People and businesses each have their place
Keep a person’s email, phone and conversation notes on their contact record. Create a separate company record and link the people who work there, including their roles. A company does not need a made-up contact.
Add the details your business needs
Create extra fields for a project budget, renewal date, service needed or a yes/no answer. Group related fields together. Contacts and companies can have different fields.
Find the right people faster
Use the custom-field workspace to filter by the details you track. Save useful lists for yourself or your team, and group matching results. For example, find companies with a renewal date next month.
Keep the next step clear
Review overdue and upcoming follow-ups on the dashboard. Open a contact to see notes and activity, keep useful documents nearby, and mark a follow-up complete when it is done.
Bring your existing work with you
Import contacts or companies from CSV or Excel. Match columns, check the file, and choose whether existing records should be skipped, have empty fields filled, or have selected values updated. Export contacts with the extra fields you choose.
Ask better questions on your forms
Add selected extra fields to a public lead form and choose which answers are required. Visitors see only the fields you publish, not your existing contact records.
Start with a small list
Create your free early-access workspace, verify your email, and import a few contacts. Add the details you need and plan your first follow-up before connecting more tools.