Customer context that follows every conversation
A lightweight CRM built into your support platform: unified profiles, identities, and history across every channel, governed for AI use.
Sarah Chen
Acme Co · Pro
LTV
$4,210
What CRM does
Unified profiles
Contacts and companies live in one data model alongside tickets and conversations. Every interaction, note, and consent record is attached to the right profile automatically.
Identity resolution
Match a customer across email, web chat, and other channels into a single profile, so an agent or the AI always sees the full relationship, not a fragment.
Merge without losing history
Combine duplicate contacts with a merge that preserves the complete history, and reverse it cleanly with unmerge if you ever need to.
Segments and custom fields
Build segments with a no-code rule builder and capture the attributes that matter to your business with custom fields, then use them in routing and workflows.
Consent and GDPR tools
Track consent on each contact and handle data subject requests with built-in tooling, so privacy obligations live next to the data they govern.
Governed AI context
The AI agent and copilot draw on profile context within explicit guardrails, so personalization never means handing the model unbounded access to customer data.
From setup to value with CRM
Connect your channels
As conversations arrive over chat, email, and other channels, Callario resolves them to existing contacts or creates new profiles.
Build the full picture
Profiles accumulate interaction history, notes, custom fields, and consent records in one place, with duplicates surfaced for review.
Segment and route
Use segments and custom fields to drive routing, SLAs, and workflows, so the right customers reach the right team.
Personalize with governance
Give the AI and your agents the context they need to resolve faster, within defined privacy and access boundaries.
Works with the rest of Callario
Put CRM to work.
Join the design-partner program and run honest, auditable AI support.
Supervised alpha · No credit card · You’ll never be billed for a handoff.