Use case · Customer tracking
Customer tracking with AI:
status updates itself.
Wyre does customer tracking with AI by reading your email, WhatsApp, ERP and CRM: it detects each customer's status and stage with no manual entry, flags the ones going cold and proposes the next step. It works on top of the CRM you already use and your team approves every action.
Where it hurts
Why your customers' status
is almost never up to date.
By hand in the CRM
Each customer's status depends on someone updating it, and it is almost never up to date.
Spread across channels
What happens with a customer sits in one person's email, another's WhatsApp and the ERP. Knowing how it's going means asking.
When it's already late
A customer who stops replying is noticed when the opportunity is already lost.
Where the status comes from
Every customer's status,
built from what you already do.
What Wyre does · Email
Reads customer emails and detects when a quote is sent, accepted or left unanswered.
Hover over a source to see what it reads and what it does with it.
How it works
From scattered conversations
to an always up-to-date pipeline.
Detects the status on its own
Reads your email, WhatsApp, ERP and CRM and assigns each customer a status and a sales pipeline stage, with no manual entry.
- Reads what already happens in your tools, without asking anyone to fill in fields.
- Assigns every conversation and document to its customer.
- Keeps its own view of each customer's stage up to date.
Email · WhatsApp · ERP · CRM → Status detected Moves each customer along
When a customer accepts a quote by email, Wyre detects it and proposes moving them to the next stage in the CRM.
- Compares what the customer says with the stage in the CRM.
- Detects the mismatch, such as an accepted quote still marked as proposal sent.
- Proposes the change in the CRM. Nothing is written until your team approves it.
Customer email · CRM · Approval → CRM up to date Answers in seconds
Ask how a customer is doing and get their status, stage and last contact, with the sources it comes from.
- Answers questions like "how is customer X doing?" without you searching three places.
- Shows the status, the stage and the last contact.
- Cites every source, so you can check the answer in one click.
Question · Cited sources → Verifiable answer Warns you before you lose them
Detects the customer going cold and proposes the follow-up. You approve it before it goes out.
- Detects customers who stop replying or are going cold.
- Drafts the reminder and proposes assigning the call to the right person.
- Sends nothing until your team approves it, and everything is logged.
No reply · Follow-up · Approval → Follow-up approved
What changes
Your customer tracking, before and after.
Customer status updates from every conversation.
The answer arrives in seconds, with its source.
Risk alert and follow-up ready to approve.
FAQ
Frequently asked questions
It is using AI to know the status of every customer without anyone writing it down. Wyre reads your email, WhatsApp, ERP and CRM, detects each customer's stage in the sales pipeline and proposes the next step.
No. Wyre works on top of the CRM you already use: it detects each customer's status and proposes the updates, which your team approves. You don't migrate data or change how your team works.
It reads email and WhatsApp conversations and the orders and invoices in the ERP, and crosses them with the CRM record. From that it infers each customer's status and stage, with no manual entry.
Yes. The status is detected on its own, but every CRM change and every follow-up is proposed and approved by your team. Nothing is written or sent without your confirmation, and everything is logged.
Wyre detects it, marks the customer as at risk and proposes the follow-up: a drafted reminder and a call assigned to the right person. Your team decides whether to approve or edit it.
Connect the sources you already use: email, WhatsApp, ERP and CRM. Wyre respects existing permissions, so each person only sees what they could already see in each tool.
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See the use caseCustomer incident management
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See the use caseKnowledge management
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See the use caseAI agent for WhatsApp
Answers on WhatsApp with live data from your ERP and CRM, books appointments and logs orders 24/7, within the rules your team defines.
See the use caseAI voice agent
Takes and makes calls 24/7, answers with live data from your ERP and CRM and books appointments, within the rules your team defines.
See the use caseSupplier invoice automation
Reads every supplier invoice that arrives by email, classifies it and assigns it to its job, line item and supplier. Your team only reviews the exceptions.
See the use caseAsk your company data
Ask in natural language and get the answer from your ERP, spreadsheets and documents, with the sources cited. No waiting for someone to build a report.
See the use caseReplying to customer emails
Reads each email, finds the data in your ERP and drafts the reply. Your team reviews and approves it before it goes out.
See the use caseSales quotes
Prepares the quote from the customer's request and your price lists, and flags sent quotes with no reply. Your team approves every send.
See the use case
Contact
Which process should
Wyre take off your plate?
Tell us which manual work eats up most of your team's time, or which information you can't seem to join up. We'll build a demo around a real case from your business and, if it's a good fit, run a pilot with a measurable outcome.
Or email us directly at gonzalo@wyre.es