A unified contact management system for people and companies — rich profiles, custom fields, activity timelines, and smart organization to keep your relationships structured and accessible.
CRM Contacts is the central hub for every person and company you work with. Whether you are tracking leads, managing client relationships, or building a partner network, every contact lives in one structured, searchable database with rich profiles and full interaction history.
From custom fields and tags to activity timelines and deal associations, Contacts gives your team the context they need to build stronger relationships and close more business.
Rich contact cards with all the detail you need — from basic info to custom fields, tags, notes, and a complete activity timeline.
Store name, email, phone, job title, company, social links, and any custom field your business requires.
Track company details, industry, size, revenue, website, and see all associated people at a glance.
Add text, number, date, dropdown, or checkbox fields to capture data unique to your workflow.
Add rich-text notes, attach files, and keep all context linked directly to the contact record.
Filters, segments, tags, custom views, and bulk actions — keep thousands of contacts perfectly organized without the effort.
Track every interaction with a contact — emails, calls, meetings, notes, and deal updates are logged automatically in a chronological timeline.
Every email sent or received is logged on the contact timeline with full message context.
Log phone calls with duration, outcome, and notes. Never forget what was discussed.
Meetings are linked to contacts automatically, including agenda and follow-up items.
Add notes and create follow-up tasks directly from the contact timeline.
Bring your contacts in, keep your data clean, and export when you need it
Upload a CSV file and map columns to contact fields with an intuitive drag-and-drop mapper. Preview data before importing and handle thousands of records at once.
Automatically detect duplicate contacts during import and in your existing database. Review matches side by side and merge records with a single click.
Export your contacts to CSV or Excel with full control over which fields and segments to include. Generate reports on contact growth and engagement trends.
Combine duplicate contact records into one unified profile. Keep the best data from each record and preserve the full activity history from both.
Common questions about CRM Contacts
Organize every person and company in one place with rich profiles, activity tracking, and smart tools.
Build stronger relationships and never lose track of a contact again.