and more like building a solution together with people who genuinely care about our success.

Marcelo Ariatti

Marcelo Ariatti

COO, Maismei

Contacts

Organize your contacts your way

Labels, custom fields, and filters to keep your contact data organized and easy to work with.

Labels

Add labels to contacts and conversations to categorize them and filter your views.

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Custom attributes

Add your own fields to store plan type, company size, or any data that matters to your team.

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Merge duplicates

Combine duplicate contact records into one. All conversation history and data stays intact.

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Automations

Set up rules to automatically assign, label, or update contacts based on conditions you define.

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Bulk actions

Select multiple contacts to apply labels, export data, or make changes all at once.

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Advanced filters

Use AND/OR logic to filter contacts by any field and find exactly who you need.

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Engagement

Reach out to customers directly

Send messages to contacts from their profile, run campaigns to customer segments, and track engagement over time.

Integrations

Connect your existing tools

Import contacts from CSV, sync with your CRM, or build custom integrations with our API. Your contact data stays connected.

CSV import — upload contacts in bulk from a spreadsheet
Contacts API — sync contacts with your own systems
Pre-chat forms — collect contact info before conversations begin
Webhooks — send contact updates to your other tools

Contact sync

Last synced 2 min ago

Active
HubSpot
2,847 contacts
Salesforce
1,203 contacts
CSV Import
892 contacts

Get the full picture of every customer

All conversations, notes, and contact data in one place. Your team has the context they need to help customers better.

Start free trial

Free for 15 days. No credit card needed.