CRM Capability

One timeline per customer — no more tab-switching

T7 Solution builds true 360° customer views: every call, WhatsApp, email, deal, document, ticket and payment on one timeline — searchable, filterable and AI-summarised.

Overview

Sales reps spend 20% of their day reconstructing customer context from five tools. Support reps do the same. Nobody has the full picture, so customers repeat themselves and deals stall.

We build unified customer timelines that pull from every relevant system — CRM, telephony, WhatsApp, email, support, billing, product analytics — into one chronological, filterable view.

An AI copilot summarises the account in 30 seconds: last touchpoints, open threads, at-risk signals and next-best-action.

What we ship

Unified timeline

Calls, WhatsApp, email, deals, tickets, docs and payments in one chronological view per contact/account.

Cross-system pulls

CRM, telephony, WhatsApp, email, support, billing and product analytics — via APIs or event streams.

AI account summary

30-second account brief with last touches, open threads, risk signals and next-best-action.

Document vault

Contracts, POs, quotes and delivery notes attached to accounts, versioned and searchable.

Call recordings + transcripts

Recorded calls transcribed, summarised and searchable — with speaker separation.

Global search

Full-text search across every timeline event, doc and note — sub-second, scoped by permissions.

How we're different

Real 360, not a widget

Actual integrations to your telephony, WhatsApp, support and billing — not a pretty widget over half the data.

AI account brief

30-second summary that saves the pre-call research reps actually skip anyway.

Permissions-aware

Row and field-level security so support sees support, sales sees sales, finance sees finance — no data leaks.

Searchable everything

Calls, messages, docs and notes indexed for full-text search with sub-second latency.

Tech stack

ReactTypeScriptSupabasePostgreSQLOpenSearchWhisperOpenAITwilio

Frequently asked questions

Which systems can it pull from?

Any system with an API or event stream — CRM, telephony, WhatsApp, email, support, billing, ERP, product analytics.

Are call recordings transcribed?

Yes — via Whisper or Deepgram with speaker separation, summarisation and full-text search.

How are permissions handled?

Row and field-level security in the DB — support sees support fields, sales sees sales fields, finance sees finance fields.

Does search work across everything?

Yes — OpenSearch/typesense indexes timeline events, docs, notes and transcripts with sub-second query time.

Ready to Build Your AI Product?

Talk to a senior AI consultant from T7 about your industry, workflow, or product idea. Free, no commitment — reply within one business day.

  • · AI feasibility & architecture review
  • · Product / MVP roadmap
  • · Integration & automation strategy