One customer record, built from every conversation

Customer records that fill themselves in

Most contact databases are only as good as the last time someone typed into them. In Fellix, the record is built from the conversation: the AI collects name, email and phone as it talks to the customer, and each new conversation adds to the same record instead of creating another one.

A record holds the customer’s contact details, address, language and time zone, an AI summary of who they are, and the campaign source they came from.

Every channel, one history

A customer can write on WhatsApp today, reply to your Instagram story tomorrow and email next week. Fellix keeps their email, phone, WhatsApp, Instagram, Facebook and website identities on one record, so the whole history sits in one place and your team never asks for the same details twice.

When the same person does end up on two records, Fellix finds the likely duplicates and merges them, moving conversations, messages, calls, leads and appointments onto the record you keep.

From conversation to won deal

Leads move through new, qualified, won and lost, with a deal value attached, and conversations close as won or lost. Leads arrive from Meta lead ads, Click-to-WhatsApp and Click-to-Messenger ads, forms, booked meetings, or are added by your team.

Because the outcome is recorded on the same record as the conversation, the pipeline and attribution reports show which campaign, channel and conversation turned into revenue.

Works with the tools you already use

Fellix does not have to be the only place your customer data lives:

• Two-way contact sync with HubSpot.
• CSV and XLSX import for customers, and export for customers and conversations.
• Webhooks for customer, lead and conversation events, such as a new customer, a merge, a new lead or a won conversation.
• A public REST API for everything else.