FOCUS 01⊙
Contacts
Record fieldContact fields
Contact fields
Keep email and phone alongside job title, language and notes.
CRM / Contact records
Contact management: customer details and company links
Manage contact details, job titles, company associations and acquisition sources in searchable, filterable records.
PRODUCT VIEW
See how it works.
Each contact record brings together a name, email, phone number, job title, company, status, source, language and notes. Find the right record through list search and status filters, then continue through the detail panel or contact page. Pagination and total record counts make the scope of the list clear.
EXPLORE THE PRODUCT
Sample viewContacts
Record Context / status
Deniz KayaSample companyActive
Ece DemirCustomer relationshipFollow-up
Can YılmazNew recordOpen
DK
Deniz Kaya
EmailContact information
CompanySample company
OwnerTeam member
Information and actions linked to the record
01Identify the contact
02Add relationship context
03Find and update the record
FROM NEED TO OUTCOME
Where this helps.
Having a phone number does not tell you which company someone works for, how the relationship began or which language they prefer. Those details can remain scattered across separate notes.
WHAT YOU CAN WORK TOWARDS
Bring the essential information needed to prepare for a conversation into the customer's own record.
STEP BY STEP
How to use it.
- 01
Identify the contact
Enter the name and contact fields, then associate the appropriate company and job title.
- 02
Add relationship context
Describe the current relationship through status, acquisition source, preferred language and notes.
- 03
Find and update the record
Return through search, status filters and pagination, then update changed information in the detail view.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Contacts
Record / contentStatusOwner
Company association
Connect the contact's business relationship to a company record and preserve shared context.
FOCUS 03↗
Contacts
✓Status and source✓Find and update the record✓See what is included
Status and source
Use the relationship's status and acquisition source when reviewing the list.
FOCUS 04◇
Contacts
Record fieldConsent evidence fields
Consent evidence fields
Record the source and evidence of WhatsApp marketing consent where needed.
FOCUS 05⌁
Contacts
Record / contentStatusOwner
Search and pagination
Narrow the list by status and search, with a visible page size and total record count.
IN EVERYDAY WORK
What it looks like in practice.
Before following up, you check the customer's job title, company and previous notes.
Prepare for the conversation using the contact’s current details, company and notes.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Included in every plan. Contact limits are 500 for Essential, 5,000 for Professional and 25,000 for Business.
- Recording consent evidence does not itself enable WhatsApp sending infrastructure or campaign permissions.
YOUR QUESTIONS
About this feature.
01Do contacts have to be linked to a company?+
Link a contact to a company when that relationship is useful. The person still has their own contact record and contact details.
02What is the language field for?+
It records the contact’s preferred language. You still choose and review the message in the relevant communication workflow.
RELATED WORKFLOW GUIDES
You may also need these features.
CompaniesKeep industry, domain, contact and address information alongside the people and sales work connected to a company.↗Lead InboxOrganize a lead's source, score, first contact date and qualification status, then convert suitable leads into CRM records.↗Activity historyReview calls, emails, meetings, notes, tasks and system activities in their contact, company and opportunity contexts.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Data management
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.