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Contact Management

Know every customer. Remember everything.

360° contact profiles with full conversation history across every channel. Custom fields, tags, segments, and smart lists.

360° Profiles

Every contact has a unified profile showing conversations, deals, payments, calls, and AI interactions across all channels.

Custom Fields

Add any field type — text, number, date, dropdown, multi-select — to capture data specific to your business.

Smart Segments

Dynamic segments based on any combination of fields, activity, channel, deal stage, or AI-scored engagement.

Duplicate Detection

AI identifies and merges duplicate contacts across channels. Same person on WhatsApp and Instagram? One profile.

Activity Timeline

Chronological view of every interaction — messages, calls, emails, payments, notes, and stage changes.

Bulk Import & Export

CSV import with field mapping. Export any segment to CSV or Google Sheets for external use.

Why teams choose Contact Management

One profile per customer, all channels
Custom fields for any data
Dynamic segments for targeting
AI-powered deduplication
Full interaction history

Try Contact Management free

14-day trial. All features included. No credit card.

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