Contact management

Integrated contact management to streamline communication and enhance relationship management.

• Your contacts list: includes personalized tags, star ratings, social media links, and more
• Communication tracking: logs for all interactions with contacts, including emails, phone calls, and meetings
• Linked projects: view and create projects related to a contact
• Calendar: schedule appointments and set reminders
• Tasks: create to do lists such as follow-up calls or meeting preparations
• Tags: use your own tags to categorize and filter contacts
• Import/Export: import contacts (via support) and export them to excel