Sales

Never lose a lead to a forgotten follow-up

Every inbound message becomes a tracked lead with an owner, a stage and an automated follow-up sequence that stops the moment they reply.

CRM & Contacts

Every customer, one living profile

Search, filter and segment contacts in seconds, then drill into a full timeline of messages, orders and notes without leaving the inbox.

  • Custom fields for any business — no rigid schema
  • Automatic timeline of messages, tags, orders and notes
  • Filter and segment contacts for targeted campaigns
Contacts — Connectly CRM
Demo
Contacts6 total
AO
Amara Okafor
+234 802 111 2233
VIP
Owner
Tunde A.
Lifecycle
VIP
Tags
VIPReturning
Recent conversation

"Is the blue midi dress back in stock?" — 2h ago

Activity timeline
  1. Sent: "Is the blue dress back in stock?"

    2h ago

  2. Tag added: VIP

    3d ago

  3. Order #4821 placed — ₦38,500

    1d ago

  4. Follow up after delivery for a review

    5d ago

Notes

Prefers evening calls. Loves the summer collection, refers friends often.

Purchase history
  • Blue midi dress ×1₦38,5001d ago
  • Summer set ×2₦61,0003w ago
  • Ankle boots₦45,2002mo ago
Workflow Automation

Build automations without writing code

Drag-and-drop triggers, conditions and AI steps into a visual workflow that responds to customers instantly, day or night.

  • Branch on keywords, tags or business hours
  • AI-generated replies with human handoff
  • Reusable templates for common journeys
  • Test and monitor runs in real time
Pricing Inquiry Flow
Demo
Incoming Message

New WhatsApp message

Trigger

Keyword match: "price"

Condition

Asks about pricing?

Human Handoff

Route to an agent

AI Response

Generate reply with AI

Send WhatsApp

Deliver reply

Wait 10 min

Delay before follow-up

Assign to Sales

Route to closer

CRM Update

Log deal + tag contact

Active / reached Idle Current step
Get started

Turn every WhatsApp conversation into an opportunity.

Connectly unifies your inbox, CRM, broadcasts, automation and AI into one workspace — so your team replies faster, closes more deals, and never loses a conversation.