Contact Management for Persons and Companies
Centralize and organize all your clients in one place. Manage persons, companies, and sales opportunities easily.
Centralized Management
Access all your contact information from a single unified view.
Custom Fields
Add specific fields that fit your unique business needs.
Organize your client base and streamline your sales process
Analyze and organize all your Persons and Companies
Gain absolute control over your client portfolio from a modern interface.
Quickly filter by tags or channels such as WhatsApp, and review the status of each prospect. Keep company details and custom fields updated instantly.
Comprehensive Details for Each Contact
Review notes, recent conversations, timelines, and opportunities in a single dashboard.
Add private notes for your team, check full histories, and drive deals to closure by viewing the specific opportunities linked to each commercial prospect.
Discover the tools of the Contacts module
Enhance your pipeline management and keep track of every communication.
Persons & Companies
Categorize your contacts as individuals or link them to companies for smooth B2B operations.
Custom Fields
Create custom fields (date, text, dropdowns) to gather data relevant to your industry.
Tag Management
Quickly segment audiences by applying tags and finding them using the integrated search.
Import and Export
Upload full databases from files or export your segmented lists with just one click.
Notes & History
Log internal notes, call summaries, and collaborate efficiently with your team members.
