CRM - Contacts

Explore Contacts CRM

Contacts tools built for CRM.

Manage all your contacts, leads, and customer relationships in one place.

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Contacts + CRM

Contacts supports your CRM workflow

Manage all your contacts, leads, and customer relationships in one place.

Open the right Contacts tool from one hub.
Keep related CRM work connected.
Move from overview to feature pages without dead links.
HOW IT CONNECTS
Contacts Platform
Connected workflow
Included Features

Everything Included in Contacts

5 features working together in one unified Contacts platform.

Contact Manager
Keep every contact, company, conversation, document, and interaction connected in one intelligent customer profile. Caspor AI centralizes your customer relationships, giving every team instant access to the context they need to build stronger relationships and close business faster.
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Activity Timeline
See every email, meeting, call, note, task, proposal, and customer interaction in one chronological timeline. Never lose context, duplicate work, or wonder what happened next.
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Company Grouping
Organize contacts by company, organization, department, or custom groups to understand every business relationship at a glance. Easily manage multiple decision makers, subsidiaries, and client accounts from one connected workspace.
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Tags & Segments
Create dynamic customer segments using tags, behaviors, industries, lifecycle stages, or custom filters. Deliver more personalized communication, smarter automations, and highly targeted campaigns.
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CSV Import / Export
Quickly migrate contacts or export customer data whenever you need it. Import thousands of records in minutes while preserving relationships, custom fields, and historical information.
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How it works

How Contacts works

01

Choose a tool

Start from the Contacts feature list.

02

Open the workflow

Go directly to the feature page that matches the task.

03

Take action

Use CRM to move the work forward.

Tutorial coming soon
The Problem

Contacts problems this solves

Scattered tools slow down the team.
Important feature pages are hard to find.
Manual workflows create avoidable delays.
The Fix

Why use Contacts

Centralized tools
Access Contacts features from one page.
Clear next steps
Choose the exact feature you need without guessing.
AI-ready workflow
Use Caspor AI to speed up contacts work.

Contacts That Connects CRM

Contacts works with the rest of CRM to keep your workflow connected.

Connected workflow
Use Contacts alongside the rest of CRM.

Questions about Contacts

What is Contacts?
Manage all your contacts, leads, and customer relationships in one place.
Which tools are included?
Contact Manager, Activity Timeline, Company Grouping, Tags & Segments, CSV Import / Export

Caspor Contacts Pricing

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Related pages
↑ Parent app
CRM
↔ Sibling categories
PipelineAI
↓ Child features (5)
Contact ManagerActivity TimelineCompany GroupingTags & SegmentsCSV Import / Export