A contact's record
CRM› Contacts› a contactChecked 30 Oct 2026
One person: their details, tags, conversations, appointments, and the actions you can take on just them.
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What people come here to do
873 ways
Add contacts to a workflow
Put a whole list into a workflow at once, one person by hand, or anyone who gets a tag.
5 min · 0 steps
03start here
Reply to customers from one inbox
Texts, emails, chats, calls and socials, all in one thread per customer.
- 1Open Conversations
- 2Start with Unread
- 3Open the customer
5 min · 5 steps
92
Book a client in yourself
Add a booking for a customer who rang or walked in.
- 1Open the calendar view
- 2Fill it in
- 3Need a time outside hours?
2 min · 3 steps