Contacts
in one place
Keep every caller and customer organised with their details, full call history and notes. Connect each contact to their deals, so you always know which customer a sale came from.
What are Contacts?
A contact is a person your business talks to. Store their name, phone, email, company and notes in one card. Because contacts are matched by phone number, every call, message and deal for that person is gathered automatically — so context is always a click away.
Your directory
Everyone you talk to, organised
Each row shows the contact’s calls, messages and linked deals alongside their company and email. Search across name, phone, email and company all at once.
| Name | Phone | Calls | Messages | Deals | Company |
|---|---|---|---|---|---|
| J James Wilson | +1 (415) 555-0142 | 8 | 21 | 2 | Acme Corp |
| P Priya Shah | +1 (628) 555-0101 | 4 | 9 | 1 | Northwind |
| M Marcus Lee | +1 (312) 555-0188 | 3 | 5 | 0 | Globex |
| E Elena Ruiz | +1 (206) 555-0173 | 6 | 14 | 1 | Initech |
Click any call, message or deal count to open the full history for that contact.
Two ways in
Add contacts your way
Add someone manually with a name and phone, or save a number straight from a call so the details are already there. Round it out with email, company and notes whenever you like.
- Name and phone are all you need to get started
- Add email and company to keep records complete
- Notes capture anything worth remembering
- Phone numbers auto-format as you type
Contacts + deals
Know which contact brought in the deal
Connect a contact to a deal and the link works both ways. Open the deal to see who it came from and the calls that led to it. Open the contact to see every deal they are part of and what it is worth.
- Link any contact to one or more deals
- Open a deal and see exactly which contact it came from
- Every call and message with that contact sits alongside the deal
- See which customers bring in the most revenue
James Wilson
+1 (415) 555-0142
-
First call
Mar 4Asked about a website redesign
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Follow-up call
Mar 11Walked through the proposal
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Deal won
Mar 18Acme redesign · $12,000
Linked deal
Acme redesign
$12,000
WonFAQ
Common questions
How do I add a contact?
Add one manually with a name and phone number, plus optional email, company and notes. You can also save a number straight from a call so the details are already filled in.
What does a contact card show me?
Each contact lists its call count, message count and linked deals, along with email, company and notes. Click any count to open the full history for that person.
Can I search my contacts?
Yes. Search across name, phone, email and company at once, so you can find anyone in your list in a couple of keystrokes.
Can I see which contact a deal came from?
Yes. Link a contact to a deal and the deal shows who it came from, along with every call and message with that person. On the contact, you see every deal they are part of and its value.
Are contacts linked to my calls and deals automatically?
Yes. A contact is matched by phone number, so its calls, messages and deals are gathered automatically and stay connected as new activity comes in.
Can I edit or remove a contact later?
Any contact can be edited to update its details, or deleted when you no longer need it. Deleting a contact does not remove the underlying call or message history.
Know exactly who is calling
Keep every caller and their history in one place, and see which contact brought in each deal.