Contact Management: Unified Customer Profiles

Create complete customer profiles from multi-channel conversations. Track history across channels, add custom fields, and segment for targeted campaigns.

SendSeven's contact management automatically creates unified customer profiles from WhatsApp, SMS, Email, Instagram, Messenger, Live Chat, and Telegram. Unlimited custom fields, color-coded tags, smart segmentation, CSV import with field mapping, and GDPR-compliant double opt-in management. Every interaction across all channels is stored in one profile. Plans from EUR 49/month (Basic).

Customer data is scattered across multiple systems. Support agents lack context about who they're talking to, their purchase history, or previous interactions. This leads to repetitive questions and impersonal service. At car dealerships for example, sales reps walk into customer conversations without vehicle history.

SendSeven provides a centralized contact database with customizable fields, automatic conversation linking, and tagging. Every interaction is recorded, giving agents complete customer context.

Complete conversation history per contact

Go to Settings > Custom Fields. Create fields like "Customer Tier", "Account ID", or "Preferred Language" with types (text, number, date, dropdown).

In Conversations, click on a contact name to open their profile. View all custom fields, tags, and conversation history.

Click "Edit" on the contact profile to update fields. Changes are saved immediately and visible in all conversations.

Use tags to categorize contacts (e.g., "VIP", "Enterprise", "At Risk"). Filter contacts by tags in the Contacts list.

Scroll down in the contact profile to see all past conversations across all channels.

Manage contacts and custom fields via API.

Create a new contact with custom fields and tags