Customer details connected to the right conversation
Open the customer record from the conversation that supplied its context.
Conversation-first CRM
Your CRM remembers the conversation.
Direct answer
Customer records stay connected to the conversations that created or changed them.
01 · What your team can see
Clear lifecycle, owner and follow-up
Keep lifecycle, responsible owner and the agreed follow-up independently reviewable.
A customer timeline your team can review
Trace customer changes through a timeline instead of replacing history with a summary.
02 · From message to next action
Receive
Bring in a supported message or start with a Sandbox test.
Connect
Place the message beside the right customer details.
Decide
Use approved business rules and AI help to prepare the next step.
Hand off
Keep the responsible person, history and next action visible.
03 · Product workflow
The next person can see what happened and continue from a clearer customer timeline.
Sandbox product example · synthetic names · live sending off
04 · Where your team stays in control
Your team confirms uncertain matches. Import, export, merge and deletion remain controlled actions.
Known customer details connect to the right record, while lifecycle, owner and conversation history remain clear and separately reviewable.
Security05 · What you need before live use
What you need before live use
Start with a private workspace, approved business information and Sandbox tests. A live channel also needs eligible Meta assets, the required permissions and a final team review.
Help06 · Questions before connecting a channel
Does a visible channel mean live sending is enabled?
No. The connection, permissions, service window, business rules and responsible teammate must all be ready.
What happens when automation should not continue?
Uncertain, sensitive or approval-dependent work goes to a person with the conversation history attached.
07 · Create account
Bring the customer story and next step into one workspace.
Create an account to explore Rellooma. Live use begins only after the channel, business rules and responsible teammate are ready.