People and Companies

The ins and outs of everything related to contacts.

One view of all the people you know at a single organization.

Organize your contacts with Stages, Segments, Next Steps, and Tags.

Use audiences to provide focus and target various subsets of all the people you know.

Visualize your people, companies, properties, and deals with different layouts.

Apply changes like Stages, Segments, and Tags to many people at once.

Many useful ways to search, filter, and sort for your people, companies, and deals.

From lead to close, track where they are on the client journey with you.

Track who the person is to you (e.g. clients, customers, partners, buyers, sellers).

Keep track of what you've done and what you need to get done next.

Selectively export people and companies. Create address labels.

Respond to compliance requests and use Smart Links to manage consent.

Details behind the Cloze Relationship Score.