Explore the demo
One customer record
Collect the contact information your customer shares and keep it with their conversations.
Contacts
Customer contact management that updates itself from every conversation.
Your AI assistant saves each customer’s details from calls, chats, texts, and emails. Your team sees the history, open tasks, and next appointment in one record.
Plans from $98 per month · 7-day free trial
Customer contact management in InsertChat keeps each person’s details, conversation history, notes, tasks, and appointments in one record. The AI assistant saves contacts from calls, chats, texts, and emails as it collects their details and records where each lead came from, so your team follows up with the whole history in view.
InsertChat / ContactsOpen full demo 
Remember the useful details
Review customer memories and notes so preferences do not disappear after a call.
Follow through
Track tasks and appointments connected to the people your business serves.
How contacts fill themselves in
01
A customer reaches out
A call, chat, text, email, or WhatsApp message starts a conversation in the shared inbox.
02
The assistant collects the details
It answers first, then asks for a name, number, or email when a booking or follow-up needs one.
03
Your team follows up
The contact shows the conversation, lead source, tasks, and appointments, so whoever follows up starts informed.
How are contacts created?
The assistant saves a contact when a customer shares a name, phone number, or email that a booking or follow-up needs. Your team can add and edit contacts, attach notes and tasks, and export or delete records.
Can I see where a contact came from?
Yes. The contact keeps the landing page and referrer from a website chat, the campaign and source from tracking links, and the number a caller dialed, so teammates know what brought the customer in before they reply.
Does InsertChat replace my CRM?
It can serve as the contact list for your front desk. If you already use HubSpot or Zoho, connect it and the assistant can create or update records there during a conversation, with the permissions you choose. There is no background sync between the two.
What does a contact record show?
The name, phone, email, company, language, and location the customer shared; every linked conversation across channels, newest first; scheduled tasks with due dates; upcoming and past appointments, including no-shows; and where the lead came from. Search by name, phone, email, or company to find anyone.
How is this different from contact management software?
Contact management tools wait for someone to type the details in. InsertChat’s assistant collects them during the conversation, before a booking or follow-up needs them, and links the call transcript or chat to the record. Your team’s time goes into the follow-up.
How much does contact management cost?
Contacts come with every paid plan, starting at $98 per month for Pro. Pricing is per plan, not per contact; plans differ in team seats, assistants, and stored conversation history. New customers can try Pro free for 7 days.
Connect the rest of your front desk
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inbox
Scheduling
Your front desk offers open times, books the one the customer picks, and moves or cancels it later, on calls, website chat, and texts. Every booking stays linked to the customer and the conversation.
Explore Scheduling
Website chat
Add an AI assistant to the site you already have. It answers visitors from your pages and documents, saves leads, books appointments, and hands the chat to a person when it needs one.
Explore Website chatKeep the contact details the customer shares alongside conversation history, notes, preferences, and related appointments. Your team can use this context when continuing a request or following up.
InsertChat includes customer contacts in its workspace and connects to HubSpot, Zoho CRM, and Microsoft Dynamics 365 through the app catalog. The assistant can create or update records there during a conversation, within the permissions you enable.
The team can review what the customer asked, the details already collected, and related tasks or appointments. Internal notes help preserve information intended for teammates.
Facts last reviewed .
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