Customer CRM

Fedna AI includes a full customer relationship manager — not bolted on, but built into the core of the platform.

Customer profiles

Every customer gets a detailed profile. Name, phone number, email, company, and any notes your team adds. The phone number acts as a universal identifier — whether someone messages on WhatsApp, calls your number, or chats on your website, it's all one profile.

Pipeline management

Track customers through your sales process with visual pipeline statuses. New, Contacted, Qualified, Disqualified — or create your own custom stages that match how your business actually works.

Labels and categorization

Tag customers with colour-coded labels. Filter by label to find exactly who you're looking for. Labels are organisation-wide, so your whole team uses the same system.

Custom fields

Add up to three custom fields per organisation — text, number, date, or dropdown. Track the specific data points that matter to your business, right on the customer profile.

Kanban view

See your entire pipeline at a glance in a drag-and-drop kanban board. Move customers between stages visually. Know instantly how many leads are at each stage.

Search and filtering

Find any customer instantly. Search by name, phone number, email, or company. Filter by status, label, source, or assignment. Paginated results handle thousands of contacts without slowing down.

AI-powered summaries

AI generates a summary of each customer based on their conversation history. Open a profile and immediately understand who they are, what they need, and where they are in the process.