Contacts and pipelines
Keep every customer and deal organised.
Contacts (6)
- Add a contact and edit their detailsAdd customers one by one, edit their details, and see everything about them (tags, notes, deals and activity) in one panel.
- Import and export contacts with CSVAdd many contacts at once from a spreadsheet, and download your contact list as CSV or JSON.
- Search and filter contacts, and save segmentsFind any customer in seconds, narrow your list by tag, score, date and more, and save a filter as a segment to reuse.
- Consent and opt-outs for WhatsApp messagesRecord that a contact agreed to hear from you, find contacts who opted out, and understand how Responseify stops messages to them.
- Lead scoring: find your hottest contactsGive contacts points for what they do (messaging you, getting a deal), see Cold, Warm, Hot and Very Hot labels, and sort your list by score.
- Tag or message many contacts at onceTick several contacts in the list and apply a tag, start a broadcast, or delete them in one go.
Tags, fields and segments (1)
- Organise contacts with tags and custom fieldsCreate colour-coded tags for quick grouping, add your own fields such as Budget or Property type, and use them on contacts.
Pipelines and deals (3)
- Create and manage a sales pipelineSet up a pipeline with stages that match how you sell, rename and reorder stages, and switch between pipelines.
- Add deals and move them across your pipelineRecord a sales opportunity with its value and close date, and drag the deal from stage to stage as it progresses.
- Pipeline numbers and deal currencyUnderstand the pipeline totals and the revenue forecast, and choose the currency used for new deals.