Organize contacts with tags, notes & files
Segment contacts with tags, keep internal notes, and attach files to build a full history.
A tidy contact record makes follow-up easy. Tag for segmentation, add notes for context, and attach files so everything lives in one place.
Tag for segmentation
Open any contact and add tags to group them, by interest, source, region, or any label that fits how you work. Tags power filtering and can trigger automations and email sequences.
You can also filter the Contacts list by tag, pipeline stage, or engagement level (hot, warm, cold) to find exactly who you're looking for.
Add internal notes
Use notes to record context that only your team sees, what was discussed on a call, a preference, or a reminder. Notes appear on the contact's timeline alongside emails, tasks, and deals so you get the full story at a glance.
Attach files
Add attachments to a contact to keep contracts, proposals, or anything relevant attached to the right person. Upload a file and it's saved to that contact's record for anyone on your team to download later.
Tasks and timeline
Add tasks with due dates to a contact so nothing slips, and review the timeline to see every interaction in order.