01
Keep lead history together
Bring useful contact details and previous interactions together so the next message builds on what you already know.
SOLUTIONS/CREAFI AI
CRM & SMS
Manage customers and grow the business.
Intelligent CRM, automations and SMS campaigns for stronger customer relationships.
Your ideas. Your direction. With AI.
AI CRM
SMS campaigns
Automations
Contact management
CUSTOMERS
Every conversation can move the relationship forward.
Lead history, messages, next steps and follow-ups live in one customer context.
02
Follow up at the right moment
Prepare messages suited to the relationship stage. Review recipients, permissions and content before sending.
03
See the next customer action
Define a next step for each opportunity: call back, share a proposal or collect missing information.
HOW IT WORKS
A clear path from input to outcome.
Select a step to explore the workflow.
Illustrative workflow
Bring in the lead
Capture the customer context once.
Start the conversation
Use the right message and channel.
Move the next step forward
Keep follow-up attached to the relationship.
Bring your brief to Creafi and start with this workflow.
WHY CONNECTED CONTEXT MATTERS
The best output starts with the right context.
Creafi keeps the information around the business close to the work, so each capability can make use of what came before.
Compare plansLead source can influence follow-up.
Offer context can shape the next message.
Customer history reduces repetition.
Sales signals improve future outreach.
PUT IT TO WORK
Keep the next customer action connected to the conversation.
Two practical ways to shape the work around a real project. Use the one that fits your goal and adapt the details to your business.
A follow-up after a first enquiry
Record what the person asked, the offer discussed and the next agreed action in the contact’s context. Prepare a short follow-up that addresses that specific request. Choose SMS only when it fits the relationship and the contact’s communication preferences. Give the team enough information to continue the conversation without asking the same questions again.
An update for a relevant customer group
Organise contacts around a useful shared interest or stage, such as people waiting for a product update. Write a message with the essential information and one clear destination. Review the segment before activating any automation. After replies arrive, update the customer context so the next action reflects the latest conversation.
Have a project like this in mind? Bring your own brief to Creafi.
THE FINAL REVIEW
Check the contact context before a message goes out.
Keep people in charge of the details that matter. Use these checks when the work is ready to be published, sent or shared.
Keep contact records useful
Review duplicate entries, phone numbers and the latest notes. Make the owner and next action easy for the team to find.
Check the intended audience
Confirm communication preferences and the selected segment. Remove contacts who no longer belong in the planned conversation.
Keep the message focused
Check the destination link, sender and essential details. Avoid packing a long explanation into a message intended for quick reading.
FAQ
A few answers,
before you start.
Does CRM keep customer history together?
The intent is to keep lead context, conversations and next steps attached to the relationship.
Can I use SMS for follow-up?
Yes. SMS is part of the connected customer workflow for timely follow-up.
Can sales signals inform outreach?
Yes. Customer outcomes can become useful context for the next message and action.
CONNECTED CAPABILITIES
Build the next layer from the same context.
YOUR NEXT STEP
Organize your contacts.
Keep leads, conversations and fast follow-ups in one customer context.
Create your account to start. Check the plans for included features and credits.