app.offlo.ai / inbox
01.
The CRM knows the deal
Company, value, stage, owner — all in one system. What it doesn't know is that she messaged twice last week asking whether the replacement shipped, or that she was annoyed about it.
CRM
Conversational AI CRM Solutions
Offlo CRM integrates conversational AI technologies into crm systems, fundamentally transforming how businesses engage with their customers. Every conversation across WhatsApp, Instagram, Messenger, live chat and email lands on one contact record with the ad that brought them in, what they bought, and what they asked about. Contact management software that already knows the customer before you reply.
Free to start · Import in one click · Works alongside the CRM you already have
- One record per person, whichever channel they arrive on
- Source page and source ad attached from the first message
- Properties, tags and saved segments your campaigns can use
- Order and conversation history in the same view
Your data stays portable
Import in one click, export whenever you like, and keep the CRM you already run.
Import contacts
Export records
Works alongside your CRMTHE CONTEXT GAP
The deal and the conversation
should know each other.
A complete customer record connects those interactions, so your team can understand where the customer is in their journey and what the relationship needs next.
app.offlo.ai / inbox
02.
The inbox knows the chat
The thread has every nuance. What it's missing is the ad she clicked in March, the two orders she placed, and whether she ever agreed to marketing messages.
app.offlo.ai / inbox
03.
Neither knows both
So your team exports lists, copies notes between tools, and still asks the customer to repeat information they already gave you. The single customer view exists nowhere.
THE CONTACT RECORD
Source ad, orders, opt-in and every message — on one profile.
Open one person and see the context that normally takes five tabs and a hand-written note. A unified customer profile assembled as the conversations happen, not stitched together by an integration at 3am.
01Source page and source ad
02Every connected conversation
03Order and commerce context
04Current opt-in state
SEGMENTS FROM CONVERSATIONS
Audience segmentation built from what people actually said.
Every other tool segments on what customers did — opened, clicked, purchased. Offlo also segments on what they told you, because your AI agent was in the conversation and tagged it as it happened. Combine topic, source, opt-in state, properties and order history into an audience ready for the next campaign.
01 / 04
Filter by properties, source and behaviour
Build an audience from contact attributes, source ad, purchase history and — the part nobody else has — conversation topic. “Everyone who asked about a size we just restocked” becomes a segment in seconds.
02 / 04
Save the segment for repeated use
A segment is a rule, not a list. Anyone matching it at 4pm is in it at 4pm — no export, no re-upload, no stale audience from last quarter. Standard customer segmentation software builds lists; this builds living criteria.
03 / 04
Attach it directly to a campaign
The segment you save here is the audience you pick in Campaigns. Nothing is exported or synced, and nothing goes out of date in between. RFM tiers, lifecycle stage and value bands are all available too.
04 / 04
Keep opt-in state in the criteria
Open complaint, pending refund, replied in the last hour, never opted in — all suppressed automatically, because the record and the inbox are the same system. The wrong person never gets the message.
CONTACT MANAGEMENT
Contact management software your whole operation can use.
Shape the customer profile around how your team actually sells and supports — while keeping the original conversation right beside it. Fields your AI agent fills in during the chat, not chores it leaves for someone to do later.
Custom attributes
Store the fields your operation needs — size, plan, region, renewal date, account number — not somebody else's fixed schema.
Tags and lifecycle
Mark intent, stage, ownership and opt-in state for fast filtering. Lifecycle moves visitor → lead → customer → repeat automatically as things happen. Flows and forms capture leads inside the thread, with no external form to abandon.
Import and export
Bring existing contacts in by CSV, sync customers and orders from Shopify, and take your customer data out in full whenever you want. Push contacts and events anywhere else you run via API and webhooks.
USE CASES
A useful record creates the next action.
The value isn't collecting more fields. It's making the next support, marketing or commerce decision better — off a record you already have, not a fresh list upload.
Topic segments
Group customers by what they asked.
Your agent tags every conversation by topic, so “everyone who asked about the winter range” is a one-click audience — people who showed intent and never bought, reachable with the exact thing they wanted.
Win-back
Re-engage the gone-quiet.
Find opted-in customers whose conversations or purchases have gone quiet. The record knows what they bought and when they last spoke to you, so a win-back to 200 of them beats a broadcast to 20,000.
Order context
Support without another lookup.
An ecommerce CRM that keeps Shopify order history next to the messages, so the next reply starts informed — first purchase or fifth, on time or overdue — without opening another tab.
PRODUCT FACTS
The capabilities behind better customer data.
Contact capture and segment conversion depend on your traffic and campaigns. These are the product facts underneath them — no invented averages, no asterisks.
1
durable record per customer
7
channels feeding one shared context
4
context types: identity, source, history, commerce
Portable
contact import and export, in and out
FAQ
CRM questions, answered.
SCHEDULE A 30-MINUTE INTRO CALL
Book your strategy call
Muhammad AkifCEOFor companies looking to
High volume conversations without the high volume headcount
Start with the content and channels you already have. Then layer in automation where it measurably improves speed, consistency and how much each conversation is worth.
Schedule your callA practical walkthrough of how Offlo reduces repetitive work, improves response speed and fits your current support workflow.
“60% less emails. 50% less workload. Offlo just replaced half my support team.”
Fahad Dhamrah
Founder @ Chex AI
START WITH ONE RECORD
Know thecustomer beforethe next reply.
Connect one channel and watch the profiles fill themselves from conversations your team is already having — source, orders and history in one operational view. Import what you have, export whenever you want.
