Improve conversion
Give qualified inquiries a clear owner and next step.
Omnichannel Customer Communication & CRM
Connect Every Conversation.
Grow Every Customer Relationship.
Bring WhatsApp, Instagram, Messenger, Telegram, LINE, TikTok, email and more into one workspace. Manage conversations and customers with CRM, automation and AI to improve conversion, retention and long-term growth.
Connect every channel. Never miss a customer opportunity.
WhatsApp
Instagram
Messenger
Telegram
♪TikTok
LINELINE
Email
Web Chat
Inbox
5Open conversations
Sarah MillerInstagram · Active conversation
One identity. A shared story. A clear next step.Sample data
Product experience preview. Channel and feature availability will be confirmed at launch.
OMNICHANNEL MESSAGING
Customers on every channel. Your team in one place.
Bring social messages, email and web chat into one workspace. Reply with customer context and keep follow-ups moving, without jumping between tools.
Less switching. Fewer missed inquiries. Better conversations.
UNIFIED INBOX
Every customer message. One shared inbox.
Handle inquiries across channels without switching apps. Give support, sales and marketing one place to respond, assign conversations and keep the context behind every reply.
- Less switching between tools
- Clear ownership for every inquiry
- Customer context alongside each reply
Sarah Miller
AlexCan we arrange a product walkthrough?
Marco Rossi
MiaThanks, that’s exactly what we needed.
Emily Chen
—Can sales and support work together?
Daniel Kim
AlexTomorrow morning works for us.
Stop switching between apps. Start building relationships.
FROM CONVERSATION TO CUSTOMER
More than a conversation. A customer to understand.
Connect messages with a customer identity, profile, tags, owner and next step. Each interaction adds context your team can use long after the first reply.
Identify customerSarah MillerCustomer profile · Customer 360°
Customer relationship
Shared next step
Context that stays togetherCustomer profileSample data
Sarah Miller
Opportunity · Italy
sarah.miller@example.com · Italian
- Owner
- Alex
- Customer stage
- Opportunity
- Source
- Last contact
- 2 min ago
- Customer value
- €2,480
Customer journey
New leadQualified lead3Opportunity4Customer5Repeat customer
Next action
Product walkthrough
Tomorrow · 10:30Notes
Evaluating the business plan for a 12-person team. Follow up with a tailored walkthrough.
Customer timeline
Instagram inquiry received
Qualified and assigned to Alex
Walkthrough follow-up created
CUSTOMER 360°
One customer view. The whole relationship.
See contact details, sources, tags, conversation history, ownership and next steps in one profile. Give every teammate the context to pick up the conversation.
- Build a useful customer record
- Follow the relationship over time
- Make the next action obvious
Different channels. One customer.
CUSTOMER LIFECYCLE
From first inquiry to a lasting customer relationship.
Keep the journey connected through sales, service, retention and repeat business. Social CRM brings customer records and ongoing conversations together, so the relationship continues beyond a single chat.
- 01
First contact
An interest becomes a conversation.
- 02
Lead
A name and a need come into focus.
- 03
Opportunity
The right context shapes the reply.
Customer
A decision starts the next chapter.
- 05
Support
A helpful answer protects trust.
- 06
Repeat customer
A relevant reason to come back.
- 07
Loyal customer
More value, built over time.
TEAM COLLABORATION
One customer. Shared context across your team.
Support, sales and marketing work around the same customer. Assign conversations, share internal notes and hand over the next step without asking customers to repeat themselves.
SalesSupportMarketing
Explore the featureAlex handed the conversation to Support
A smooth handoff. No repeated questions.
Sample data
AUTOMATION
Automate the routine. Make time for your customers.
Route inquiries, apply tags and prepare follow-ups in one workflow. Help support respond consistently, keep sales on track and leave uncertain decisions with your team.
TRIGGERNew message
01CHECKIdentify customer
02CHECKDetect intent
03ACTIONApply “High intent”
04ACTIONAssign Sales Team
05HUMAN REVIEWReview suggested reply
06ACTIONCreate follow-up
07ACTIONUpdate customer record
08Unclear intent → human review
Interactive simulation · No live actions
Product experience preview. Channel and feature availability will be confirmed at launch.A next step for every conversation. A person behind every decision.Explore the feature
AI ASSISTANT
Understand customers sooner. Respond with confidence.
Summarize conversations, translate messages and prepare relevant replies. Give your team a clearer view of intent and a useful next step, with people reviewing what gets sent.
- Find the signal
- Draft a relevant response
- Bridge a language gap
IT EN
Speak your customer’s language.
Keep the original meaning in view. Let your team review the words that follow.
IntentPlan evaluation
SentimentPositive
LanguageItalian
Lead scoreHigh
Conversation summary
Sarah is evaluating the business plan for her team. She wants to understand fit and pricing. A tailored walkthrough is the next step.
Suggested next action
Follow up with pricing and a product walkthrough.
Suggested reply
“I can help you choose the right plan, Sarah. Would a walkthrough tomorrow work for your team?”
Illustrative AI output · Review before sendingCUSTOMER INTELLIGENCE
See the customer story behind the numbers.
Understand where inquiries come from, how your team responds and which opportunities move forward. Connect channel activity with conversion, retention and the next decision.
Conversations1,284Sample data
New customers86Sample data
Lead conversion24%Sample data
Returning customers42Sample data
First response2m 14sResolved conversations982Sample data
Conversation volume
Last 7 daysMonTueWedThuFriSatSun
Channel performance
| Channel | Qualified | Conversion |
|---|---|---|
| 24 | 26% | |
| 17 | 23% | |
| 10 | 20% |
Sample data · First response: 2m 14sYour team makes the decision.
From channel activity to a clearer business decision.Explore the feature
BUILT FOR GROWTH
Turn customer conversations into lasting business value.
Connected channels, shared customer context and consistent follow-up give more conversations a path to conversion, retention and long-term customer value.
Customer relationshipsValue that keeps growing.
01 / 06
Connect
A useful first exchange opens the door.
Increase retention
Continue useful conversations after the first purchase.
Grow customer value
Plan relevant follow-ups and repeat business.
Build lasting relationships
Let every interaction build on what your team already knows.
A better reason to reach out.
High intent
A personal walkthrough is the next step.
The next step is part of the relationship.
TodayFollow up with Sarah
Business plan walkthrough
TomorrowReconnect with Marco
Review the agreed next steps
FridayCheck in with Anna
Continue the customer relationship
SOLUTIONS
For every team that talks to customers.
Support, sales, marketing and customer operations share one customer view across industries.
Sales
Turn customer conversations into clear sales opportunities.
Customer Support
Handle inquiries and keep service history together.
Marketing
Connect campaigns with useful customer follow-ups.
E-commerce
Keep presales, orders, support and repeat business connected.
Gaming
Coordinate player communication, service and ongoing engagement.
Agencies
Keep customer conversations organized across teams and accounts.
WHY CLOSESMOOTHLY
Customer relationships should not be split by channels.
From a WhatsApp inquiry to an Instagram message or email confirmation, keep the customer’s story together. Give the next teammate the context to continue the relationship.
Channels change. Customers don’t.
Sarah MillerSample data
One customer. Every conversation. One complete relationship.
SECURITY & TRUST
Built around conversations that matter.
Clear access boundaries and responsible customer data handling guide the product. Confirm the controls your team needs before deployment.
Thoughtful team access
The right customer context for the people responsible for it.
Customer data care
Collect useful context and be clear about how it is handled.
Transparent availability
Confirmed capabilities and planned experiences kept distinct.
FAQ
About CloseSmoothly
What is CloseSmoothly?
CloseSmoothly is an omnichannel customer communication and CRM platform. It connects the shared inbox with customer profiles, team ownership and follow-ups, helping support, sales and marketing manage the relationship beyond a single conversation.
Which communication channels can I connect?
The product covers scenarios for WhatsApp, Instagram, Messenger, Telegram, LINE, TikTok, email and web chat. Connection methods, account eligibility and availability need confirmation for each channel; TikTok is currently a planned integration.
How is CloseSmoothly different from a traditional customer service system?
A shared inbox helps a team handle inquiries. CloseSmoothly also connects conversations to CRM records, tags, owners and follow-up stages, giving teams a way to manage the customer relationship after the support request is resolved.
Does CloseSmoothly include CRM?
Customer CRM is central to the product design. The preview shows contact details, channel sources, tags, ownership, conversation history, customer stages and next actions in one customer view.
Can customer information from different channels be managed together?
The workspace is designed to associate channel conversations with a shared customer profile. Identity matching and account permissions depend on the connection; the preview does not identify real people or connect external accounts.
Who is CloseSmoothly for?
It is designed for customer support, sales, marketing and customer operations teams. E-commerce, gaming and agencies are examples of use cases, rather than limits on the product’s audience.
Does CloseSmoothly support automation and AI?
The product preview demonstrates workflow routing, tags, follow-ups, conversation summaries, translation and suggested replies. Your team reviews suggested replies before sending. Explore the preview and confirm the available workflows for your team.
CONVERSATIONS ARE JUST THE BEGINNING
Let your next conversation open the door to growth.
Bring your channels and customer relationships together, from the first inquiry to a loyal customer.
Every Conversation Drives Growth.