Customer information
Keep core contact and customer details in one place.
Lattice CRM — Lightweight and built in
Keep every customerconversation connected.
Lattice CRM brings customer information, chat history, sources, summaries, follow-up tasks, pipeline activity, leads, and appointments into one lightweight view built for everyday follow-up.
The customer context your business needs — without enterprise CRM complexity.
Always Included. Always Free.- Built into Lattice
- Customer context and conversation history together
- Tasks, pipeline, and appointments in one view
Lattice CRM customer view
Illustration
SCSource: Website chat
Sample customer
Customer since this month
Conversation summary
Asked whether an older heating system is covered by the maintenance plan and wants a visit booked before the winter.
Pipeline
- New lead
- Contacted
- QualifiedCurrent stage
- Proposal
- Closed
Activity history
- Lead capturedFrom website chat
- Conversation storedAsked about maintenance cover
- Follow-up task createdSend plan details
- Appointment requestedMaintenance visit
Follow-up task · Overdue
Send maintenance plan details
Always Included. Always Free.
The built-in CRM is included on every plan. It is not a limited promotion.
The essentials for staying on top of customer relationships
Enough structure to run everyday follow-up, without a separate CRM project to implement first.
Chat history and summaries
See prior conversation context and concise summaries for follow-up.
Source tracking
Understand where a lead or conversation began.
Follow-up tasks
Create and review the next actions connected to a customer.
Sales pipeline
Track opportunities through clear stages.
Activity history
See a chronological record of relevant customer activity.
Leads and appointments
Keep captured interest and appointment context connected.
Enough CRM to keep moving
One connected record
Bring important customer details and conversations together.
Better continuity
Give the next follow-up useful history and context.
Clear next actions
Keep tasks, appointments, and pipeline stages visible.
Built into Lattice
Use CRM alongside TEAMx, CHATx, and GPTx without treating it as a separate enterprise implementation.
From first conversation to next action
- STEP 01
Capture the interaction
A lead, chat, appointment, or connected inquiry enters Lattice.
- STEP 02
Build the customer view
Customer details, source, conversation history, and summaries stay together.
- STEP 03
Set the next step
Create a follow-up task, appointment action, or pipeline update.
- STEP 04
Continue with context
Review activity history before the next customer conversation.
Everyday follow-up for small teams
Illustrative examples of the follow-up a small business handles week to week.
Understanding a new lead
A business owner reviews a new website lead and the conversation that produced it.
Picking up where the chat left off
A sales team member sees the lead source, summary, and next follow-up task.
Connecting an appointment to its context
A service business connects an appointment with earlier questions from the same customer.
Moving an opportunity forward
A small team moves an opportunity through a simple pipeline and reviews activity before reaching out again.
CRM questions
Lattice CRM is a lightweight, built-in place for customer information, conversation context, follow-up tasks, pipeline activity, leads, and appointments.
Yes. Lattice CRM is Always Included. Always Free.
CRM can bring together customer information, chat history, source tracking, conversation summaries, activity history, leads, appointments, and follow-up.
Yes. CRM includes a lightweight sales pipeline for tracking clear stages and next steps.
No. It is a lightweight CRM built into Lattice to support everyday customer context and follow-up.
TEAMx, CHATx, and GPTx can create useful conversation or lead context, while CRM keeps the customer record and next actions connected.
One connected system for your business
Bring customer conversations, approved business knowledge, and everyday follow-up together across Lattice.
TEAMx
Customer-facing AI roles for sales, guidance, support, appointments, and human handoff.
Explore TEAMxCHATx
Website chat that turns questions into useful next steps and connected follow-up.
Explore CHATxGPTx
Approved business knowledge prepared for ChatGPT and MCP connections.
Included Free for 12 Months
Explore GPTx- You are here
CRM
Lightweight customer context, pipeline, and follow-up built into Lattice.
Always Included. Always Free.
How the pieces connect
- 1Approved knowledge
- 2Customer conversation
- 3Lead, appointment, or handoff
- 4CRM context and follow-up
Products can be used on their own or together. Not every business needs every step.
Keep customer contextwhere the work happens.
Lattice CRM is included with every plan, so customer details, conversations, and follow-up stay together from the start.
Always Included. Always Free.