# Customer Contact Management for Small Business

Source: https://insertchat.com/product/crm

> 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.

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.

## One customer record

Collect the contact information your customer shares and keep it with their conversations.

## 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

1. **A customer reaches out.** A call, chat, text, email, or WhatsApp message starts a conversation in the shared inbox.
2. **The assistant collects the details.** It answers first, then asks for a name, number, or email when a booking or follow-up needs one.
3. **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.

## What information stays with a customer contact?

Keep 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.

## Can I connect my existing CRM?

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.

## How do contacts help with follow-up?

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.

## Related features

- [Shared inbox](https://insertchat.com/product/inbox)
- [Scheduling](https://insertchat.com/product/scheduling)
- [Website chat](https://insertchat.com/product/website)