Contacts bulk actions
CRM› ContactsChecked 30 Oct 2026
Tick contacts and act on all of them at once: text, email, ask for reviews, tag, add to a workflow, merge or export.
Tap a number to see what it doesreal screen, demo account
Jobs on this screen
What people come here to do
074 ways
Ask for a Google review after a job
Four ways to ask: by hand, a whole list at once, automatically after every job, or a QR code at the counter.
- 1How review requests work
- 2Write the message once
10 min · 2 steps
1022 ways
Text a group of clients at once
Send one text to a list straight from Contacts, or let a workflow send it in batches.
5 min · 0 steps
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
77
Smart lists: segment your contacts and why it pays
Save a filtered view of your contacts (like 'customers from last year who haven't booked') and message only them.
- 1Why segment
- 2Open contacts and filter
- 3Segments worth saving
10 min · 6 steps