CRM
Customers as a first-class object, not a row in a spreadsheet.
The CRM module is where every other module’s output lands. A voice note about a complaint, a LINE chat about a quotation, a project milestone — they all attach to the customer record so that the next person opening the file is fully in the picture.
What it solves
Sales teams lose context between calls. The classic failure mode: rep A takes a call on Tuesday, rep B picks it up on Friday, and the customer has to re-explain. CRM remembers for them.
The customer should never re-explain themselves.
How it composes
CRM is the spine. The other modules — Voice Summary, Chat Summary, Projects, Sales — write to it. You can use them independently, but together they remove the manual re-typing that ERPs usually demand.
Unified customer record
Contacts, partners, projects, voice notes, chat summaries and tasks live on a single record. Your account manager sees the last call, the open deal, and tomorrow's follow-up in one screen.
AI-summarized history
Every voice note and LINE conversation rolls up into a customer-level summary. New rep on the account? They are caught up in two minutes.
Quick notes from the list
Add a note from the customer list — no detail-page round-trip. Mobile-first, optimised for the field.
Company + contact split
Track the legal entity (`partner_name`) separately from the human you talk to (`contact_name`). Multiple contacts per company, no data smush.
Voice Summary
Record once. Search the spoken word forever.
See the moduleAI Chat Summary
LINE conversations become a clean ledger of what was actually agreed.
See the moduleProjects
The work, the people, and the conversations — on one timeline.
See the moduleDoes the CRM replace LINE OA or Google Contacts?
No. It captures from them. LINE conversations are mirrored as Chat Summaries; Google contacts can be imported once at onboarding.
Is customer data isolated per organisation?
Yes. Every record is tenant-scoped at the database layer, not just at the API. A query for tenant A literally cannot return tenant B's data.
Can I edit customer fields from a voice note?
Yes — the right-side AI panel can read, write, and adjust customer fields based on the conversation it just summarised.