Everyone who wrote to you, on record
A contact is created the first time someone writes, and from then on it carries what was said, who is answering, and where that person came from.
Nobody has to capture a contact
The first message from an unknown number creates the contact on its own. From that moment the conversation, the calls, the notes and the funnel cards all hang off the same person.
How leads work →
Know where each one came from
Sources and campaigns are lists your team writes itself, in the words your team already uses. Reading them later tells you which campaign brought people and which channel turns into conversations that go somewhere.
Search instead of scrolling
The full list of contacts is there to be filtered and searched, so finding the person you spoke to last month does not mean going through the inbox.
Nothing crosses between teams
Contacts belong to the team that owns them. A person can work in several teams and never sees the contacts of one team from another.
Bring your list in, take it out again
Upload the contacts you already have as a spreadsheet instead of typing them one by one, and export any list exactly as you filtered it, with who each contact belongs to.
How to import and export contacts →
New leads shared out on their own
Choose who on your team receives the leads nobody claimed yet, and how: to all of them at once, or one each, taking turns. Nobody has to hand them out by hand, and nobody gets a second lead before everyone has had one.
How to share out new leads →