NewCRM

The CRM that fills itself in.

Every person who messages your business becomes a contact — automatically. AssistantLabs CRM turns your conversations into an organized customer database: contacts, companies, segments, and outreach, all kept current without a single form to fill out.

Start now Built from conversations you already have
No manual data entry One record per customer
WhatsApp
DL
Dana Levi
+972 · WhatsApp·Customer since Mar 2025
14
Conversations
6
Orders
₪2.1k
Lifetime
CompanyBloom Studio Auto
Last topicRebooking · curtain bangs Auto
LabelsVIPRepeatTel Aviv

How it works

You don't build the database. It builds itself.

A traditional CRM is only as good as what you remember to type in. This one reads from the conversations your AI agents are already having — so it's complete, current, and never a chore.

Someone messages

A chat comes in

On WhatsApp, Instagram, or Messenger — your agent handles it.

A record appears

Contact created

Name, channel, and history captured — no form, no import.

It stays current

Kept up to date

Every new chat updates the record — topics, orders, labels.

You act on it

Segment & reach out

Group customers and send the right message to the right people.

Reads your conversation data — never changes it.

Contacts

Every customer, in one place — finally.

One clean list of everyone who's ever contacted you, across every channel. Search by name, filter by label, and open a record to see the whole relationship: conversations, orders, topics, and the details the agent picked up along the way.

  • Unified across WhatsApp, Instagram & Messenger
  • Search, labels, and bulk actions
  • A full record that fills in on its own
Contacts1,284
Search contacts…
AllVIPRepeatLead
DL
Dana Levi
VIP · Bloom Studio · 2h ago
WhatsApp
RM
Roni Mizrahi
Lead · asked about pricing · 5h ago
Instagram
YK
Yael Cohen
Repeat · 6 orders · yesterday
Messenger
AB
Avi Bar
New · first message · yesterday
WhatsApp

Segments & Companies

Group your people the way you think about them.

Slice your contacts into segments — VIPs, lapsed customers, this month's leads — and roll them up into companies and customers. Segments stay live: as records update, people move in and out on their own, so a segment is always who it says it is.

  • Live segments that update themselves
  • Companies & customers group your contacts
  • Every segment is ready to message
VIP customers
Lifetime over ₪1,500
86 people
Lapsed · 60+ days
No message in 2 months
213 people
New leads · July
First contact this month
47 people
Bloom Studio
Company · 12 contacts
12 people

Broadcasts

Reach a whole segment in one message.

Pick a segment, write the message once, and send it out on the channel each person already uses. Announce a promotion to VIPs, win back the lapsed, or follow up with this month's leads — right from the same place their records live.

  • Send to any segment on their own channel
  • Replies land back in the same conversation
  • Your agent can pick up the thread from there
New broadcastDraft
Lapsed · 60+ days
213 recipients
WhatsApp
Hi {name} — it's been a while. Here's 15% off your next visit at Bloom Studio, just reply to book.
Send to 213Schedule

CRM Agent

An agent that knows its way around your CRM.

Not sure how to slice your contacts, or what to say to win back the lapsed? Ask the CRM agent. It thinks it through with you — proposing segments, drafting outreach, and answering "how do I…" so you're never stuck in front of an empty screen.

  • "Help me segment my contacts"
  • "Draft an outreach message"
  • Proposals land in your settings for one-tap review
CRM Agent
Ready
Hi — I'm your CRM agent
I know my way around the CRM. What are you trying to get done?
Help me segment my contacts
Draft an outreach message
or ask
What can you do?How do segments work?How do I import contacts?

Record layout

The record page lays itself out around your business.

A salon tracks different things than a law firm — so the CRM shapes each record to match. When you connect your agent's knowledge, it lays out the contact and company pages around what your business actually tracks: the right fields, cards, and stat tiles, ready to use.

  • Laid out automatically from your agent's knowledge
  • The fields your business tracks — and not the ones it doesn't
  • Sensible layout presets, tuned to your business
Profile
Recent conversations
Stats
14
Chats
₪2.1k
Lifetime
Added from your knowledge

One platform, one customer record

The CRM is the memory the whole platform shares.

Marketing brings people in, Agents talk to them, Sales nurtures, Helpdesk supports — and every one of them reads and writes to the same contact record. No exports, no duplicate profiles. One customer, one history, everywhere.

Marketing

Brings new people in.

Explore →

Agents

Talk to them, and create the record.

Explore →

CRM

Holds the one shared record everyone uses.

This product

Sales

Nurtures and wins repeat business.

Explore →

Helpdesk

Supports with the full history in view.

Explore →

What you get

A customer database that's actually complete.

Because it fills itself in, nothing slips through — the contact you forgot to add is already there.

Contacts captured
1,284
+47 this month
Entered by hand
0
it fills itself
Live segments
9
always current
Channels unified
3
one record each

FAQ

Questions, answered.

Everything you need to know about a CRM that keeps itself up to date.

Ask us on WhatsApp
How does the CRM fill itself in?
Every time someone messages your business, your AI agent is already handling the conversation. The CRM reads from those conversations and turns them into contact records — name, channel, history, topics, orders — so the database builds itself as you talk to customers. No forms, no imports.
Which channels does it cover?
WhatsApp, Instagram, and Messenger today — every conversation across them rolls up into one record per customer, so you never chase the same person across three inboxes.
Does it change my conversation data?
No. The CRM only reads your conversations to build and update records — it never edits or deletes the underlying chats. Your source of truth stays exactly as it is.
What are live segments?
A segment is a group defined by a rule — VIPs over ₪1,500 lifetime, customers who haven't messaged in 60 days, this month's new leads. As records update, people move in and out on their own, so a segment is always current without you re-running anything.
Can I message a whole segment at once?
Yes. Pick a segment, write the message once, and broadcast it on the channel each person already uses. Replies land back in the same conversation, where your agent can pick up the thread.
Can I customize what a record looks like?
Yes — the record designer lets you drag cards, fields, and stat tiles into place, and add custom fields for what your business actually tracks. Start from a layout preset, then make it yours. What you design is what your team sees.
How does it fit with the rest of AssistantLabs?
The CRM is the shared memory of the whole platform. Marketing, Agents, Sales, and Helpdesk all read and write to the same contact record — no exports, no duplicate profiles. One customer, one history, everywhere.
What does it cost?
The CRM is part of the AssistantLabs platform and works with the agents you already run. See pricing for plan details. See pricing

Your customer database is already half-written.

Turn on the CRM and every conversation you've had starts becoming an organized, up-to-date record — no import, no data entry.

Start now Works with the agents you already run