DocsContacts & CRM
Contacts & CRM
Manage your audience with tags, segments, custom fields, and a visual CRM pipeline.
Adding Contacts
Manual
Add contacts one by one from Contacts → Add Contact
CSV Import
Upload a CSV file with name, phone, email, and tags
API / Forms
Auto-create contacts via API, forms, or chat widgets
Organization
- Tags — Label contacts with multiple tags (e.g., "VIP", "Lead", "Newsletter"). Use tags to filter audiences for campaigns.
- Segments — Create dynamic segments based on tags, custom fields, activity, and channel. Segments auto-update as contacts change.
- Custom Fields — Add any custom field (text, number, date, dropdown) to store extra data like company name, plan, or purchase history.
- CRM Pipeline — Visual drag-and-drop pipeline in CRM → Pipeline. Create custom stages, assign deals, and track revenue.
CRM Pipeline
Navigate to CRM to access the visual pipeline board.
Create custom stages (e.g., "New Lead" → "Qualified" → "Proposal" → "Won").
Drag contacts between stages. Add notes, set follow-up dates, and assign team members.
Use the pipeline alongside campaigns — automatically move contacts based on message responses.