Is KlyoChat a full CRM?

It's CRM-lite, built for DMs. You get one merged contact record, six system fields, ten custom field types, tags, per-channel consent tracking and dynamic segments — enough to segment, personalize and follow up without a separate tool. What you won't find is heavy sales-pipeline forecasting; if you need that later, your contacts and custom fields export cleanly.

How do people become contacts in KlyoChat?

Automatically. Every person who messages a connected channel becomes a contact with no form and no import step — KlyoChat attaches their conversation history, channel, tags and any custom fields you've defined. If it recognizes the same person from another channel, it merges them into the existing record instead of creating a duplicate.

How does one contact work across different channels?

When the same person messages you on more than one channel and KlyoChat can identify them, their conversations and history merge into a single record — so an Instagram lead who later writes on WhatsApp isn't a brand-new card. You see every channel, every past thread, and every custom field in one place.

What can I segment contacts by?

Any field, system or custom. Stack rules like channel is Instagram, tag includes VIP, last active within 30 days, and consent is opted-in, matched with all or any. Segments are dynamic — they re-evaluate as contacts change, so the group is always current when you point a broadcast or flow at it.

Do segments update automatically, and can contacts be tagged by behavior?

Yes to both. Dynamic segments are rules, not frozen lists, so they re-evaluate the moment a contact changes — a lead who opts in on WhatsApp drops in automatically, and someone who goes quiet for 60 days falls out. Contacts can also be tagged automatically from your flows based on what they do, and those tags feed straight back into segments.

What custom field types can I add to a contact?

Six system fields — name, channel, tags, consent and more — come built in. On top of them you add custom fields in ten types (text, number, date, dropdown, boolean, URL and others), and flip any of them to show inline in the inbox, so you track the business data you actually run on without a developer or an external CRM.

Can I message a segment directly, or trigger a flow from it?

Yes — point a broadcast or a flow straight at a segment and only that group receives it. Because segments are dynamic, the audience is recomputed at send time, so you're never messaging a stale list you exported last week.

How is consent and opt-in tracked across channels?

Opt-in and opt-out are stored per person, per channel, right on the contact. Segments and broadcasts read that state at send time, so a WhatsApp send respects Meta's 24-hour window and template rules by default — consent is part of the contact model, not a separate checklist you have to remember.

Is my contact data collected through the official Instagram and WhatsApp APIs?

Yes. KlyoChat connects through the official Instagram, Messenger, Telegram and WhatsApp Business APIs, so contacts are built only from conversations you're authorized to receive — no scraping and no logged-in-human automation that puts your account at risk. Data is encrypted at rest, access is role-scoped, and every change is audit-logged.

How is this different from ManyChat's contacts and custom fields?

ManyChat stores tags, custom fields and system fields, but reviewers note it 'isn't a full CRM' — the fields are flat and there's no merged cross-channel record, so many teams bolt on Zapier and a separate CRM. KlyoChat keeps one merged contact per person across Instagram, Messenger, Telegram and WhatsApp, with per-channel consent and dynamic segments built in. Feature tiers change often on both sides, so check current pricing and limits before you decide.

How does it compare to Respond.io, Intercom, or a full CRM like HubSpot?

Respond.io and Intercom lean toward larger support and sales orgs and price accordingly, while HubSpot and Salesforce are full pipeline CRMs that are heavier than most DM teams need. KlyoChat is deliberately CRM-lite — merged contacts, custom fields and segments sized for messaging, not deal forecasting — and your data exports cleanly if you outgrow it. Positioning and pricing shift regularly, so check each tool's current plans against your use case.

Can I import my existing contacts from ManyChat or a spreadsheet?

Yes. Connect your channels and live conversations start creating contacts right away; existing contacts and custom fields import by file, so nothing is stranded in your old tool. Most teams migrating from ManyChat are up and running in an afternoon, and we'll help with the flow rebuild.

Can I export my contacts and custom fields if I outgrow KlyoChat?

Yes. Your contacts and custom fields export cleanly at any time, and the Business plan adds a public API and webhooks for ongoing sync. CRM-lite shouldn't mean locked-in — if you graduate to a heavier pipeline tool, your data comes with you.

Which plan includes Contacts & CRM, and how fast is setup?

Contact records, custom fields and dynamic segments are part of the core product, with higher segment and volume allowances on the Pro and Business tiers. Setup is a matter of minutes — connect a channel and contacts start populating themselves — and every plan starts with a 7-day free trial. Check current plan limits for exact allowances.

Does it connect to Shopify or my external CRM?

Shopify and WooCommerce integrations are available on the Business plan, which also unlocks a public API and webhooks for pushing contact and custom-field data to an external CRM or warehouse. There's no native two-way HubSpot or Salesforce sync today, so you'd wire that through the API or a tool like Zapier — check current plan limits for exact integration availability.

Contacts & CRM

Every DM becomes a contact you actually know.

Q: Can my team see customer details while replying?

Yes. Every custom field has a per-field inbox toggle, so you choose which details show right in the conversation panel — plan tier, last order, renewal date — and the agent replies with full context instead of digging through a spreadsheet.

KlyoChat merges each person into one contact record across Instagram, Messenger, Telegram and WhatsApp — six system fields, ten custom field types, and dynamic segments that rebuild themselves. CRM-lite, built for the way DMs actually work.

Start free trial See pricing

contacts · 10 people

Showing 10 of 10 contacts

Match

Click a contact to open
their full record.

Add filter rules to build a live segment — then click any contact to open their full record.

Live now

What is Contacts & CRM?

Contacts & CRM is the lightweight contact database KlyoChat builds automatically from your DMs — one merged record per person across Instagram, Messenger, Telegram and WhatsApp, instead of a separate card on every channel. Each contact carries six system fields plus up to ten custom field types (plan tier, order number, renewal date), tracks opt-in consent per channel, and feeds dynamic segments that re-evaluate the moment a contact changes. It is CRM-lite on purpose: enough structure to segment, personalize and follow up, without the sales-pipeline weight of a HubSpot or Salesforce.

6 + 10

System fields, plus custom field types, on every contact

Merged record per person across Instagram, Messenger, Telegram & WhatsApp

Live

Dynamic segments re-evaluate the moment a contact changes

Results teams see

What Contacts & CRM changes

70%

faster first response with contact fields inline in the inbox

1 tool

instead of ManyChat plus a bolted-on external CRM

duplicate cards when a lead switches channels

<1 min

to build a live segment from stacked rules

How it works

From scattered DMs to a targeted segment in four moves

Every dynamic segment compiles to a portable rule set — match all or any, across system and custom fields, re-evaluated whenever a contact changes.

Connect your channels

Every conversation flows in, and KlyoChat merges the same person across Instagram, Messenger, Telegram and WhatsApp into one contact — no duplicate cards, no lost history.

Add the fields that matter to you

Six system fields come built in. Layer on up to ten custom field types — plan tier, lifetime value, order number, renewal date — and choose which ones show inline in the inbox.

Build a segment with rules, not lists

Stack conditions like channel, tag, last active and consent, matched with all or any. The segment updates itself as contacts change — no re-exporting, no stale spreadsheet.

Message the exact group

Point a broadcast or flow straight at the segment. Opt-in is tracked per channel, so every send respects the Meta 24-hour window by default.

123456789101112{  "segment": "vip_ig_warm",  "name": "VIP · Instagram · active < 30d",  "type": "dynamic",  "match": "all",  "rules": [    { "field": "channel",           "op": "is",          "value": "instagram" },    { "field": "tags",              "op": "includes",    "value": "vip" },    { "field": "last_active_at",    "op": "within_days", "value": 30 },    { "field": "consent.instagram", "op": "equals",      "value": "opted_in" }  ]}

What you get

Everything in Contacts & CRM

One person, not five duplicate cards

The same customer might DM you on Instagram this week and WhatsApp the next. KlyoChat recognizes them and keeps it a single record — one profile, one history, every past thread in view. Your agents never restart from a blank card, and IG-only CRMs that can't see the WhatsApp side simply can't do this.

The right context, inline while you reply

Per-field inbox visibility lets you flip any custom field into the conversation panel — plan tier, last order, renewal date. The agent answering a DM sees exactly what matters beside the thread, instead of alt-tabbing to a spreadsheet or a separate CRM to work out who they're even talking to.

Segments that never go stale

Dynamic segments are rules, not frozen lists. A lead who opts in on WhatsApp drops into the group automatically; a customer who goes quiet for 60 days falls out. There's no CSV to re-export and no spreadsheet that quietly stops getting updated after the first busy week.

Six system fields, ten types to make it yours

Name, channel, tags and consent are built in. On top of them you add custom fields in ten types — text, number, date, dropdown, boolean, URL and more — to track the business data you actually run on. No developer, no external CRM, no waiting on a roadmap.

Consent lives on the contact, per channel

Opt-in and opt-out are tracked per person, per channel, right on the record. Segments and broadcasts read that state at send time, so you respect the Meta 24-hour window and template rules by default. Compliance is part of the contact model, not a checkbox bolted on later.

CRM-lite, on purpose

This is a contact system sized for DMs: enough structure to segment, personalize and follow up, none of the pipeline-forecasting weight teams wire up and abandon. Reviewers say ManyChat stores fields but 'isn't a full CRM' and push you to a second tool — KlyoChat is the middle that's genuinely enough, and your data exports cleanly if you ever outgrow it.

Works across your channels

One feature, every platform you're on

New channels arrive as adapters, not rewrites — so this works the same wherever your customers message you.

TelegramLiveFacebookLiveInstagramLiveWhatsAppIn rolloutTikTokComing soonX (Twitter)Coming soon

Keep exploring

Pairs well with

Broadcasts & Scheduling

Reach the right contacts at the right time.

Target by group or dynamic segment, schedule sends, and stay compliant by default.

Learn more

Unified Inbox

Every channel in one calm feed.

Assign, snooze, tag, and resolve conversations from every channel without switching tabs.

Learn more

No-code Automation

Triggers, conditions, actions — drag and done.

Build comment-to-DM funnels and auto-replies on a visual canvas, from prebuilt templates.

Learn more

All features

FAQ

Common questions

Ready to run every conversation from one calm inbox?

Start your free trial. No credit card. Connect your first channel in under a minute.

Start free trial Talk to sales