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Smart Contact Management

Organize, enrich and manage every contact and company in one place. Get full interaction history, custom fields and smart segmentation.

  • Unified Profiles
  • Custom Fields
  • Smart Segments
  • Activity Timeline
Example, for illustration

Unified contact profiles

Every call, text, email and note lives on one contact record. Your team sees the full picture before every interaction.

Complete interaction timeline
Cross-channel conversation history
Contact and company linking
Duplicate detection and merging
Contact merged94% match
Dana Reyes[email protected] +1 more

Reyes Home Services

3Calls4Texts2Emails

9 activities on one timeline · merged from 2

Example, for illustration

Custom fields and tags

Capture the data that matters to your business. Create unlimited custom fields, tags and categories.

Unlimited custom fields
Multi-select and dropdown fields
Tag-based organization
Required field enforcement
Fields · Dana Reyes Add field

Service type Dropdown

Roof repair

Interests Multi-select

GuttersSolarSiding

Lead source TextRequired

Website form
#homeowner#spring-promo#vip+ Tag
Example, for illustration

Smart segmentation

Build dynamic contact lists from any criteria. Segment by behavior, demographics, deal stage or custom fields.

Dynamic list building
Multi-condition filters
Saved segment templates
Auto-updating membership
Segment · Hot proposals Auto-updating
WhereDeal stageisProposal sent
AndLast contactedover14 days
AndTagincludeshomeowner
248contacts

Priya S. joined · moved to Proposal sent

SavedWin-backNew this weekVIP
Example, for illustration

Import and enrichment

Import contacts from any source. They are enriched automatically with company data, social profiles and more.

CSV and spreadsheet import
CRM sync and migration
Auto-enrichment from web data
API-based contact creation
Import contacts Auto-enrich on
CSV HubSpot Salesforce API
contacts.csv1,840 / 1,840 rows
Dana Reyes[email protected] Enriched

Company

Reyes Home Services

Title

Owner

Location

Austin, TX

Social

2 profiles found

Example, for illustration

Know every contact inside and out

Centralize your contacts and never lose track of a relationship again.

We'll build it. You try it. Pay nothing unless it works.

No credit card required. 100% free to try.

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