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The client emails on Monday and WhatsApps on Tuesday. It is the same record

Gmail or Outlook connected as a working mailbox, WhatsApp in the same inbox, and every thread tied to the client's record. Quotes from the conversation, meetings that book themselves and follow-up tasks that do not depend on anyone's memory.

14 days free. No card.

01

The whole client in one place

Email, messaging and documents, on their record.

  • Your mailbox, inside the CRM

    Connect Gmail or Outlook. Every thread lands next to the person it belongs to, is answered from Komplian in your name, and attachments stay on the record.

  • WhatsApp for what is urgent

    The same client who emails you sends a WhatsApp: the agent answers from your knowledge and you see both threads together.

  • Meetings without ping-pong

    An availability link or the agent in the conversation: the meeting is booked on your real calendar, with a reminder.

02

From the brief to the quote

Operations next to the CRM.

  • Service catalogue

    Your services with price and taxes; the agent answers "how much is it?" from that alone.

  • Quotes from the record

    Lines, discounts and totals, sent by email from your mailbox and with their status on the record. If you already quote with another tool, Komplian recognises what you send and attaches it to the client.

  • No invoicing

    The invoice stays in your accounting software. We say it here so you do not find out later.

Frequently asked questions

What gets asked before deciding.

Yes, from your connected Gmail or Outlook mailbox, in your name and with your signature. The thread stays on the client's record.

Yes, if you switch it on for the mailbox, from your knowledge base. For a firm the usual choice is to leave it on WhatsApp and web chat and have a person answer email: you choose per channel.

No. Catalogue, quotes and orders, yes; invoice issuing stays in your invoicing software.

Data is in Google Cloud's European region, encrypted in transit and at rest and isolated per customer. Komplian AI Solutions S.L. is a Spanish company and signs a data processing agreement.

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