CRM module

Contact Management

Every customer, contact and conversation in one place. Organise companies and contacts with full interaction history, segmentation and duplicate detection, so nobody starts a conversation cold.

Companies & contactsTimelineClean data
LH
Layla HaddadProcurement manager · Emirates Retail
Decision makerArabic/English
CompanyEmirates Retail
Last contact2 days ago
Deals2 open
2 days agoWhatsApp: asked for revised quote
Last weekMeeting at their office · 45 min
Sep 2026Attended product webinar
AI38 duplicates found from last event import
Key features

What you get with Contact Management

01

Company & contact records

Hierarchies, roles and custom fields.

Duplicate checkLive
ContactMatchAction
Layla HaddadL. Haddad · same emailMerge
Omar K.Omar Khalid · same phoneMerge
info@gulfmartGeneric emailReview
02

Interaction history

Emails, calls, meetings and WhatsApp logged automatically.

Account hierarchyLive
Emirates Retail GroupParent account
ER DubaiBranch
Layla H.Sam P.
ER Abu DhabiBranch
Noor A.
ER OnlineDivision
Kim L.
03

Segmentation

Tags and smart lists for targeting.

04

Duplicate detection

Merge duplicates and keep data clean.

Auto
email & WhatsApp logging
Smart
duplicate detection
Custom
fields & tags
Parent
/child accounts
AI
DXB AI noticed

“38 duplicate contacts detected from last month’s event import.”

Insights like this appear automatically in Contact Management, with a suggested next step.

See Contact Management with your own data

Book a free demo and we’ll configure it around your workflows.