Contacts, CRM memory, and follow-ups

ALMATalk includes a lightweight CRM for contacts, companies, deals, notes, tags, custom fields, and follow-up actions.

Customer memory

• Calls, SMS, WhatsApp, email, web chat, appointments, and notes can be linked to the contact.
• Agents can use authorized past context to provide a more continuous experience.
• Tenant data stays isolated from other workspaces.

Import and sync

• Contacts can be imported by CSV.
• API access can be used to sync with HubSpot, Salesforce, Zoho, or other CRMs on supported plans.