UNIFIED INBOX + CRM

Every channel. Every contact. One working view.

Bring Instagram, Personal WhatsApp, WABA, and Live Chat into one Inbox. AI and people can work the same conversation while CRM context stays attached to the customer.

Unified Inbox included on Free · 1 seat
4 channel typesAI + humanSearchable historyCRM context
ONE CONVERSATION RECORD

The channel changes. The context does not.

A lead can arrive from Instagram, WhatsApp, or your website. Dealism keeps the source visible and the history continuous.

01

See the source

Channel markers make Instagram, WhatsApp, WABA, and Live Chat contacts easy to distinguish.

02

Open the full history

Search and review customer messages, AI replies, human replies, and shared media.

03

Choose the operator

Switch the contact between Autopilot, Copilot, and human control.

04

Keep the next step

Use notes, reminders, tags, and conversation summaries to preserve operational context.

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INBOX + CRM

Conversations become customer assets.

01

Channel aggregation

Instagram, Personal WhatsApp, WABA, and Live Chat in one workspace.

02

Contact filters

Find conversations by source, status, tag, custom field, or segment.

03

Internal notes

Keep human context beside the conversation without sending it to the customer.

04

History and search

Review earlier messages and find the detail behind the current question.

05

Rich media

Keep supported images, files, and other message formats with the thread.

06

CRM export

Export customer data on eligible plans for downstream workflows.

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CONTEXT READY

A human should never enter a cold handoff.

DealOnca summarizes what the customer needs, what already happened, and what should happen next. The same view keeps the channel, contact record, tags, and conversation together.

  • Conversation summary
  • Channel source and status
  • Tags and custom fields
  • Recommended next action
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ONE WORKING VIEW

Spend time on the conversation — not reconstructing it.

The Inbox gives a small team the operating context normally scattered across channel apps, spreadsheets, and memory.

VISIBILITY

Know which channel started it

Instagram, Personal WhatsApp, WABA, and Live Chat stay clearly marked.

OWNERSHIP

Know who is answering

Move a contact between Autopilot, Copilot, and human control.

MEMORY

Know what already happened

Messages, notes, tags, fields, media, and summaries stay with the contact.

ACTION

Know what to do next

Continue from the summary instead of rereading the whole conversation.

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PRODUCTS · UNIFIED-INBOX

Start the first real conversation loop today.

Open your Dealism Inbox →