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Features / CRM & Contacts

All your contacts in one place

Full company and contact management with activity timelines, primary contact designation, owner assignment, and import/export. Stop juggling spreadsheets — manage every relationship from one hub.

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What you get

Unlimited contacts and companies with custom fields
Activity timeline tracking every interaction
Primary contact designation per company
Owner assignment and team visibility
CSV import and export for easy migration
Company-to-contact linking with automatic associations
Quick search across all contacts and companies
Contact creation from incoming emails via AI extraction
CRM & Contacts screenshot

How it works

Get up and running in minutes, not days.

1

Import or add contacts

Bring in your existing contacts via CSV or add them manually. Link contacts to companies automatically.

2

Track every interaction

Every email, deal, project, and note is logged to a contact's activity timeline — nothing falls through the cracks.

3

Manage relationships

Assign owners, set primary contacts, and keep your team aligned on who's responsible for every account.

Frequently asked questions

Yes — use CSV import to bring in contacts and companies from any spreadsheet or CRM. Fields are mapped automatically.
Each company can have one primary contact. The first contact added to a company is automatically set as primary. You can change it at any time.
No — all plans include unlimited contacts and companies. There are no per-contact fees.

See how CRM & Contacts fits your business

Explore solutions tailored to your industry or use case.

For Marketing Agencies For Professional Services Referrals & BNI

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