# Customer Contacts & Conversation History

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

> Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.

## 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.

## 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 supports CRM connections such as HubSpot through the app catalog. Available external CRM actions depend on the connection and 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)