Shared context
A connected customer record gives every interaction the relevant history and current work.
PeopleTide CRM
One operating system for the customer conversation and the work behind it.
Bring customer context, responsive conversations, operational outcomes, and accountable handoffs together—then use practical agents to move routine work forward.
Request a demoPractical execution
AI agents support defined conversations and repeatable steps using the context already available.
Human oversight
Ownership, escalation, and decisions remain visible when judgment or policy requires a person.
Available capabilities
Explore the parts of PeopleTide CRM.
Each capability connects to the same customer and operating context. Explore the feature most relevant to the work you want to improve.
01
Unified customer history
Keep contacts, conversations, activity, tasks, and outcomes together in one customer record.
Learn More02
AI customer conversations
Use an AI conversation engine to understand intent, prepare replies, and move routine enquiries forward.
Learn More03
Proactive customer follow-up
Check in after a completed visit, respond to feedback, and move the right next action forward.
Learn More04
Targeted customer outreach
Create relevant outreach for selected customer groups based on their service history and current needs.
Learn More05
Appointments, orders, and outcomes
Connect conversations to the appointment, order, task, or service outcome that completes the work.
Learn More06
Automation with human handoff
Automate repeatable steps while keeping ownership, escalation, and final decisions with your team.
Learn More07
Missed-call recovery with PeopleTide Phone
Pass an unanswered call from PeopleTide Phone to an agent that can identify the customer and begin a configured follow-up.
Learn MoreChannel availability
Some channels require workspace configuration.
WhatsApp channel: Connect WhatsApp where the channel has been enabled and configured for the workspace.
See it with your workflow
See how PeopleTide CRM supports your customer operations.
Tell us how enquiries, calls, appointments, and handoffs work in your business. We’ll show you the relevant parts of PeopleTide CRM.
Request a demo