Contact management software for the fields your business actually uses
Contacts and companies come with the fields every CRM has, plus the ones only your business needs, a timeline of everything that happened, and a way to catch it when the same lead gets entered twice.
Custom fields, checked on the way in
Beyond the standard fields, a workspace can define its own: text, number, a checkbox, a single select or a multi select. Whatever comes in is checked against that definition before it is saved. Unknown fields are dropped, a select has to match one of its own options, and a field marked required cannot be saved empty.
Saved views and tags
A saved view is a filter and sort you keep, so “leads created this week with no reply” is a click away instead of a filter you rebuild every Monday. Tags work alongside views for the looser groupings that do not need a filter of their own, and both can be applied by hand or by a workflow rule.
One timeline per record
Emails, notes, tasks and logged conversations sit on one timeline per contact, in the order they happened. It is the same timeline an AI sales brief reads to summarise a relationship, and the same one a deal on that contact shows alongside it.
Catching the duplicate before it costs you a call
Duplicate detection compares email, phone, and close matches on name and company, and surfaces what it finds for you to confirm rather than merging on its own. Confirm a merge and the two records become one, with the losing record’s emails, notes, tasks and deals folded onto the survivor, so the combined history reads as one relationship rather than two half ones.
Common questions
- What is a custom field, and what happens to bad input?
- A field your workspace defines on top of the standard ones: text, number, checkbox, single or multi select. Input is checked against that definition before it is saved, unknown keys are dropped, and a required field that is missing is rejected rather than silently stored blank.
- How does duplicate detection decide two contacts are the same person?
- It looks for the same signals a person would: matching email, matching phone, or a close name and company match. It surfaces candidates for you to review rather than merging anything automatically, since a false merge is harder to undo than a missed one.
- What happens to the history when two contacts are merged?
- The merge keeps one record and folds the other's emails, notes, tasks and deals onto it, so the combined timeline reads as one relationship instead of two partial ones. The losing record is not just deleted, its history moves with it.
- What is a saved view?
- A filter and sort you have set up once and can come back to, like "leads created this week with no reply," without rebuilding the filter every time you want that list.