Help center › Messages and leads

Contacts, notes and follow-ups

One page per customer, with replies, notes and reminders.

In the Inbox, tap Contacts. Everyone who sends a message, books or buys appears once, matched by email or phone, with their messages, bookings and orders on one timeline.

  • Status: New, Contacted, Won, Lost, Archive or Spam.
  • Tags like vip or wedding, to filter your list.
  • Notes only you see, and a pinned note at the top.
  • Follow up: pick a date and we email you a reminder that day.

Replying

Tap Reply by email to write to them from NexoPages in your business's name; their answer comes to your own email. Every reply stays on their timeline. Call and WhatsApp open your phone's apps.

  • Saved replies keep answers you send often. {name} and {business} are filled in for you.
  • Draft with AI (Starter and up) writes a first draft from their latest message and uses one AI edit. Nothing is sent until you tap Send.

Duplicates and deleting

If the same person shows up twice (say, with two email addresses), open one and tap Merge with another contact. If someone asks you to delete their data, tap Erase contact: their details, messages and notes are deleted; bookings and orders stay in your records without their name.

Tip: Only email people about what they asked you, unless they agreed to hear from you (it says so on their contact).

More in Messages and leads

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