MODULE 01

Contacts and segments

One database for every client, with custom fields, tags, smart lists and clean CSV import and export.

What it is for

Contacts is the database every other module reads from: people and companies, with their fields, tags and full activity timeline.

First steps

  1. Add a contact by hand or import a CSV from your old tool.
  2. Create custom fields in folders for the details you track.
  3. Tag contacts and save smart lists that keep themselves up to date.
  4. Open a record to see every message, call, deal and note in one timeline.

What it includes

  • Smart lists that update themselves
  • Company records for B2B clients
  • Lifecycle stages and engagement scores
  • Guided CSV import with field mapping
  • Custom fields in folders
  • Color-coded tags
  • Duplicate detection and merge
  • Bulk edit, tag and delete
  • Export any time
  • Multiple emails and phones per contact
  • Pinned rich-text notes

See the contacts and segments feature page ↗

Something missing or unclear? Email hamid@revgrow.app.