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Contact Management
Contacts and companies with custom fields, tags, activity timeline and CSV/Excel import.
›Manage contacts, track leads and centralize customer activities.
Everything your team needs to work faster, stay aligned, and grow with confidence.
Contacts and companies with custom fields, tags, activity timeline and CSV/Excel import.
›Capture, qualify and follow leads from their first touchpoints.
›Rule-based scoring engine: activity, profile, engagement. Predictive scoring on the roadmap.
›Round-robin, load-balanced or manual. Rules by team, territory or type.
›Calls, meetings, emails and tasks linked to contacts and companies.
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