Customer data
Support does not recreate the CRM.
Contacts, companies, relationships and opportunities belong to the customer record. Cases, issues, resolutions and service health belong here. Each side shows the other, and neither copies it.
What connects
A two-way reference connection: Resolivo reads customer identity and writes back service health and open case counts.
What crosses the boundary
- Received: contacts, companies, account ownership, renewal dates and plan.
- Received: relationship state, so support knows whether this is a new or long-standing customer.
- Sent: open case count, service health state and the reasons behind it.
- Never sent: message content or case detail beyond counts and state.
What this lets you do
- Identify an incoming message against a real customer immediately.
- Show service health on the customer record, beside the sales relationship.
- Join four cases this month to a renewal in 27 days — the highest-value join in the product.
- Route to the account owner the customer record already knows about.
Setting it up
- 1Link the two workspaces.
- 2Confirm how contacts map to the addresses writing in.
- 3Choose what service state is written back.
- 4Review unmatched senders before widening.
Permissions
Read on contacts, companies and account ownership; write limited to service health and case counts. Resolivo cannot alter a customer record's commercial data.
What you can ask once this is connected
- “Who owns this account?”
- “Which customers renewing this quarter have open complaints?”
- “Is this a new customer or a long-standing one?”
Where it stops
Resolivo will not become a CRM. It does not manage opportunities, pipelines or commercial relationships, and it does not store a second copy of your contacts — remove this connection and the customer identity goes with it.
Customer data
Others in this category.
Take better care of every customer.
Give your team the context, knowledge and AI they need to resolve problems properly — and know who needs attention before they ask.
Keep the mailbox you already use · The AI is never metered · [email protected]