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Contacts

My Contacts

Start Building Your Contact Database

Add contacts manually, import from CSV files, or capture leads through forms and pages to begin tracking relationships.

Add Your First Company

Create company records to group multiple contacts under one business profile and track interactions efficiently.

Organize and segment contacts for broadcast newsletters, campaigns, and pipelines.

Apply dynamic tags to label contact attributes, acquisition sources, and intent.

#enterprise
14 contacts assigned
#paying-customer
29 contacts assigned
#demo-requested
11 contacts assigned

Visual Deal Pipeline. Drag and track deals across engagement stages.

Lead In 2 Deals
Acme SaaS License
$3,400
Acme Corp • Johnathan Vance
Contact Made 1 Deal
Custom CRM Integration
$7,500
Apex Media • Elena Ramos
Meeting Scheduled 1 Deal
Annual Cloud Setup
$12,000
Global Logistics • Marcus Chen
Proposal Sent 1 Deal
Whitelabel Portal Tier
$18,500
Bright Ventures • Sarah Miller
Won / Closed 3 Deals
Enterprise Multi-Seat
$24,000
Nexus Corp • David King
Deal Name Company Stage Amount Expected Close Actions
Enterprise Multi-Seat Nexus Corp Won / Closed $24,000 Closed
Whitelabel Portal Tier Bright Ventures Proposal Sent $18,500 In 5 days
Order # Customer Items Total Status Date
#ORD-9821 David King KayWat Enterprise Subscription (Annual) $2,450.00 Paid Sep 22, 2026
#ORD-9820 Elena Ramos Marketing Suite Add-on $499.00 Paid Sep 21, 2026
Transaction ID Gateway Amount Status Payment Type Timestamp
txn_3N82jx92K8101a Stripe Connect +$2,450.00 Succeeded Visa ending in 4242 Sep 22, 2026 14:32
txn_3N82jx92K8102b Stripe Connect +$499.00 Succeeded Mastercard ending in 8812 Sep 21, 2026 09:15

Booked consultations, client calls, and product walkthroughs.

Enterprise Demo Call

Today 3:00 PM

Marcus Chen • Global Logistics • 45 minutes on Google Meet

Join Meeting Link
David King
Thanks for the update on the custom domain...
15m ago
Elena Ramos
Could we schedule a call regarding API keys?
2h ago

David King

david@nexuscorp.com • Nexus Corp
High Intent

Hi David, we have provisioned your enterprise access with dedicated API tokens.

Today 1:15 PM

Thanks for the update on the custom domain setup. We're testing the webhook sync now!

Today 1:28 PM

Track CRM action items, follow-up reminders, and client deliverables.

Send revised contract to Sarah Miller
Follow up on Whitelabel proposal revisions requested during demo.
Due Today • High Priority
Configure custom tracking tags for Acme SaaS
Ensure lead scoring rules trigger automatically on form submit.
Due Tomorrow • Normal Priority