Contacts+

Open the app and link every place you store people’s details—email accounts, phones, and spreadsheets—so everything lands in one clean roster. As data syncs, resolve suggested merges in batches: review conflicts, pick the right number or address as primary, and keep originals archived for safety. Add tags and custom fields (e.g., role, region, source) so you can slice the list later. Use fast filters to find who you need by company, city, last touch, or label. Capture new entries from your browser with the Chrome extension, and keep moving on Web, iOS, Android, and Mac without breaking stride.

Set up collaboration next. Create shared directories for sales, support, recruiting, or vendors, and choose who can view or edit. Drop notes after calls, attach key files, and see the timeline of emails, calls, and meetings in one place. Turn follow-ups into tasks with due dates and reminders, then assign them to teammates. If you book time with contacts, use appointment tools to lock a slot and have it show up for the group. On mobile, caller ID surfaces context before you pick up, and business card scanning adds new people in seconds—no messy manual entry.

For growth work, build a simple pipeline. Define stages (New, Qualified, Proposal, Won/Lost) and drag contacts forward as conversations advance. Auto-tag leads from forms or events via Zapier, route new prospects to the right owner, and notify the team in chat when a hot lead appears. Use segments to craft targeted outreach—customers in a specific industry, warm leads without a reply in 7 days, or champions at key accounts. Send personalized emails with templates and merge fields, log replies to the contact record, and schedule nudges if there’s no response. Prospecting lists stay tidy with duplicate checks and enrichment from social handles and phone data you already have.

Keep data portable and healthy. Import CSV or VCF files, map columns to custom fields, and validate before applying changes. Export just a segment or the entire book for sharing with partners or for backups. Set a recurring Zap to mirror new or updated entries to a spreadsheet or marketing tool, and another one to pull new signups back in. Use smart groups (rules like “Job title contains ‘VP’ and last interaction > 30 days”) to drive weekly reviews. Resolve duplicate suggestions regularly, archive stale records, and document your tags so the whole team uses them consistently. With a single hub, you can onboard new teammates quickly, hand off accounts smoothly, and keep every interaction visible wherever you work.