Contact Management
Maintain a unified database of all customer interactions and relationships. Deliver personalized engagement with complete visibility into communication history.
Contact Profile Management
Maintain complete, structured customer profiles with personal details, preferences, communication info, and linked activities in one place.
- Centralized Contact Information
- Email / Phone / Address Data
- Custom Contact Fields
- Contact Status & Type
- Linked Activities & Notes
- Contact Ownership Assignment
Communication History
View every call, email, meeting, and message associated with a contact to ensure your team always has the full context.
- Call Logs
- Email Communication Tracking
- Meeting History
- Inbound & Outbound Messages
- Communication Timeline
- Team Collaboration Notes
Relationship Mapping
Understand how contacts connect to accounts, deals, teams, and departments with visual relationship insights.
- Contact–Account Relationship Links
- Role & Influence Mapping
- Decision-Maker Identification
- Organization Hierarchy View
- Internal Team Connections
- Cross-Department Links
Contact Segmentation
Group contacts using tags, filters, behavior, demographics, and engagement patterns for precise targeting.
- Dynamic Contact Lists
- Tag-Based Segments
- Behavioral Segmentation
- Demographic Categorization
- Custom Segment Rules
- Marketing List Generation
Notes & Attachments
Save important notes, files, comments, and documents securely within each contact profile for easy team access.
- Rich Text Notes
- Document Upload
- Version Control
- Internal Comments
- File Preview
- Attachment Tagging
Interaction Timeline
Every call, email, meeting, task, and update appears in a unified timeline for complete interaction visibility.
- Unified Activity Timeline
- Email & Call Logs
- Meeting History
- Task Tracking
- Notes & Updates
- Team Collaboration View