Contact Management

Know when local businesses are ready to buy

Manage your contacts and touch points more efficiently

Tracking contacts doesn’t have to be difficult. Create detailed profiles of your accounts and store them in one central location where they’re easy to access and reference; plus, manage marketing automation campaigns directly in their profiles.

Create detailed contacts

Contact details

Make notes about your contacts’ personality, triggers, and engagement metrics to optimize communication.

Build richer profiles

Create rich profiles

On top of creating standard contact info, you can add images and social accounts to build full customer profiles.

Track every engagement

Track engagement

After creating a contact, all of their campaign activity automatically syncs to their profile for a full history.

Manage contacts in one location

Having your prospect’s contacts in a single location is essential for streamlined contact management. Track engagement with advanced sorting features, create tailored campaigns based on prospect data and make selling easier with all of their information right in front of you.

Manage contacts in one location

Create detailed contact profiles

Local businesses can spot spam the moment it arrives. To get their attention, you need to talk to them, not at them. Our contact management dashboard allows you to create detailed profiles with your prospect’s’ NAP data, biographical info and social pages for personalized interactions. You can also stay updated on all their potential fulfillment projects and unique business priorities from this same page.

Create detailed contact profiles
Create detailed contact profiles

Create detailed contact profiles

Local businesses can spot spam the moment it arrives. To get their attention, you need to talk to them, not at them. Our contact management dashboard allows you to create detailed profiles with your prospect’s’ NAP data, biographical info and social pages for personalized interactions. You can also stay updated on all their potential fulfillment projects and unique business priorities from this same page.

Manage campaigns within Contacts

Create better targeting for your campaigns. By using the detailed profiles you’ve built for each contact and reading through their engagement history, you’ll have the data to understand how to best communicate with—and convert—them.

Manage campaigns within Contacts

Bottom line: Who benefits from our pipeline management solution?

Sales Managers

Automate as much data entry as possible and access all the marketing resources you need in one repository.

Sales Reps

Gain insights into your overall pipeline, improve your daily performance and rest easier with more reliable data.

C-Suite

Don’t lose sleep over how much your CRM costs. Not only are we affordable—we continue to drive sales 24/7.

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