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Contacts
Contacts
The lightweight CRM built from email and AI-chat contacts.
· 4 articles
Start here: Add contacts manually & import from CSV
Add one contact by hand, or import up to 5,000 rows from a CSV with column mapping, a preview, and clear counts of what was created, skipped, or invalid.
Add contacts manually & import from CSV
2 min
Manage a contact's profile: details, custom fields, notes & history
2 min
Merge a lead into a verified contact
2 min
Where contacts come from (auto-created from email & AI chat)
2 min