Smart Contact Management
Unified Profiles
Custom Fields
Smart Segments
Activity Timeline
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
Unlimited custom fields
Multi-select and dropdown fields
Tag-based organization
Required field enforcement
Custom fields and tags
Capture the data that matters to your business. Create unlimited custom fields, tags, and categories.
Smart segmentation
Build dynamic contact lists based on any criteria. Segment by behavior, demographics, deal stage, or custom fields.
Dynamic list building
Multi-condition filters
Saved segment templates
Auto-updating membership
CSV and spreadsheet import
CRM sync and migration
Auto-enrichment from web data
API-based contact creation
Import and enrichment
Import contacts from any source and enrich them automatically with company data, social profiles, and more.
Related Capabilities
Pipelines
Track contacts through your sales pipeline.
White Label CRM
Your fully branded CRM platform.
Website Forms
Capture contacts from your website.
