Contacts Management
Learn how to manage your contact database, organize contacts with tags, and send bulk SMS messages.
Overview
The Contacts page is your central database for managing all customer contacts. Unlike leads which represent potential customers, contacts are your established customer database. You can manually create contacts, import them from CSV files, organize them with tags, and send bulk SMS messages.
Contact Database: Build and maintain a comprehensive database of all your customers and contacts. Use tags to organize contacts by category, location, or any custom criteria.
Key Features
Create Contacts
Manually create contacts with name, email, phone, company, and custom notes. Contacts can also be created automatically when leads are converted.
Edit & Update
Update contact information, add notes, and manage contact details. Keep your database up-to-date with the latest information.
Tags & Categories
Organize contacts with tags. Create custom tags to categorize contacts by location, industry, customer type, or any criteria you need.
Bulk SMS
Send SMS messages to multiple contacts at once. Filter contacts by tags or criteria, then send personalized bulk messages.
Filter & Search
Filter contacts by tags, company, or custom fields. Search by name, email, or phone number to quickly find contacts.
Import & Export
Import contacts from CSV files or export your contact database for backup and integration with other tools.
Creating Contacts
Manual Creation
Click the "New Contact" button and fill in the contact details: name, email, phone, company, and optional notes.
Import from CSV
Import contacts in bulk from a CSV file. Map columns to contact fields (name, email, phone, company) and import all contacts at once.
Convert from Leads
When a lead becomes a customer, convert them to a contact. The lead information is automatically transferred to the contact database.
Tags & Organization
Tags help you organize and categorize your contacts. Use tags to group contacts by location, industry, customer type, or any custom criteria. You can assign multiple tags to each contact.
Common Use Cases
Location-Based
Tag contacts by city, state, or country (e.g., "New York", "California", "USA")
Industry-Based
Tag contacts by industry (e.g., "Technology", "Healthcare", "Finance")
Customer Type
Tag contacts by customer type (e.g., "VIP", "Regular", "Prospect")
Custom Categories
Create any custom tags that fit your business needs
Bulk SMS Messaging
Send SMS messages to multiple contacts at once. Filter contacts by tags or criteria, compose your message, and send personalized bulk messages.
SMS Integration: To use bulk SMS, you need to configure a Twilio integration in Settings > Integrations. SMS usage is limited based on your plan, or you can use your own private Twilio integration for unlimited SMS.
How to Send Bulk SMS
Filter Contacts
Use filters to select the contacts you want to message. Filter by tags, company, or custom criteria.
Compose Message
Write your SMS message. You can use variables like {{contactName}} to personalize messages for each contact.
Review & Send
Review the message preview and the number of contacts who will receive it. Click "Send" to deliver the messages.
Import & Export
Import contacts from CSV files or export your contact database for backup and integration with other tools.
Importing Contacts
Prepare CSV File
Create a CSV file with columns for name, email, phone, company, and any custom fields. Include a header row.
Map Columns
Upload the CSV file and map each column to the corresponding contact field (name, email, phone, company).
Import & Review
Review the import preview, then click "Import" to add all contacts to your database. Duplicate contacts will be merged automatically.
Exporting Contacts
Export your contact database to CSV format for backup or integration with other tools. You can export all contacts or filter by tags/criteria before exporting.
Export Options: Export all contacts or filter by tags, company, or custom criteria before exporting. The exported CSV includes all contact fields including tags and notes.
💡 Pro Tips
- Use tags consistently to organize your contact database
- Add notes to contacts to track important interactions and context
- Regularly export your contact database for backup
- Use bulk SMS for marketing campaigns, announcements, or important updates
- Filter contacts by tags before sending bulk SMS to target specific groups
- Convert leads to contacts when they become customers to maintain a clean database