CRM & Campaigns
A CRM that fills itself in — one conversation at a time
No data entry, no sync jobs. Every chat, call and review automatically builds a contact with channel identities, tags, notes and consent — ready to segment, ready to reach.
Contact intelligence
Know who’s asking before you answer
One person, every identity
The same customer on WhatsApp, Instagram and email is one contact — channel identities stitched together, duplicates merged with a click.
Custom fields, typed
Order numbers, plan tiers, birthdays, branch preferences — define typed fields once and they appear on profiles, filters and imports.
Segments that stay fresh
"VIPs in Berlin who bought in the last 90 days" — build it once, it updates itself as tags, fields and behavior change.
Import without the mess
Bring your list as CSV with field mapping, validation and duplicate detection — your history doesn’t start at zero.
Visitors become customers
Anonymous website visitors are tracked from first page view and stitched to the contact the moment they say hello.
AI memory
Wiz remembers preferences customers mention — sizes, allergies, delivery notes — and uses them the next time, automatically.
Campaigns
Reach people where they actually read
Email open rates are a coin flip. WhatsApp messages get read. ConnectWiz sends approved template broadcasts on WhatsApp, plus classic email and SMS campaigns — from the same segments, with the same consent rules.
- WhatsApp template broadcasts with per-recipient delivery status
- Email campaigns with audiences, templates and merge fields
- SMS campaigns through your own provider account
- Replies land in the inbox — campaigns start conversations, not dead ends
Consent-first marketing
Permission isn’t paperwork. It’s the product.
Most platforms bolt consent on. ConnectWiz builds every campaign on top of it — so you never message someone who said no, in any jurisdiction.
- Opt-in and opt-out records per contact and per channel
- "Stop" keywords honored instantly — campaigns skip revoked contacts
- İYS (Türkiye’s national consent registry) integration built in
- GDPR data export and verified deletion workflows
Beyond the inbox
The toolkit around the conversation
Bookings
Appointment types, calendar links and availability — Wiz books slots mid-conversation, humans confirm at a glance.
Forms
Collect structured info — lead details, RMA requests, applications — inside the chat, saved straight to the contact.
Data tables
Lightweight records — orders, tickets, custom lists — that Wiz can read and write during conversations.
Webhooks & API
Signed webhooks out, REST API in. Wire ConnectWiz into your stack without asking us for permission.
Pipeline & leads
From ad click to won — with the ad platform told the truth
Leads from five ad platforms
Messenger, Instagram, LinkedIn, TikTok and Google Ads lead forms land with campaign, ad and form names attached — full answers included, historical backfill supported.
Pipelines with real stages
Multiple pipelines, ordered stages with win probabilities, deals carrying value and currency, a board with per-stage totals — and honest wording: stages change by a click, not drag-and-drop (yet).
Wins report back to the ad
Move a deal into a mapped stage and the conversion event fires; win it and a Purchase with real value reports to Meta’s Conversions API — closing the loop the ad platform never sees from a spreadsheet CRM. A valueless deal sends nothing, never a fake zero.
Tasks with an overdue truth
Tasks attach to contacts and deals with due dates, assignment and a mine/everyone inbox where "overdue" is computed server-side — two screens can’t disagree about what’s late.
Segments that never go stale
Saved segments store the criteria, not the membership — applying one re-runs the live query, so "VIPs, last 90 days" means today’s truth, not last month’s snapshot.
Import built for real lists
CSV and Excel with duplicate-safe matching (email first, then normalized phone), streaming memory use, progress you can watch — and a preview that can promote an unknown column into a new custom field on the spot.
AI in the CRM
The assistant reads your CRM. It never writes it.
A standing design rule, not a missing feature: an AI that can misread a balance is the cheap rehearsal for one that books the wrong appointment. Reads are identity-locked; writes stay human.
Identity-locked lookups
Wiz can read this customer’s own appointments, orders, balance and documents — the customer reference comes from the conversation itself, never from the model’s imagination.
Per-contact memory
Durable facts auto-extracted from all of a contact’s conversations, injected into the AI’s context — with collection and use gated separately, behind a tenant master switch.
Handover notes, factual
AI conversation notes record what was asked and what’s open — the prompt forbids personality reads, and the whole feature ships off by default.
Leads greeted as leads
An ad-form lead’s campaign and answers ride into the AI’s context, so the assistant never greets a warm lead like a cold walk-in.
Also stated plainly: there’s no lead scoring, no churn prediction and no third-party data enrichment here — and a bulk contacts export isn’t built yet (consent trails, submissions, tables and conversations all export). Where a competitor’s page would blur that, ours writes it down.
Your customer list is already writing itself.
Start free — every conversation from day one becomes CRM data you own.