Contacts
in one place
Keep every caller and customer organised with their details, full call history and notes. Your team always knows exactly who is on the line and what happened last time.
What are Contacts?
A contact is a person your business talks to. Store their name, phone, email, company and notes in one card. Because contacts are matched by phone number, every call, message and deal for that person is gathered automatically — so context is always a click away.
Your directory
Everyone you talk to, organised
Each row shows the contact’s calls, messages and linked deals alongside their company and email. Search across name, phone, email and company all at once.
| Name | Phone | Calls | Messages | Deals | Company |
|---|---|---|---|---|---|
|
J
James Wilson
|
+1 (415) 555-0142 | 8 | 21 | 2 | Acme Corp |
|
P
Priya Shah
|
+1 (628) 555-0101 | 4 | 9 | 1 | Northwind |
|
M
Marcus Lee
|
+1 (312) 555-0188 | 3 | 5 | 0 | Globex |
|
E
Elena Ruiz
|
+1 (206) 555-0173 | 6 | 14 | 1 | Initech |
Click any call, message or deal count to open the full history for that contact.
Two ways in
Add contacts your way
Add someone manually with a name and phone, or save a number straight from a call so the details are already there. Round it out with email, company and notes whenever you like.
- Name and phone are all you need to get started
- Add email and company to keep records complete
- Notes capture anything worth remembering
- Phone numbers auto-format as you type
FAQ
Common questions
How do I add a contact?
Add one manually with a name and phone number, plus optional email, company and notes. You can also save a number straight from a call so the details are already filled in.
What does a contact card show me?
Each contact lists its call count, message count and linked deals, along with email, company and notes. Click any count to open the full history for that person.
Can I search my contacts?
Yes. Search across name, phone, email and company at once, so you can find anyone in your list in a couple of keystrokes.
Are contacts linked to my calls and deals automatically?
Yes. A contact is matched by phone number, so its calls, messages and deals are gathered automatically and stay connected as new activity comes in.
Can I edit or remove a contact later?
Any contact can be edited to update its details, or deleted when you no longer need it. Deleting a contact does not remove the underlying call or message history.
Know exactly who is calling
Keep every caller, their history and their deals in one organised place.