CRM
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
Click any contact, open the Details tab, 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.
To find exactly who you're looking for, click Filters above the Contacts list and filter by tag, pipeline stage, or engagement level (hot, warm, cold).
Add internal notes
Use the Notes tab 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
On the Details tab, click Attach file to keep contracts, proposals, or anything relevant with the right person. Each file can be up to 10 MB, 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 on the Tasks tab so nothing slips, and review the Timeline tab to see every interaction in order.