DATA
Contacts
One trusted record per person, with a unified timeline of every call, text, email and event.
WHAT IT DOES
Contacts
Contacts is the shared spine of the CRM: one record per person, with every call, text, email, viewing, document and payment written to the same dated timeline.
Because every other module writes to that timeline, a contact record shows the whole relationship in order, not scattered across four different tools.
FEATURES
What's included.
- One record per person, shared across every module
- A unified, real-time activity timeline
- Tags, custom fields and segmentation feeding Audiences
- Linked deals, documents, payments and pipeline cards
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