Product / Built-in CRM
// BUILT-IN CRM

Every customer, remembered.

Contacts create themselves from every conversation — email, WhatsApp, Instagram, live chat. No data entry, no pipeline busywork. You just always know who you're talking to.

Nothing to import, nothing to type. A contact is born the moment anyone writes in.

Contacts auto-created
Incoming — every channel
matched: same person · phone ↔ email
Email · sofia@marshstudio.co
Re: Order #4412 — Following up on my WhatsApp, here's the order confirmation…
no contact yet — waiting for a message…
SM
Sofia Marsh
Marsh Studio
auto
sofia@marshstudio.co Order issue
STRIPEGrowth plan · 3 invoices · last payment ✓
Email matched to the same person — one profile
Full history — every conversation, every channel
watching for the first message…
1 One person, every channel

Two channels. One person.

The customer who emailed yesterday and WhatsApped today isn't two strangers. Orivio matches people by email, phone and social ID — so every conversation lands on the same profile, wherever it came from.

  • Matched by email, phone or social ID — automatically
  • Works across email, WhatsApp, Instagram, Messenger, Telegram, SMS & chat
  • Agents can link identities by hand when they know it's the same person
Identity map
sofia@marshstudio.coemail
+44 7911 210 334whatsapp
@marshstudioinstagram
↓ all resolve to
SM
Sofia Marsh
1 profile · 7 conversations · 3 channels
2 Beside every conversation

The sidebar that knows everyone.

Open any conversation and the full picture is already there: who they are, every past conversation, notes from your team — even their Stripe plan and payments. You'll never ask "can I get your account email?" again.

  • Every past conversation, across every channel, one click away
  • Stripe built in — plan, invoices and payments next to the chat
  • Notes, tags & custom fields your whole team shares
Agent view
Conversation
Hi — I was charged twice this month, can you look into it?
Hi Sofia! I can see the duplicate charge on your Growth plan — refunding it now. 🙂
Contact
SMSofia Marsh
PlanGrowth · £119/mo
Last payment✓ Paid
Conversations7 · email + WhatsApp
NotePrefers morning replies
No tab-switching. No "let me look you up."
3 It keeps itself clean

Housekeeping, handled.

Duplicate people get spotted and suggested for merge — one click, fully undo-able. Troublemakers can be blocked at three levels. And your data walks in and out freely: CSV both ways.

  • Merge suggestions when two contacts look like one person — undo any time
  • Block abusive visitors — by contact, cookie and IP
  • CSV import & export — your customer list is yours
  • Role-based permissions on who can see and edit contacts
Merge suggestion
These look like the same person — same phone number:
Sofia Marsh
sofia@marshstudio.co
S. Marsh
+44 7911 210 334
Merged by mistake? Unmerge restores both profiles exactly as they were.

Everything on the profile.

Small things that make the difference between a contact list and a customer memory.

Notes, tags & custom fields

Capture what matters — "VIP", "prefers phone", renewal dates — and every teammate sees it.

Full activity log

Every conversation, merge, note and change on the record — who did what, and when.

Company on the card

See the business behind the person, so context travels with every conversation.

CSV import & export

Bring your existing list in, take your data out — no lock-in, ever.

Auto-filled compose

Contacts sync from Gmail and Outlook, so addresses fill themselves when you write.

🛡

Permissions built in

Control who can view, edit or export contacts — role by role.

Not a sales CRM. On purpose.

This is the customer memory your support team is missing — not another pipeline to manage. Orivio remembers who your customers are and everything you've ever discussed, so nobody starts a conversation blind.

pipelinesdeal stageslead scoringforecastsquotas

Already run a CRM? Keep it. Orivio syncs contacts two-way with HubSpot.

Know who you're talking to.

Start free — your customer list builds itself from the very first conversation.

Auto-created contacts on every plan · Two-way HubSpot sync · No credit card to explore