CRM & sales · Customer Interaction Tracking
Anyone on the team can pick up where the last person left off
KztOne records interactions as activities on the contact, company, lead, deal, order or invoice they concern, with direction, time and who handled them.
- Included in
- Free plan and above
- Status
- Available now
- Module
- CRM & sales
- Trial
- Included in the 7-day trial
Automatic where possible
WhatsApp messages through WhatsApp Mark, emails sent from KztOne, invoice sends and workflow actions are logged without anyone typing. Calls and meetings are logged with a quick form.
- WhatsApp and email logged automatically
- Quick call and meeting logging with outcome
- Workflow and AI actions recorded as system activities
On the right record
An activity can concern several things at once, for example a call about a specific invoice. It appears on the contact and on the invoice.
- Linked to contact and subject record
- Internal notes separate from customer-facing messages
- @mentions to colleagues
Measured
Reports show interactions per rep, response times and the last contact date for every customer, so neglected accounts are visible.
- Activities per person and per week
- Last-contact ageing
- Response time on WhatsApp and email
What you get
- Continuity
- Handovers lose nothing.
- Less typing
- Most interactions are logged by the system.
- Accountability
- Activity levels and response times are measurable.
Questions
- Are incoming emails logged?
- Emails sent from KztOne are logged today. Two-way email sync with Gmail and Google Workspace is coming soon; until then, replies can be logged manually.
- Can I log a call from my phone?
- Yes. Open the contact on your phone and tap Log call; the mobile app will add automatic call detection.
- Can activities trigger workflows?
- Yes. For example, a lead with no activity for 3 days can trigger a reminder to its owner.
- Which KztOne plan includes customer interaction tracking?
- Customer Interaction Tracking is included in every plan, including Free. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
CRM & Contact Management
A CRM that knows what each customer bought, paid and said, across WhatsApp, email and your website. Contacts, companies, pipelines and automation in one place.
WhatsApp Inbox & AI Auto-Reply
Give your whole team one WhatsApp inbox on your business number. Assign chats, use quick replies, and let an AI trained on your business answer questions.
Customer Support Tickets
Turn WhatsApp messages, emails and portal requests into tickets with owners, priorities and response targets. Support history lives on the customer record.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.