CRM & Contacts
The unified contact record at the center of everything.
Overview
A contact-centric CRM where every person (lead, customer, patient, student) is a record with custom fields, tags, activity history, and relationships. Contacts are the join key for nearly every other feature — messages, appointments, opportunities, and invoices all hang off a contact.
What it's for
Store a 360° view of a person and use that data to trigger automations, segment audiences, and personalize outreach.
Capabilities
Contact record
Name, email, phone, address, company, plus an activity timeline of every interaction.
Custom fields
Per-sub-account custom fields (text, number, date, dropdown, checkbox, file, URL) attached to contacts.
Tags
Free-form labels for ad-hoc segmentation and workflow triggers.
Smart lists / dynamic segments
Saved filters that auto-update membership based on field + tag + activity rules.
Search & filters
Filter by any field, tag, activity, pipeline stage, or date range.
Import / export
CSV import with field mapping; bulk export of filtered lists.
Merge & dedupe
Combine duplicate contact records and consolidate their histories.
Relationships
Link related contacts (e.g. parent/child, referral source).
Use cases
Segment warm leads
Build a smart list of contacts with a tag 'demo-booked' and no activity in 14 days, then trigger a re-engagement workflow.
Personalize outreach
Reference custom fields (e.g. 'property_type') in email/SMS templates so messages read as 1:1.
Clean up a messy list
Use merge to combine duplicate records imported from two CSVs without losing activity history.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design the custom fields and tags I should add to contacts for a [industry] business so I can segment by [segment criteria] and trigger workflows on [events].Write the filter rules for a smart list that captures [audience description] using fields [field names] and tags [tag names].Integrations & connections
- Feeds Workflows (triggers on contact created/updated/tag added)
- Source for email/SMS campaigns and bulk sends
- Backs pipeline opportunities and calendar appointments
- API + webhooks for sync with external CRMs
Gotchas & limits
Things an AI should not assume about this feature.