One record that actually knows the customer
Who talked about what, and when? Phone, WhatsApp, email and website chat all merge into the same customer card, and the sales process runs there too.
The CRM keeps everything about your customers in one place. It stores contact and company records and collects every touchpoint - phone calls, WhatsApp messages, emails and website chats - under the same card. Sales opportunities move through a staged pipeline, tasks and reminders are assigned, and reports show how much work sits at each stage. Everything the AI assistants collect flows straight in.
What is a CRM and why do you need one?
A CRM (Customer Relationship Management system) stops customer knowledge from living in someone's phone, notebook or scattered spreadsheets. Each customer has a single card: contact details, past conversations, notes, open tasks and sales stage. When someone leaves the company the knowledge stays; whoever opens the card next can see where the process stands. In EosDo the assistants write what they learn straight into these cards, so the CRM keeps feeding itself.
Sales pipeline
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Key features
Contact and company cards
Build customer profiles with contact details, custom fields and tags.
Unified history
Phone, WhatsApp, email and website chat appear on one timeline.
Sales pipeline
Drag deals between stages and see exactly where work is stuck.
Tasks and reminders
Assign calls, quotes and follow-ups and get reminded when they are due.
Segment building
Create groups by tag and behaviour and use them directly in campaigns.
Sales reports
Measure won and lost deals, conversion rates and team performance.
How it works
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1
Import your contacts
Bring existing lists in from a file or add them manually.
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2
Set up your process
Define sales stages, tags and custom fields to match how you actually work.
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3
Connect the channels
Once assistants and mailboxes are connected, every touchpoint lands on the cards.
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4
Follow through
Track progress with the pipeline and reports, and never forget a customer thanks to tasks.
Who is it for?
Sales teams
Every open deal is visible on the pipeline and follow-up dates are never missed.
Service businesses
Appointment history and customer notes stay on a single card.
Agencies and consultancies
Company-level records keep multi-contact processes in one place.
Frequently asked questions
Can I import my existing customer list?
Yes. Upload an Excel/CSV file, map the fields and import in bulk.
Do the assistants write into the CRM?
Yes. Everyone the voice, WhatsApp, chatbot and email assistants talk to is matched in the CRM, with conversation summaries stored on the card.
Can I define my own sales stages?
Yes. Stages, tags and custom fields can all be adapted to your process.
Can I control team permissions?
User roles decide who can see and edit which records.
Get customer knowledge out of the chaos
Import your contacts and set up your first pipeline today.
Related services
Automated Senders / Reminders
The right message, to the right person, at the right time - without you lifting a finger.
View detailsAI Voice Assistant
An AI that answers the phone, books appointments and writes the record into your CRM.
View detailsAI WhatsApp Assistant
Every WhatsApp message answered within seconds.
View details
