Contact details
A contact's whole story in one record.
4:17 walkthrough, recorded on real data.
Contact details
The contact detail page is where your team actually works. Fields on the left, horizontal tabs for the conversation, activity, notes, tags, emails, campaigns and videos, and compose panels to send an email or SMS, or click to call, without leaving the record.
In this video
- The layout: sidebar, tabs and compose panels
- The conversation tab with email and SMS in one thread
- Adding a note and applying tags
- Stage and status pills, files and the activity log
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Every touch on a timeline
Emails, calls, notes and stage changes, newest first.
Send from the record
Email, SMS and click-to-call from compose panels on the page.
Custom fields
Tenant-defined field categories appear on the record and on the add-contact form.
Notes with reminders
A note can schedule an SMS reminder to the rep at a set time.
Duplicate detection and merge
A matching email or phone offers a side-by-side merge.
Watch next
All 31 walkthroughsUnified inbox
3:06Email, SMS and voicemail in one thread per contact.
Company records with their own roster, pipeline and history.
Tasks
2:49Tasks and appointments tied to the record, with reminders.
See it on your own data
Book 20 minutes and we will walk through Contact details live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer