Smart CRM

Intelligent Contact Management

Organize, import, and manage contacts with AI-powered insights. Seamlessly integrate with your existing CRM systems and automate contact workflows.

Unlimited contacts
Bulk CSV import
Smart organization
CRM sync

Trusted by organizations worldwide

10M+ contacts managed
99.9% search accuracy

Complete Contact Management Platform

Everything you need to organize, manage, and leverage your contact database for better business relationships and automated communications.

Complete Contact Profiles

Store comprehensive contact information including name, phone, email, tags, notes, and custom cohorts.

Bulk CSV Import

Import thousands of contacts instantly from CSV files with smart validation and error handling.

Smart Contact Lists

Organize contacts into custom lists and segments for targeted campaigns and better management.

Advanced Search

Find contacts instantly with powerful search across all fields including names, numbers, and tags.

Flexible Tagging

Add unlimited custom tags to contacts for categorization, campaigns, and automated workflows.

Bulk Operations

Edit, delete, or move multiple contacts at once with powerful bulk selection and management tools.

Smart Filtering

Filter contacts by lists, tags, cohorts, or any custom criteria for precise contact management.

Rich Notes & Context

Add detailed notes and context to each contact for better relationship management and follow-ups.

Call Integration

Direct integration with AI voice agents for automatic contact updates and call logging.

Multi-Channel Support

Manage contacts across phone, email, and other communication channels from one unified interface.

Data Management

Clean and maintain your contact database with duplicate detection and data validation tools.

Project Organization

Organize contacts by projects and teams with role-based access and sharing permissions.

Rich Contact Data Fields

Basic Info
Name, Phone, Email
Tags & Labels
Custom categorization
Notes & Context
Rich text notes
Lists & Cohorts
Group organization
Ready to organize your contacts?
Smart Organization

Organize Contacts Your Way

Create custom lists, use flexible tagging, and organize contacts by cohorts for targeted campaigns and better relationship management.

Powerful Organization Tools

Custom Contact Lists

Create unlimited contact lists for different campaigns, projects, or customer segments

Unlimited lists
Easy list switching
Bulk list operations
List-specific actions

Smart Tagging System

Organize contacts with flexible tags for advanced filtering and automated workflows

Custom tag creation
Tag-based filtering
Bulk tagging
Tag analytics

Cohort Management

Group contacts by cohorts for targeted campaigns and performance tracking

Date-based cohorts
Custom grouping
Performance tracking
Cohort analytics

Advanced Search & Filter

Find exactly the contacts you need with powerful search and filtering tools

Multi-field search
Complex filters
Saved searches
Export filtered results

Example Contact Lists

High-Value Prospects

Qualified leads with high conversion potential

1,247
Hot Lead
Enterprise
Demo Requested

Existing Customers

Current customers for upsell and retention

3,891
Customer
Active
Renewal Due

Event Attendees Q4

Contacts from Q4 trade shows and events

567
Event
Q4 2024
Follow-up Needed

Product Beta Users

Beta testers for new product features

234
Beta
Feedback
Early Adopter

Why Organize Your Contacts?

Targeted Campaigns

Send relevant messages to specific segments for higher engagement rates

Better Management

Find and manage contacts faster with smart organization and filtering

Automated Workflows

Trigger automated actions based on tags, lists, and contact attributes

Unlimited
Contact Lists
50+
Search Filters
10K+
Bulk Operations
0.1s
Search Speed
CSV Import Demo

Bulk Import Made Simple

Import thousands of contacts from CSV files with intelligent validation, duplicate detection, and automatic list organization.

Sample CSV Format

contacts.csv

Example CSV file with all supported contact fields

name,phoneNumber,email,tags,notes,cohort,list
John Smith,+1-555-0123,[email protected],"lead,enterprise","Interested in premium features",Q4-2024,High-Value Prospects
Sarah Johnson,+1-555-0124,[email protected],"customer,support","Needs onboarding help",Q3-2024,Existing Customers
Mike Davis,+1-555-0125,[email protected],"prospect,demo","Scheduled for next week",Q4-2024,Demo Scheduled
Lisa Chen,+1-555-0126,[email protected],"beta,feedback","Active beta tester",Q4-2024,Product Beta Users

Supported CSV Fields

All fields are optional except name and phoneNumber

name (required)
phoneNumber (required)
email
tags
notes
cohort
list

Smart Import Process

1

Upload CSV File

5 seconds

Select your CSV file with contact data

2

Data Validation

2 seconds

Smart validation checks for phone numbers and emails

3

Duplicate Detection

3 seconds

Identify and handle duplicate contacts automatically

4

List Assignment

1 second

Assign contacts to appropriate lists and categories

5

Import Complete

Instant

Contacts ready for use with AI voice agents

Import Results

Typical results from a 10,000 contact import

9,847
Successfully Imported
153
Validation Errors
45
Duplicates Detected
3
New Lists Created
Smart Validation
Automatic phone and email validation with detailed error reporting
Duplicate Detection
Intelligent duplicate detection based on phone numbers and emails
Instant Processing
Process thousands of contacts in seconds with real-time progress
CRM Integration

Connect Your Existing CRM

Seamlessly integrate with your existing CRM system. Keep contact data synchronized and automatically log AI agent interactions.

🏢

Salesforce

Seamless bi-directional sync with Salesforce CRM

Available
Contact sync
Call logging
Opportunity updates
Custom fields
🎯

HubSpot

Native integration with HubSpot's contact management

Available
Lead scoring
Contact properties
Deal tracking
Email sync
📊

Pipedrive

Pipeline management with automatic contact updates

Available
Pipeline sync
Activity logging
Contact enrichment
Deal stages

Zoho CRM

Complete integration with Zoho's business suite

Coming Soon
Module sync
Workflow automation
Custom fields
Reports
🔷

Microsoft Dynamics

Enterprise-grade integration with Dynamics 365

Coming Soon
Entity sync
Business processes
Security roles
Custom apps
🔧

Custom API

Build custom integrations with our REST API

Available
REST endpoints
Webhooks
Real-time sync
Custom fields

Integration Benefits

Bi-directional Sync

Keep your CRM and contact database in perfect sync with real-time updates

Automatic Call Logging

Every AI agent call is automatically logged to your CRM with context and outcomes

Contact Enrichment

Enrich your CRM contacts with AI-powered insights and conversation data

Workflow Automation

Trigger CRM workflows based on AI agent interactions and conversation outcomes

What Gets Synced

Contact Information
Names, phone numbers, emails, and custom fields
Real-time
Call Records
Call duration, outcome, transcripts, and notes
Immediate
Lead Scoring
AI-powered lead qualification and scoring updates
Real-time
Opportunity Updates
Deal stage progression based on conversation outcomes
Immediate

Custom API Integration

Don't see your CRM? Build custom integrations with our comprehensive REST API and webhook system.

REST API

Full CRUD operations for contacts, lists, and call data

Webhooks

Real-time notifications for contact and call events

Documentation

Comprehensive API docs with examples and SDKs

Ready to Connect Your CRM?

Set up your CRM integration in minutes and start syncing contact data automatically with every AI agent interaction.

Data Management

Enterprise-Grade Data Management

Maintain clean, secure, and compliant contact data with automated quality management and comprehensive privacy controls.

Data Quality Management

Maintain clean, accurate contact data with automated validation and cleaning

Phone number validation
Email format checking
Duplicate detection
Data standardization

Privacy & Compliance

GDPR, CCPA compliant contact management with privacy controls

Data encryption at rest
Right to erasure
Consent management
Audit logging

Contact Analytics

Gain insights into your contact database and engagement patterns

Contact growth tracking
Engagement metrics
List performance
Conversion analytics

Data Export & Backup

Export your contact data anytime with flexible format options

CSV export
JSON API export
Scheduled backups
Data portability

Security Features

End-to-End Encryption

All contact data encrypted in transit and at rest

Role-Based Access

Control who can view and edit contact information

Audit Trails

Complete logs of all contact data access and changes

Data Retention

Automated data retention policies and cleanup

Compliance Standards

GDPR
EU data protection compliance
CCPA
California privacy protection
SOC 2
Security controls certification
ISO 27001
Information security management

Privacy Controls

Built-in privacy features for compliance

Data subject access requests
Right to be forgotten
Consent tracking
Data processing logs
99.9%
Data Accuracy
With automated validation
< 0.1%
Duplicate Rate
Smart duplicate detection
100%
Data Portability
Export anytime, any format
24/7
Data Protection
Continuous monitoring

Contact Intelligence

Smart Insights

AI-powered contact insights and engagement predictions

Performance Analytics

Track contact engagement and conversion metrics

Segmentation

Automatic contact segmentation based on behavior

Ready for Professional Contact Management?

Start with our contact management system and experience enterprise-grade data quality and security.