Contacts and CRM
Contact Management
Contacts stores customers, prospects, suppliers and other people associated with the organisation.
A consultancy could keep client contacts, prospects and referral partners in one searchable workspace.
Can replace: HubSpot CRM, Pipedrive contacts, Zoho CRM, Salesforce contact records.
Contact Types
Contact types allow businesses to classify contacts, such as customer, supplier, member, prospect or partner.
A professional association could separate members, sponsors, speakers and prospective members.
Can replace: HubSpot contact properties, Airtable categories, Zoho tags.
Contact Import
Contact Import allows contacts to be added from external files or structured data.
A school trust could import parent or supplier records from an existing spreadsheet.
Can replace: Mailchimp import tools, HubSpot import, Salesforce Data Loader.
Data Hygiene
Data Hygiene helps identify and manage incomplete, duplicated or inconsistent contact records.
A multi-site retailer could locate duplicate customer records and missing contact information before launching a campaign.
Deals
Deals provide a lightweight view of commercial opportunities and their progress.
A construction company could track enquiries from initial consultation through quotation and signed work.
Can replace: Pipedrive, HubSpot Deals, Zoho CRM Opportunities.
Lead Scoring
Lead scoring helps prioritise contacts according to engagement, behaviour or business value.
A training provider could prioritise companies that repeatedly view course pages and respond to emails.
Can replace: HubSpot lead scoring, ActiveCampaign scoring, Salesforce lead scoring.