Turn signals into deals

Connect outreach, conversations, and customer insights
Keep the next step clear for everyone in your team.

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Asteron Components3:28 PM

You: IT walkthrough confirmed for tomorrow.

Northwind Logistics3:26 PM

Can your team share pricing for 25 operations seats?

Elevate Learning3:18 PM

Tuesday afternoon works for the admissions-team demo.

BluePeak Retail3:10 PM

We still need an update on order #RP-2841.

GreenLane Pharma2:55 PM

The damaged shipment pickup is now confirmed.

Studio Eight2:42 PM

Is the annual partner plan available for agencies?

Nexus Legal2:27 PM

Please send the workspace onboarding checklist by email.

Vista Motors2:11 PM

We would like to connect three WhatsApp numbers.

Crestview Realty1:49 PM

The campaign report looks great, thank you.

Asteron ComponentsFollow-upNegotiationMJMeera

KRKavya2:55 PM

Annual plan for 30 users

Can we start with 10 users, including SSO and training?

Meera · Private note3:02 PM

@Rahul Can you check the 10-user rollout?

Rahul: Confirmed. SSO is included.

MJMeera3:18 PM

10 users confirmed. Quote by 11 AM tomorrow.

Rollout plan.pdf240 KB

KRKavya3:26 PM

Thanks! Can we walk IT through it tomorrow at 3?

MJMeera3:28 PM

Tomorrow at 3 works. Rahul will join us.

IT walkthrough · Tomorrow, 3 PMGoogle Meet

Templates

Sales · 6428

We built Camrio to bring all communication channels together in one place. And let AI push every deserving lead to its final stage.

Conversations

Home for every communication

Stay updated on messages, ownership and next actions together.

Your app

Anika Shah

Operations manager

22 Sep10:24 AM

Northstar Studio

anika@example.com

Proposal requested18 seats

One conversation across channels

WhatsApp, email, and your app in one conversation, with customer details close by.

Current stage

Proposal

New
Qualified
Proposal

Recent activity

QualifiedtoProposal
Priya · Today, 10:28 AM
Assigned to Priya
Today, 10:26 AM
Quote requested for 18 seats
Anika · Today, 10:24 AM
Migration details discussed
Yesterday, 4:18 PM
Customer details updated
Priya · Yesterday, 4:15 PM
First email received
Anika · Yesterday, 4:12 PM

See where things stand

Track each conversation’s stage and catch up on recent activity.

Internal note · Only your team

Priya10:32 AM

@Rahul Please add the migration plan. Keeping past conversations is important to Anika’s team.

Rahul10:40 AM

Added the migration steps. Ready to send with the quote.

Migration plan.pdf

Send proposalPriya · by Friday

Know what happens next

Share notes with your team and give the next step an owner and a due date.

Campaigns

Outreach like a PRO

Outreach, updates, invitations, and follow-ups to selected segments, then check reports.

Send to

TagisTrial customers

Do not send to

TagisDemo booked

236estimated recipients

248 matched · 12 excluded

AS
Anika Shah
anika@example.com
RM
Rohan Mehta
rohan@example.com
KN
Kavya Nair
kavya@example.com
AR
Arjun Rao
arjun@example.com

Choose your audience

Use tags and customer details to reach the people your message is meant for.

Email preview

Draft

From: Priyanshu from Camrio
To: anika@example.com

A quick demo for your team

Hi Anika,

Want a hand getting started? Let’s walk through your workspace and answer your team’s questions.

We’ll cover your inbox, your first campaign, and how to follow up.

Find a time that works

Priyanshu from Camrio

Planned send24 Sep · 10:00 AM IST

Prepare your message

Write your message, check the details, and choose when to send it.

Delivery report

Completed

Sent: 236100%
Delivered: 23097%
Opened: 14260%
Clicked: 2812%

Email opens and clicks can include automated activity.

Recipient activity

6 failed

anika@example.comClicked
rohan@example.comOpened
kavya@example.comDelivered
arjun@example.comDelivered

Review the results

Check delivery, opens, and clicks to understand how people responded.

Workflows

Let workflows handle the routine

Set up everyday tasks so your team has less to do by hand.

Welcome new customers

New conversation

Email received

Assign to Priya

Sales team

Router

Trial customer?

YesNo

Wait

Sending window

Notify team

Internal alert

Send welcome

Email template

Create follow-up

Contact the customer

Swipe to explore →

Insights

See what your customers are telling you

Find common questions, requests, and concerns, with the conversations behind them close by.

Anika Shah

Northstar Studio

22 Sep

“We need to bring our old conversations over. Can your team help us get set up before October?”

Customer need: Bring past conversations into one place
Concern: Needs help moving existing data
Timeline: Ready to get started before October
Next question: What needs to be moved, and from where?

Understand what customers need

See the needs, concerns, and buying timelines mentioned in a conversation.

Recurring themes

This week

Across 48 conversations

Migration help: 18
Pricing questions: 14
Integrations: 9
Team access: 7

A conversation can include more than one theme.

Spot what keeps coming up

Find recurring questions and requests across customer conversations.

Migration help

18 conversations

What customers said

Anika · Northstar Studio
22 Sep
“We need to bring our old conversations over. Can your team help us get set up before October?”
Email
Rohan · Forma Labs
21 Sep
“We have two years of customer messages. Will we keep that history?”
WhatsApp
Kavya · Cedar Works
20 Sep
“Who handles the move? We don’t have a technical person on our team.”
Email

Read the messages behind it

Go back to the original conversations to understand the full context.

AI assistant

An AI assistant that knows your business

Camrio uses your business details, contacts, and conversations to help with everyday work. No copying context into another AI app.

What should I know before speaking with Anika?

Anika Shah · Northstar Studio · Recent conversations

Anika is evaluating 18 seats for Northstar Studio. She needs help bringing over past conversations before October.

Where things stand

She’s waiting for a proposal. Rahul has added the migration steps, and Priya is handling the quote.

From Anika’s email

“We need to bring our old conversations over. Can your team help us get set up before October?”

Connect your favourite apps

Connect WhatsApp, email, and Shopify to Camrio.

Integrations

WhatsApp Business
Send and receive WhatsApp messages.
Google Workspace
Connect a shared or personal mailbox.
Shopify
Receive customer and order events.
Custom integration
Connect your own tools to Camrio.

Frequently asked questions

Create a Camrio workspace and connect your WhatsApp Business number or email account. Invite your team, assign conversations, and set up follow-ups. You can add campaigns and workflows as you need them.

Notes from Camrio

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