Who is who at each company
The Contacts view holds the people you work with, linked to their company. The agent records them and updates them when you ask.
What you find in Contacts
For each contact you see name, role, company and the details to reach them. You search by name, company or role.
- Quickly look up the contact at a client.
- Ask the agent to add or update a contact.
- See at once who works at a company.
These agents work in Contacts
Ask in the chat and the agent reads Contacts, adds to it or updates it. You see the result right away.
Sales assistant
The Sales Assistant finds companies that match your target group, enriches them into leads with a contact person and contact details, and then prepares the conversation and the proposal. Price, promise and sending stay yours.
The tools behind Contacts
Questions about Contacts
Does a contact always belong to a company?
Usually, yes. A contact is linked to a company, so you see who works at a client.
Who can see the contacts?
Everyone in your own workspace. A view belongs to your company's workspace and isn't visible to anyone else.
See how Contacts fits your work?
In a 15 minute strategy call we look at which agents and views fit your process.