Customer Memory & CRM
Keep caller context across calls and sync data automatically to HubSpot, Salesforce, or any webhook.
Customer Memory
How adaptlive builds a persistent memory of each caller — so staff know the history before they say hello.
customer memorycaller historyCRMprofile
CRM Integrations
Connect HubSpot, Salesforce, or any custom webhook to auto-push wrap-up data after every call.
CRMHubSpotSalesforcewebhook
Managing the Customer Directory
Browse, search, merge, and edit customer profiles in the adaptlive directory.
customersdirectorysearchmerge
Contacts vs Customers
Two surfaces, similar data, different purposes. Here's the difference — and when to use which.
contactscustomersmodellifecycle
Field Change History
Every editable field keeps a history. See what changed when, by whom, and revert with one click.
historyauditchangesfield