Socialito

Socialito is a unified CRM, sales, and customer engagement platform that helps teams manage customer relationships across multiple communication channels from one secure workspace. With Socialito, authorized users can: Manage a unified customer record containing contact details, conversation history, sales activity, and follow-up information. Receive and respond to WhatsApp, Instagram, Facebook, Messenger, website, and other supported channel messages in one inbox. Send text, images, audio, documents, and approved WhatsApp message templates. Search, filter, pin, forward, and mark conversations as read or unread. Create and update customers, assign owners, and review customer activity. Manage sales opportunities through configurable pipeline stages. Create tasks and follow-ups, schedule activities, and track completed or overdue work. Monitor sales performance, team workloads, customer engagement, and operational metrics. Switch between authorized workspaces and projects. Access features according to administrator-defined roles and permissions. Socialito is designed for sales, customer service, and marketing teams that need a shared view of every customer interaction. A valid Socialito business account is required. Available features and communication channels depend on the organization’s subscription, permissions, and connected services.