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

Next feature

Web clipper extension

Optimize your time by clipping and saving product specs and images from websites directly to your projects or favorites board.

Try our 30 Day Free Trial with no strings attached. If you still have questions, feel free to contact us and we’ll be happy to address them.