Contacts

Your book of people: add contacts, move them through stages, import a CSV and message them.

• Add a contact and move it through stagesAdd a person to your book with New contact, fill in the record, and move the card along as the deal progresses.Everyone
• Import contacts from a CSVUpload a spreadsheet export, map its columns to your fields, and read the counts before a single contact is written.Everyone
• Filter contacts and save a viewNarrow your book with conditions, keep the result as a tab you can come back to, and choose which fields each view shows.Everyone
• Message a contact from their recordOpen a channel from the record, send a saved template, or write in the WhatsApp thread on the Chat tab.Everyone
• Keep more than one book and customise its stages and fieldsRun a sales pipeline and a recruitment pipeline side by side, each with the stages and fields it needs.Everyone
• Log a closed case from a contactStart the closed case from the person it belongs to, so the case is linked to them and their record turns into a client.Everyone
• Ask the assistant about your pipelineAsk who's in your book, who's overdue and who you've gone quiet on, or move a card and add a note, in plain words.Everyone, Managers
• Review what the AI agent heardAn AI agent fills empty fields with what a customer wrote. Anything else waits on the contact for you to use or dismiss, and Contacts shows you who has something waiting.Everyone