Sales Operations

Lead & Contact Management

Organize and manage all your leads and contacts with powerful segmentation, tagging, and lifecycle tracking.

Centralized contact database
Smart segmentation
Lifecycle tracking
Duplicate management
Custom fields

Your Single Source of Truth for Contacts

All your leads, contacts, and accounts in one place. Powerful search, smart segmentation, and clean data management keep your database working for you.

Complete Contact Profiles

Every contact record includes communication history, company information, deal associations, and custom fields specific to your business.

Key Capabilities

Contact Features

  • Full profile management
  • Custom field support
  • Tag and segment assignment
  • Lifecycle stage tracking
  • Owner assignment

Organization

  • Smart lists and segments
  • Dynamic filtering
  • Saved views
  • Bulk actions
  • Import/export

Data Quality

  • Duplicate detection
  • Merge capabilities
  • Data validation rules
  • Field standardization
  • Enrichment integration

Segmentation Power

Build dynamic segments based on any combination of attributes, behaviors, and engagement. Use segments for targeted outreach and personalized campaigns.

Account Hierarchies

Link contacts to accounts, associate accounts with parent companies, and see the full organizational structure for enterprise selling.

See Lead & Contact Management in action

Get a personalized demo and see how this feature can help your team.

Request a Demo