How do I centralize customer data from multiple channels?
SendSeven's contact management automatically creates unified customer profiles from WhatsApp, SMS, Email, Instagram, Messenger, Live Chat, and Telegram. Unlimited custom fields, color-coded tags, smart segmentation, CSV import with field mapping, and GDPR-compliant double opt-in management. Every interaction across all channels is stored in one profile. Plans from EUR 49/month (Basic).
Stop Searching,Start Knowing.
Customer data scattered across spreadsheets, email inboxes, and phone notes? Bring every contact, every channel, and every conversation into one unified profile, so your team spends less time searching and more time selling.
- Import in minutes
- No credit card required
- 14-day free trial
The Spreadsheet Trap Every Growing Business Hits
It's Monday morning. A loyal customer calls about an order update. Your team member searches the shared inbox – nothing. Checks the Excel file – outdated. Opens WhatsApp on the company phone – there it is, buried in a chat from three weeks ago. Ten minutes lost, the customer frustrated.
For small and medium-sized businesses with 5 to 50 employees, this plays out dozens of times a day. Customer data lives in five different places: an Excel spreadsheet on someone's desktop, the shared inbox, personal phone contacts, sticky notes by the register, and scattered WhatsApp conversations. Nobody has the full picture.
The result: customers repeat themselves, follow-ups fall through the cracks, and your team wastes hours piecing together information that should be one click away. It's not a people problem – it's a systems problem.
One Profile, Every Touchpoint
SendSeven collects every customer interaction – WhatsApp, email, SMS, Telegram, Instagram, Messenger, Live Chat – and links it to a single contact profile. No manual data entry, no copy-paste between tools.
Here's how it works: A customer sends a WhatsApp message. SendSeven automatically creates their profile with name and phone number. Later they email you – the email address gets added to the same profile. Your team member tags them as 'Returning Customer' and adds a note. Next time anyone on your team opens that contact, they see the full picture: every message, every channel, every tag.
Importing your existing data takes minutes, not days. Upload a CSV from your spreadsheet, map the columns, and your contacts are in the system – ready for segmentation and targeted campaigns.
- 1Import or auto-createUpload a CSV or let contacts create automatically from messages
- 2Maintain profilesAssign channels, add tags, fill in custom fields
- 3Segment and reach outTarget the right customers on the right channel
Measurable Results
Businesses that centralize customer data see improvements in three core areas.
- < 5 sec
To find any customer's full history
One search, one profile – every channel, every message, every note.
- Zero
Duplicate contacts
Automatic matching by phone or email prevents double entries.
- +35%
Faster follow-ups
Complete context means your team responds with the right information instantly.
One Profile, Every Channel
No more switching between tools to piece together a customer's history. SendSeven links phone, email, WhatsApp, Telegram, Instagram, Messenger, and Live Chat to a single profile. Your team sees one person – not seven entries across five systems.
- Multiple contact methods per profile: phone, email, WhatsApp, Telegram, Instagram, Messenger, and more
- Primary method badges with 'last used' timestamps for each channel
- Auto-created from inbound messages – no manual data entry required
- Private notes and custom fields for internal context visible only to your team
Tags, Segments, Targeted Reach
Color-coded tags for instant classification. Custom fields for any data point your business needs. Dynamic segments that auto-update based on tags, fields, or behavior – your audiences stay fresh without manual maintenance.
- Color-coded tags for quick classification: VIP, Returning Customer, Support Priority
- Unlimited custom fields: text, numbers, dates, dropdowns, multi-select
- Dynamic segments that auto-update as contact data changes
- Use segments for targeted campaigns, filtered views, or GDPR-compliant exports
Full History, Zero Guesswork
Every WhatsApp message, every email, every live chat – chronologically on the contact profile. Your team never asks 'has anyone talked to this customer before?' again. Complete context for every interaction.
- Full conversation history across all channels in one timeline
- Link click analytics with timestamps and tracked URLs per contact
- Recent tickets with IDs, dates, and resolution status
- Subscription changes with opt-in/opt-out audit trail for compliance
Import Once, Enrich Forever
Upload your existing CSV data in minutes – visual field mapping makes it painless. After import, assign new channels like WhatsApp or Telegram to contact profiles and add tags or custom fields as needed.
- CSV import with visual field mapping – match columns to contact fields in clicks
- Duplicate detection by phone or email prevents messy data from day one
- Bulk operations: tag, update, or export contacts in batch – no one-by-one clicking
- Assign channels, tags, and custom fields to contacts as needed
ROI in Numbers
- of work time saved by eliminating data search
- 30%
- Forrester Consulting
- sales growth with customer data insights
- +85%
- McKinsey & Company
- avg. annual cost of poor data quality
- €12.9M
- Gartner Research
- revenue lost to data silos each year
- 20–30%
- IDC Market Research
How It Works
From scattered data to a unified contact database in three steps.
- 01 · 5 min
Import Your Contacts
Upload a CSV file. Visual field mapping matches your columns to SendSeven fields – including custom fields and tags.
- 02 · 2 min
Connect Your Channels
Link WhatsApp, email, Telegram, Live Chat, and more. Assign new channels to existing contact profiles as needed.
- 03 · Anytime
Segment and Reach Out
Create dynamic segments based on tags, custom fields, or behavior. Launch targeted campaigns on the channel each customer prefers.
For Developers & Power Users
Step-by-step guides for setup via the dashboard or API.
Platform Guide: Step by Step
Manage contacts and their data:
- 1
Define Custom Fields
Go to Settings > Custom Fields. Create fields like "Customer Tier", "Account ID", or "Preferred Language" with types (text, number, date, dropdown).
- 2
View Contact Profile
In Conversations, click on a contact name to open their profile. View all custom fields, tags, and conversation history.
- 3
Edit Contact Data
Click "Edit" on the contact profile to update fields. Changes are saved immediately and visible in all conversations.
- 4
Add Tags
Use tags to categorize contacts (e.g., "VIP", "Enterprise", "At Risk"). Filter contacts by tags in the Contacts list.
- 5
View Conversation History
Scroll down in the contact profile to see all past conversations across all channels.
API Reference: Developer Access
Manage contacts and custom fields via API.
| Method | Path | Description |
|---|---|---|
| GET | /api/v1/contacts | List contacts with filters |
| POST | /api/v1/contacts | Create a new contact |
| PATCH | /api/v1/contacts/{id} | Update contact fields |
| GET | /api/v1/custom-fields/definitions | List custom field definitions |
const response = await fetch('https://api.sendseven.com/api/v1/contacts', {
method: 'POST',
headers: {
'Authorization': 'Bearer YOUR_API_TOKEN',
'X-Tenant-ID': 'YOUR_TENANT_ID',
'Content-Type': 'application/json'
},
body: JSON.stringify({
name: 'John Doe',
email: '[email protected]',
phone: '+1234567890',
custom_fields: {
customer_tier: 'enterprise',
account_id: 'ACC-12345'
},
tags: ['VIP', 'Enterprise']
})
});
const contact = await response.json();
console.log('Contact created:', contact.id);const response = await fetch(
'https://api.sendseven.com/api/v1/contacts/contact_123',
{
method: 'PATCH',
headers: {
'Authorization': 'Bearer YOUR_API_TOKEN',
'X-Tenant-ID': 'YOUR_TENANT_ID',
'Content-Type': 'application/json'
},
body: JSON.stringify({
custom_fields: {
last_purchase_date: '2025-01-15',
lifetime_value: 5000
},
tags: ['VIP', 'Repeat Customer']
})
}
);
const contact = await response.json();
console.log('Updated contact:', contact.name);Frequently Asked Questions
Can I import existing contacts?
What happens when a customer contacts us on a new channel?
How does segmentation work?
Is contact management GDPR-compliant?
Do contacts get created automatically?
What does contact management cost?
Stop Searching. Start Knowing.
Import your contacts, connect your channels, and give your team the full picture – one profile, every customer, every channel.