Oleon

Know every customer

Remember every customer, not just the regulars.

A customer who wrote to you in March is still a customer. On a phone they are a chat that scrolled out of sight. Here they are a record, with everything that has passed between you kept together.

Everything about them, in one place.

Open a customer and see their details, every conversation, and the orders they placed, without scrolling back through months of chat.

Groups the whole team can use.

Put customers into shared lists, like wholesale buyers or last month's enquiries, that everyone on the team can see and message.

Bring your existing customers.

Import the list you already keep, and see a preview before anything is saved.

Take your data out whenever you like.

Export customers to a spreadsheet, on a schedule if you want one. Your customer list is yours.


Tech specs

Every one of these is a screen in the product.

  • A record per customer
  • Conversations on the record
  • Orders on the record
  • Labels
  • Shared lists
  • Import with a preview
  • Scheduled exports

Questions

Before you ask.

The ones we hear most about Know every customer. If yours is not here, the answer is a message away.

Is this a CRM?

It is the customer records part of one, and it is live today. Sales pipelines are coming in Deals, which is in beta.

Where do customers come from?

Everyone who messages you gets a record automatically. You can also import the customers you already have.

What if one customer writes from two numbers?

Today those are two records. Joining them into one customer is coming with Deals.


It starts with one conversation.

Bring the channels you already answer on into one place, and see what the rest of the week looks like.

Not ready to sign up? Join the waitlist and we will come to you.

Know every customer · Oleon Workspace