Business problems
Customer data scattered, hard to use
The same customer is recorded several times across admins' phones, notebooks, and spreadsheets. As a result, promos miss the mark and customer history is incomplete.
Common causes
- Contacts from each channel are stored separately.
- No fields for important data.
- Old data has never been imported.
The impact
- Promos reach the wrong people.
- Loyal customers are treated like strangers.
- Data is lost when admins change.
Common mistakes
What often makes this problem come back
Importing without cleaning up
Old files usually contain duplicate numbers and inconsistent formats. Tidy up the name and number columns before importing the CSV.
Too many labels
Too many labels leave the team unsure which to pick. Start with a few labels whose meaning is clear to everyone.
Key data in free-text notes
Notes are hard to filter. Use custom fields for data you want to base segments on.
Export permissions too loose
Customer data shouldn't be passed around in files. Make sure only specific roles can export contacts.
How to solve it
Fix it step by step in Conex Bisnis
Menu names match the business.conex.chat dashboard (in Indonesian). Steps marked Pro require the Pro plan.
- 1
Connect your chat channels so new contacts are saved automatically in the Kontak (Contacts) menu.
- 2
Import old contacts from a CSV file in the Kontak (Contacts) menu.
- 3
Merge duplicate contacts flagged by the system.
- 4
Add custom fields for important data, then apply labels.
- 5
Build segments, such as new customers, loyal customers, or by city.
7-day plan
One small step every day
One step a day so it's easy to roll out with your team. Day one can start on the Free plan.
- Day 1
Connect your channels
Connect WhatsApp in Integrasi › Kanal chat (Integrations › Chat channels) so every new sender is automatically saved to Kontak (Contacts).
- Day 2
Prepare your old files
Gather contacts from phones and spreadsheets into one file, then save it as CSV.
- Day 3
Import contacts
In the Kontak (Contacts) menu, import the CSV file and match each column.
- Day 4
Merge duplicates
Review contacts flagged as duplicates and merge them so their chats, deals, and history come together.
- Day 5
Add custom fields
Create custom fields for data that matters to your business, such as vehicle type or size.
- Day 6
Apply core labels
Tag customers with a few core labels, such as New customer, Regular, or VIP.
- Day 7
Save segments
Build segments from labels, custom fields, or city to use for promotions and follow-ups.
- After that
Move on to the next problem
Keep the habits that work, then pick another problem you still feel.
Business check-up
Features used
Learn about the feature
Contacts & segments
One contact across many channels, segments, custom fields, duplicate merging, CSV.
Learn more FreeLabels, notes & reminders
Inbox tools: labels, statuses, internal notes, quick replies, reminders.
Learn more ProConversation flows & forms
Guide customers step by step and collect details in the chat (Pro).
Learn moreBefore vs after
What changes
Free vs Pro
Features for this problem by plan
Free No time limit
Pro Everything in Free, plus
Good to know
- ImportContacts and products are imported from CSV files. If you use Excel, save as CSV first.
FAQ
Questions about this problem
Can contact data be exported?
Yes, as CSV, by roles with permission. Every export is logged.
What if my file is in Excel?
Save the Excel file as CSV, then import it.
Is this available on the Free plan?
Yes, with a contact limit based on your plan. Chat forms for collecting data automatically are on Pro.
See also
Related solutions & problems
Customer follow-up & retention
Reminders, automatic follow-ups, recurring messages, vouchers for returning customers.
See solution TeamsMarketing
Opt-in broadcasts, smart segments, Status, targeted vouchers.
See solution IndustriesAuto repair & automotive
Car & motorcycle workshops, car washes, towing, batteries & spare parts.
See solutionChats pile up & replies are slow
Customers wait a long time because chats come in faster than you can reply.
See how to fix itFix this problem starting today
Register for free with your WhatsApp number, then follow the 7-day plan above.
