ContactBook

Turn scattered address books into a single, team-ready directory in under an hour. Connect your Google Workspace or Microsoft 365 to pull in existing entries, then drag-and-drop CSV or VCF files to bring the rest. Map fields once, preview conflicts, and confirm. Create groups for regions, projects, or departments, and choose who can view, edit, or re-share each list. Everything lives in the cloud, so the same records are available on any device. Edits from one teammate appear instantly for everyone with access.

For daily outreach, build working lists with precise filters—owner, tags, last touch, company size, or custom fields—then save them as segments. Spot duplicates and merge them to keep one authoritative profile. Add context by pinning notes from calls, pasting meeting highlights, or attaching proposals and briefs. Set follow-up reminders for renewals or key dates such as birthdays and anniversaries; you’ll get alerted by email or in-app. When it’s time to message a segment, compose personalized emails, apply your brand styling, and send without exporting.

Collaboration stays simple. Maintain a shared phone book for support, field teams, or the front desk, with permissions that match each role. Assign activities so reps know what’s due today, and track progress from a unified view. Capture fresh leads, qualify them, and move them through stages to visualize momentum in your pipeline. Clinics and consultancies can book and track appointments directly on each profile, keeping schedules and contact details together so nothing slips through between teams or shifts. more