Every lead, client, and prospect lives in your Contacts. Here’s how to search, view, and manage them.
Every contact record gives you a complete picture: details, history, and context in one place.
Name, phone, email, address, and any custom fields specific to their insurance line. All captured automatically from form submissions.
Tags like ‘new-lead’, ‘policy-active’, ‘ready-to-buy’, ‘needs-follow-up’, and ‘referral’ are applied automatically by your workflows. They help you segment and filter your database.
See exactly where each contact is in your pipeline, from New Lead through Closed Won. One glance tells you where they stand.
Full timeline of every interaction: calls, texts, emails, form submissions, appointments, notes. Nothing gets lost.
Add notes to any contact after a call or meeting. Your team can see the full context before picking up the phone.
Call, text, or email any contact directly from the CRM. All communications are logged automatically in their activity history.
Find any contact instantly and take action on groups of contacts at once.
Use the search bar to find any contact by name, phone number, or email. Results appear instantly. You can also use Smart Tags to filter by status, insurance line, or pipeline stage.
Need to tag 50 contacts at once? Export a segment? Send a mass message? The bulk actions menu lets you act on multiple contacts simultaneously.
One simple habit that makes a big difference.
Even a one-line note makes a difference. When you or a team member follows up days later, they’ll have full context without asking the prospect to repeat themselves.
If you need help managing your contacts or want a walkthrough of any feature, reach out to our team. We’re here to help.