CRM

Your visitors are strangers no more.

Chat, email, WhatsApp, searches, orders: everything lands on one profile per customer. No data entry.

HM
Hugo Martin
0%
Size
—
Budget
—
Occasion
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They trust us

Mamô, Blissim, Le Petit Ballon, Osklen, Fifteen, Embaleo, Gouiran Beauté, Blackfox, Biomotors, Express, GT2i, Cornilleau, Daan Tech, Cookut, France Digitale, Les Travaux Publics, ENAC, Agglomération d’Agen, Grand Besançon Métropole

Copernic’s CRM gathers what your customers tell you, look for and buy, on one profile per person, completed automatically by AI, so you finally know who to follow up and when.

Know everything about your customers,
without typing a thing.

One person, one profile.

Recognised on the chat, by email or on WhatsApp, they have just one profile. When in doubt, Copernic suggests a merge, but never makes it alone.

  • Site chatHugo, logged in
  • WhatsApp+33 6 12 34 56 78
  • Emailhugo.martin@mail.fr
  • StoreOrder 10482
HMHugo MartinLyon · customer since 20244 channels, one profile

What each customer told you.

After every conversation, the AI notes what matters. You can make it forget a fact.

Noted by the AI
  • Budget around €300
  • Looking for a wedding outfit
  • Shoe size 43Forget
Products mentioned
Navy wool blazerSuede loafersWhite Oxford shirt

Know who is ready to buy.

As an option, the AI follows every visit and gives an intent score. You know who to follow up first.

Ready to buy
  • HMHugo MartinDecision86
    Compared three blazers and added the navy one to cart last night.
  • CRCamille RouxEvaluation58
    Back for a third look at the shirt dress.

Their orders, on their profile.

Orders join the profile. You see what sold after a conversation.

HMHugo MartinCustomer since 2024 · Lyon
  • Orders3
  • Spent€412
  • After a conversation1
  • Conversation with the AI agent: blazer size
  • Order: navy wool blazer, €169
  • “loafers for a wedding”

Proactive messages, to help at the perfect moment.

As an option, the AI agent takes the initiative to message the site visitor when they hesitate or a cart stalls.

  • Navy wool blazerWool · Navy€169
Comparing three blazers for 4 min

Need help choosing? This one is true to size.

A dashboard to decide.

Your contacts, your identified customers, sales after a conversation. And the list of what is left to do.

  • Contacts4,812
  • Identified1,936
  • Sales after a conversation€18,400
Customers by buying stage
Discovery2,140
Evaluation1,320
Decision410
Purchased942
To do

38 abandoned carts to follow up. 6 duplicates to check.

Example values.

Everything lands
on the same profile.

Search, AI agent, Helpdesk, store: every Copernic tool writes to your customers’ profiles. Nobody types a thing.

HM
Hugo Martin
Customer profile
  • “blazer for a wedding”Search bar
  • “I’m a 48, does it run large?”AI agent
  • Order: navy wool blazer, size 48Store
  • WhatsApp: “When will my parcel arrive?”AI agent
  • Size exchange settled by the teamHelpdesk

And everything else,
already built in.

  • A list already full

    Conversations and orders from the last 12 months are brought in.

  • One-click import

    A CSV file, or your Shopify, WooCommerce and PrestaShop customers.

  • Filters and views

    Buying stage, channel, product, abandoned cart. Your saved views.

  • Your buying journey

    Your own stages, which the AI reads to sort your customers.

  • Your edits kept

    What you correct by hand is never overwritten.

  • Personal data

    Export or delete a person’s data in one click.

Connected to your store
and all your channels.

Your customers and orders come from your store. Conversations come from every Copernic channel.

  • Shopify
  • WooCommerce
  • PrestaShop
  • WhatsApp
  • Gmail
  • Outlook
CSV fileYour site chatThe search barAxeptio and any cookie bannerCSV export

Get to know
your customers.

30 minutes on video to see the CRM in action.

Pick a time slot