The CRM module
One customer record. Every team. Every conversation.
Sales sees the deal. Support sees the ticket. The call center sees the queue. Everyone sees the same customer, without the export-and-import dance between tools.
Inside the CRM
Eight surfaces, one customer record.
Each surface is a different lens on the same underlying data, so you never duplicate work, never lose context, and never wonder which tool has the latest version.
Conversations
Live and historical chats from every channel, with the customer profile and lead context attached.
Contacts
People and companies you do business with, identified across phone numbers, emails, and channel handles.
Leads
Qualified opportunities with structured fields, including custom props extracted by your assistants.
Pipelines
Kanban and table views per pipeline. Stages, ownership, and SLAs that reflect how your team actually sells.
Tasks
Follow-ups, callbacks, and to-dos with status, priority, and due dates, created from any conversation or lead.
Tickets
Support cases routed alongside sales work, so the same customer is never two separate stories.
Team Inbox
Shared triage of conversations waiting for a human, where you can claim, reply, or escalate without stepping on each other.
Queue
Routing for live conversations and calls, supporting round-robin, ownership, or rule-based, depending on how your team operates.
The customer record
Identity that survives the channel switch.
A customer who messages on WhatsApp Monday and calls on Tuesday is the same customer. Fineguide identifies them across phone numbers, channel handles, and email, and attaches every conversation, lead, and ticket to the same record so context never resets.
- — Identity merging across phone numbers, emails, and channel handles
- — Custom fields (`props`) populated by assistants during conversation
- — Complete interaction history, including chats, calls, tickets, and tasks, in one timeline
- — Org-wide segmentation that downstream automations and exports can rely on
Stop juggling tabs.
See how Fineguide CRM compares to whatever stack you are running today.