Persons and companies in one place.
Every detail connected to the right profile.
Everything you need to
know your customers.
Import from
Import & sync
Pull contacts from CSV, Google, Outlook,
or any tool. Keep everything in sync.
Custom fields
Custom fields
Text, dropdowns, dates, numbers
and more. Add any field you need.
Recent activity
Email opened
Pricing proposal · 2h ago
Call completed
15 min · with Mark D. · 1d ago
Note added
Budget approved for Q2 · 3d ago
Meeting booked
Demo call · Mar 5 · 1w ago
Activity timeline
See every touchpoint and
interaction at a glance.
All the context you need,
at a glance.
Lisa Chen
lisa@techstart.io
Enrich customer data
Automatically fill in job titles, company info,
and contact details from public sources.
Mark DavisDeal requirements
Team updates:
- @Sarah added pricing details
- @Mike updated technical requirements
Everyone on the team can add context, tag teammates, and keep deal notes up to date in real-time.
Notes are saved automatically and always linked to the contact.
Contact notes
Keep detailed notes on every contact
and share context with your team.
Sarah Johnson
VP Sales · Acme Corp
Follow-up tasks
Create tasks linked to contacts and
never miss an important follow-up.
Sarah Johnson
VP Sales · Acme Corp
Everything in one place
Notes, calls, meetings, tasks, emails
and more, all linked to the contact.
Built for how you
manage relationships.
Sarah MillerAlex JohnsonMike KimEmily TorresPermissions & roles
Control who sees what with
role-based access per contact.
Filter & search
Filter contacts by owner, company,
date, and more in seconds.
Excel
Spreadsheet format
CSV
Comma separated
Export
Download your contacts as Excel
or CSV in one click.