Contacts

managing contacts effectively is crucial for maintaining strong customer relationships and ensuring seamless communication across your business operations centralized contact management unified database all contact information is consolidated in one place, allowing for easier access and management this includes comprehensive details such as names, phone numbers, email addresses, messaging channels, and any custom data relevant to your business importing and exporting contacts easy import options quickly populate your contacts database by importing data from csv or excel files this is especially useful when migrating data from other platforms or integrating new batches of client information export capabilities export contact data for external analysis, backups, or to use with other marketing and sales tools this feature supports operational flexibility and data portability, allowing you to leverage your contact data across different platforms and scenarios customization custom fields tailor your contact management system to fit the unique needs of your business by adding custom fields these fields can capture specific information such as client preferences, account numbers, or unique identifiers that are vital for personalized interactions and service offerings how to add a custom field go to settings then enquiries then custom fields page contacts