Customer CRM

Every customer's full story on one page.

One file per customer: chats, trips, calls and payments.

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M

Mona Adel

+20 100 482 3391mona.adel@gmail.com
WhatsAppCustomer since Feb 2025

Total leads

3

Won

2

Lifetime value

186,500

  • Umrah, last 10 nights · 3 travellersWon
  • Turkey, summer 2026 · 4 travellersWon
  • Dubai New Year · 2 travellersQualifying
  • Came from WhatsApp
  • PaidEGP 186,500
  • Egyptian dialect
  • Last contact 2 days ago
  • VIP · Repeat
  • Passport expires in 5 months

The message every agency gets

“Hi, it's me again.” Who?

When last summer's customer messages again, nobody remembers what they booked, what they paid or who spoke to them, so you start from zero.

Mona · 9:41 PM

Hi! It's Mona, we did Umrah with you last Ramadan. Same family, but Turkey this summer?

Without a file

“Welcome! Sorry, can you remind me what you booked and how many you were?”

With her file open

“Welcome back, Mona! Last time it was three of you near the Haram. Is your mother coming to Turkey too?”

Life of a customer

Two years, three trips, one file

Scroll through Mona's story. Every chat, call, note, booking and payment lands on her file in order, and the next person who talks to her starts where the last one stopped.

  1. 2025

    Feb 2025

    First WhatsApp message

    Asked about Umrah in the last ten nights for three. Her contact was created with her number and source channel.

  2. Feb 2025

    Qualified · Hot

    The AI collected dates, travellers and budget and notified the team.

  3. Feb 2025

    Call · Karim

    Agreed on a hotel near the Haram and flights from Cairo.

  4. Mar 2025

    Umrah booking, Ramadan · 3 travellers

    Linked to the lead and to her file.

    EGP 96,000

  5. Mar 2025

    Paid in full: InstaPay + cash

    Both payments show on the booking and on her file.

    EGP 96,000
  6. 2026

    Jan 2026

    She's back: “We'd like Turkey this summer”

    Nour opened her file and saw last year's Umrah before replying.

  7. Jan 2026

    Note · Nour

    Travelling with her mother, needs a room near the lift.

  8. Feb 2026

    Task done: send the Turkey programme

    Stamped with the time it was done, on the lead's timeline.

  9. Jul 2026

    Istanbul & Trabzon booking · 4 travellers

    Her second booking, same file.

    EGP 90,500
  10. Two months later

    Sep 2026

    Heba, Mona's sister, becomes a contact

    Added with source “Referral”, asking about a honeymoon.

Find anyone

Half a phone number is enough

Search by name, any part of the phone number or the email. Your list stays one place, whether they came through WhatsApp or walked into the office.

  • Filter by source and tags
  • Leads count and last contact on every row
  • Export the list to CSV whenever you need it
Try:

8 contacts

  • M

    Mona Adel

    +20 100 482 3391

    WhatsApp
  • A

    Ahmed Samir

    +20 122 410 7788

    WhatsApp
  • O

    Omar Fathy

    +20 111 205 6640

    Instagram
  • K

    Khaled Al-Shammari

    +966 55 904 1182

    Instagram
  • S

    Sara Nabil

    +971 50 318 2207

    Website
  • H

    Heba Adel

    +20 100 913 2280

    Referral
  • A

    Ahmed Reda

    +20 109 556 1203

    Messenger
  • Y

    Youssef Khaled

    +20 122 777 0415

    Walk-in

Illustrative agency

200contacts on the list

Pick a source to see who came through it

Every channel, on the record

Owners measuring their channels

Every contact keeps the channel they came from. Compare which sources bring people who actually book, whether Instagram ads, referrals or website chat, and put your marketing budget where the bookings come from, not where the likes are.

The record card

What every file holds

Every person who talks to your agency becomes a contact in Flyby, with name, phone, email and the channel they came from: WhatsApp, Instagram, Messenger, your website, a phone call, a walk-in, a referral, an import or added by hand. Their profile collects everything connected to them: each lead and trip request, every conversation, every booking and payment, and a single timeline of activities. It's the customer file your best sales rep keeps in their head, written down for the whole team.

Customer fileBuilt from real activity
  1. 01Name, phone, email and source channel on every contact
  2. 02Sources: WhatsApp, Instagram, Messenger, website, call, walk-in, referral, import, manual
  3. 03Every lead and trip request for a customer in one place
  4. 04Every conversation linked to the contact
  5. 05Bookings and payments right on the customer's profile
  6. 06One activity timeline: chats, calls, notes, stage changes and tasks
  7. 07Contacts created automatically from AI conversations
  8. 08Moderators can view, editing stays with owners and managers
  1. 1

    Contacts create themselves

    When someone chats with your agent, a contact is created with their phone and source channel. Walk-ins and calls you can add yourself.

  2. 2

    Activity builds the file

    Leads, conversations, calls, notes, bookings and payments attach to the contact as they happen, on one timeline.

  3. 3

    Pick up where you stopped

    Next time they get in touch, open their file and see past trips, payments and conversations before you reply.

Made for

Agencies that want customers to come back

01

Agencies with repeat travellers

Families who do Umrah every year or go to the Red Sea every summer are your best customers. Their file shows past trips, preferences in notes and what they paid, so you can offer the right package before they ask and treat them like the regulars they are.

02

Agencies with a walk-in office

Not everyone comes through chat. Add walk-in and phone-call customers by hand with their source, and they live in the same list as your WhatsApp and Instagram contacts, with the same timeline of leads, bookings and payments.

03

Owners measuring their channels

Every contact keeps the channel they came from. Compare which sources bring people who actually book, whether Instagram ads, referrals or website chat, and put your marketing budget where the bookings come from, not where the likes are.

Contacts are built from real activity, not data entry. The AI creates them from conversations, bookings and payments link back to them, and the source channel stays on the record, so you know which channels bring customers who actually book. Moderators can view contacts for context on their qualified leads, while editing stays with owners and managers. And your customer list is your data: each agency's records are kept separate and visible only to its own team.

Questions

About customer files

Works with

Shared inboxWatch the AI, take over in one click
Agency financeBookings, collections, costs and profit
Tasks & follow-upsCalls and reminders nobody forgets

No. Contacts are created from conversations with your AI agent. You can still add customers by hand, for example walk-ins or phone calls, and set their source.

New message from a returning customer

Next time they write, you'll already know them

Let the AI start the files tonight. By the time a customer comes back, their whole story is one click away.

Start freeSee how it works