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Every contact, in context.

Customers, leads and everything they have done with you on one record — details, addresses, orders and the projects they are saving to. Contact details stay masked until someone on your team needs them.

The shift

Your customers are spread across inboxes.

  1. 01

    Contacts live in five places.

    A form fill in one inbox, an order in the store, a phone call in someone’s notebook. Nobody can see the whole customer, so nobody acts on it.

  2. 02

    Activity disappears.

    A customer saves three products to a project and goes quiet. Without the activity on the record, that intent never reaches the person who could close it.

  3. 03

    Customer data is over-exposed.

    Spreadsheets of emails and addresses get shared, exported and forgotten. The details your team needs should be one click away — not on every screen.

Neural Core: a customer record with masked email, shipping and billing addresses, notes and order status.Core on a phone: a customer’s activity feed, each saved product tagged with the project it went to.
01One record per customer, details masked by default.02What they saved, and to which project, as it happens.

What's built in

One record, everything on it.

  • Customer & contact records

    Customers and leads in one place, each with the details, addresses and history your team needs to pick up the conversation.

  • Activity as it happens

    Saved products, project activity and orders land on the record as they happen — so the next step is obvious.

  • Masked by default

    Emails and addresses stay masked on screen. A team member reveals or copies a detail when they need it, not before.

  • Projects on the record

    See which project each saved product went to, and who the customer is planning with.

    Accounts & Projects →
  • Orders alongside

    Order status and history sit on the same record, so service and sales see the same customer.

    Orders & Retention →
  • Context your agents can use

    The same record gives Core’s agents the context to draft a reply or a follow-up — and a person decides what goes out.

Questions

Asked before you ask.

Is this a replacement for our CRM?

It can be the customer record for your storefront and showroom on its own, or sit alongside the CRM you already use. Either way, the activity from your store lands in one place.

Who can see customer contact details?

Details are masked on screen by default. Someone on your team reveals or copies one when they need it, so emails and addresses are not on display for everyone.

Keep exploring

More in Neural Core.