Contacts and companies
One page per person with all their channels, tags, custom fields, language and history, companies with their people, and merging duplicates.
A person, not a messenger ID
A contact brings together all of a person's channels (Telegram, WhatsApp, Viber) and their site forms. The page shows deals, tasks, letters, visits and a timeline with comments and the history of changes.
Fields that fit your business
Add custom fields to contacts, companies, deals and tasks: text, number, yes/no, date, a coloured list, several from a list, a staff member. Funnels fill them with customers' answers, and boards group by them.
A tidy base
An owner on every contact and company, tags for segments, the Mine filter, one-button merging of duplicates, and Excel export and import without duplicates.
Inside
Code, contacts, website, address and owner.
For filters and broadcasts.
The one bots and broadcasts use.
Own and unowned, or all, by role and access rules.