Core Module • Customer 360° CRM

Complete context for every customer interaction

No more fragmented spreadsheets or missing customer history. OmniX connects identity, past conversations, orders, and tags right in your agents' workspace.

01

Unified Identity Resolution

Automatically link phone numbers, email addresses, and social handles under a single customer record. When a user contacts you via WhatsApp after emailing last week, your team sees the full history.

  • ✓ Automatic cross-channel contact deduplication
  • ✓ Chronological multi-channel interaction timeline
  • ✓ Quick search by phone, email, or company name
Unified Contact Card
MB
Marcus Bell
marcus@belltech.io • +1 415-555-0199
WhatsApp: +14155550199
Email: marcus@belltech.io
Shopify Customer ID: #891283
02

Custom CRM Properties & Smart Segmentation

Tailor contact profiles with custom fields: subscription plan, contract renewal date, preferred language, or lifetime value. Use these fields to build targeted broadcast lists and automated routing.

  • ✓ Text, numeric, dropdown, and date custom fields
  • ✓ Dynamic filter lists (e.g., "Active Users in UK with LTV > $500")
  • ✓ Instant CSV import and export with field mapping
Custom Attributes
TIER Platinum Enterprise
RENEWAL Dec 31, 2026
Fast 5-minute setup • No credit card required

Own your customer relationships

Centralize your customer data and turn every conversation into revenue.

Full access during trial
Official Meta WhatsApp API
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