One contact record for every department.
Sales, Support and Finance all work from the same contact, so every conversation, deal, ticket and invoice shows up in one place. Merge duplicates yourself, and trace any contact back to the import that brought them in.
A person is one record, so the conversation Support had and the invoice Finance sent are on the same timeline as the deal. Nothing is synced between departments because nothing is separate.
The list
What's on the contact list.
Filter by type, organisation, lifecycle stage, source, owner, tags or the import that brought a contact in. The count shows how many match your filter, out of the total. If a contact has no company, the column shows a dash rather than a guess.
216 of 216 records
Sales, Support and Finance share one contact.
Everything about a contact, in one place.
Sales, Support and Finance see the same details, so nothing goes out of date between teams.
- See every WhatsApp thread, email and call with the contact
- See their deals, tickets and invoices on the same page
- Move them through lifecycle stages you define yourselves
- When a deal is won, the contact becomes a customer automatically
- Call them straight from the list, through your own carrier
Merge duplicates yourself.
Merging is a button on the list, and any merge can be undone for a day.
- Merge duplicate contacts straight from the list
- Undo a merge within 24 hours
- Import a spreadsheet, then filter by that import any time afterwards
- See how many contacts match your filter, out of the total
Access
Who can do what.
Anyone on a customer-facing team can add and work contacts. Importing files, merging duplicates and editing lifecycle stages affect the whole team, so those need a higher role.
See contacts and the conversations with them.
Add a contact, call them, and work your own.
Import files, merge duplicates, and reassign owners.
Define lifecycle stages and the details kept on a contact.
Admin is the highest role and can do everything above, so give it only to the few people who really need it.
One person, start to finish
One person, four departments, one contact.
She arrived as a message from an unknown number and ended as a customer with an invoice. Everything happened on one contact, so the ticket Support answered and the invoice Finance sent show on the same timeline as the deal.
The message becomes a lead automatically, with WhatsApp noted as the channel.