Contact Management
Everything in one place
Quickly add emails, notes, documents to each contact, storing everything you know about your customer in one place.
Easily segment your audience
Simply tag your contact as a lead, customer, vendor, anything you wish to segment your audience.
Import and export with ease
Easily transfer your contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.
Tasks and calendar
Tasks for everything
Quickly add emails, notes, documents to each contact, storing everything you know about your customer in one place.
Follow a winning process
Quickly record your key steps in an approach using a list of time-dependent tasks that work back from or towards a set date.
Understand the context
Link tasks to contacts, opportunities, or cases so you can easily understand the context and get to work straight away.
Contact Management
Everything in one place
Quickly add emails, notes, documents to each contact, storing everything you know about your customer in one place.
Easily segment your audience
Simply tag your contact as a lead, customer, vendor, anything you wish to segment your audience.
Import and export with ease
Easily transfer your contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.
Tasks and calendar
Tasks for everything
Quickly add emails, notes, documents to each contact, storing everything you know about your customer in one place.
Follow a winning process
Quickly record your key steps in an approach using a list of time-dependent tasks that work back from or towards a set date.
Understand the context
Link tasks to contacts, opportunities, or cases so you can easily understand the context and get to work straight away.
