Conversation CRM

The CRM that fills itself.

The contact, the opportunity and the ticket are created from the conversation that started them. Without leaving the chat. Nobody copies data from one tab to another.

See pricing
  • Updates in real time
  • AI signals on every opportunity
  • Assisted migration

More than 1000 companies trust mirlo companies across LATAM

The case

A separate CRM gets filled by hand. This one starts full.

  1. 01Nothing to enter. It is already there.The contact, phone number and history arrive with the first message or the first call.
  2. 02The conversation is the source.The opportunity and the ticket are opened from the chat that started them and stay linked to it.
  3. 03The AI reads what your team reads.The agent that answers and Monday’s report work from the same information. There are no two versions.

Create with AI

The AI fills the CRM. You confirm.

From a conversation or a call, the AI drafts the opportunity with products from your catalog, or the ticket with its type and priority. The AI suggests. The person decides.

Opportunity

Suggests name, summary, stage, amount, close date and products from the catalog.

Ticket

Suggests title, description, type, priority, labels, customer details and owner.

Or let the agent do itCreate tickets automaticallyCreate opportunities automatically

Contacts and accounts

One record with everything that happened.

Messages from any channel, calls, notes, tickets and campaigns on a single timeline. And the AI tells you how the relationship is going.

Relationship health
engagement, recency, sentiment, risk
Products of interest
what they mentioned in the chat
Lifecycle
from subscriber to evangelist
Accounts
group the contacts of a company
Import and export CSV
with a preview before loading

Your names

A dealership has no assets. It has vehicles.

Rename Contact, Account, Asset, Branch and the module itself. The new name shows up in the menu, in lists and in titles, with the right grammar.

Assets with a validated identifier
VIN, IMEI or your own pattern
Ownership history
with “Transfer”
Starter templates
vehicle, device, line
Branches in a tree
group, branch and area

Quotes

They ask for a price. You quote from the chat.

A PDF with your legal name, RFC (tax ID) and your own folio number, built from your catalog and sent in the same conversation.

Issuing profiles
legal name, RFC, logo and folio
Versions
replaced, expires on…
Public catalog
each order comes in as an opportunity
Product demand
even what you do not carry

Quotes are not invoices or CFDI.

Pipelines with rules

Without complete data, it does not advance. That way the forecast does not lie.

Required fields per stage, blocking or suggested. When you win or lose, it asks for the reason and the competitor. And rules can stop stages from being skipped.

Stages with probability

Each stage says how close the deal is and whether it is in progress, won or lost. From a template or blank.

Rules for everyone

If you turn it on, required fields also apply to flows, the AI agent and the API.

Reports that forecast

Funnel with time per stage, forecast, goals and stalled deals: on track, medium risk or high risk.

mirlo Signals

The AI reads the conversation. It tells you what is next.

Each signal comes with its confidence and its previous value, so you see how it moves. And the most useful part is not the number: it is the next action.

Qualification on eight axes
from budget to decision criteria
Competitor and objections
with the customer’s quote
On the kanban
probability estimated by the AI

Support

Tickets that get measured, not piled up.

A ticket is born from a message or a call. The SLA counts only during your branch’s business hours, and the customer follows their case without creating an account.

Your own statuses and priorities
each one says what happens to the SLA
Projects with a prefix
SOT-42, not #4821
Request types in a tree
with SLA and fields per type
CSAT survey on close
over WhatsApp
“Call” from the ticket
the call stays linked

Tasks and appointments

And whatever is left to do, assigned.

TasksIncluded in the CRM
TodayThis weekOverdueMy tasks
  • Follow-upSend schedule comparison
  • CallConfirm enrollment of both students
  • EmailSend lab result

Every task is linked to an opportunity, a ticket, a contact or an account. As a table or a calendar.

AppointmentsAdd-on module
Full checkup · 2 peopleSat Oct 24 · 8:00 · ConfirmedScheduled by the AI

Writes the appointment to each person’s Google Calendar, reads what is busy and creates the Google Meet. With a public booking page. We turn it on for you.

And more

What the rest of mirlo does with your CRM.

  • LeadsThose you do not yet know will buy. They become a contact, an account and an opportunity, and discarding asks for a reason.
  • Campaigns from the CRMFilter contacts and send an approved WhatsApp template, with variables filled in from their data.
  • FlowsCreate, update and search contacts, opportunities and tickets. Start from a stage change.
  • Custom fieldsText, number, date, yes/no or list. On contact, account, opportunity, ticket and asset. And you can filter by them.
  • Search with Ctrl+KContacts, leads, opportunities, accounts, tickets and products from any screen.
  • Migrate from HubSpotPipelines, accounts, contacts, opportunities and tickets. With a token.
  • Accounts that mergeContacts and tickets move to the destination account.
  • Ad sourceEach opportunity keeps the Meta ad, campaign and ad set it came from.
  • CRM APITickets, contacts, accounts, opportunities, pipelines and tasks. For your technical team.
Works better togetherMultichannel Inbox and Phone systemThe same “In your CRM” panel lives in every chat and every call.
See InboxSee Phone system
Switching is easy

We help you migrate from your current CRM.

Contacts, opportunities and tickets arrive in mirlo without anyone capturing them again. And from that day on, every conversation keeps them up to date.

See the other products
Appointments and Ads are add-on modules.
Conversation-first CRM | mirlo