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Contact Management

Every Contact, Every Conversation, One Profile

Keep contacts, conversations, and deals connected. When a new person messages you, Connect-CRM prompts you to add or deny them, keeping your CRM clean and complete.

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14-day free trial on Scale, no credit card required

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One profile per client, across every channel

A CRM Is Only Useful If the Data Stays Clean

Contacts arrive from every direction: email, messaging apps, social. When each channel keeps its own version of a person, the CRM fills with duplicates and half-finished records that nobody trusts.

Without Smart Contacts

  • The same client exists under several records
  • Spam and cold outreach clutter the database
  • Conversation history is split across channels
  • Notes and tasks live somewhere other than the contact

With Connect-CRM

  • You approve who enters the CRM in the first place
  • Irrelevant messages never become contacts
  • Every channel attaches to one client profile
  • Notes, tasks, and deals sit on that same profile

Why Contact Management Matters

You Decide Who Gets In

Accept or deny each new contact before it reaches your database.

One Profile Per Client

Messages from every connected channel attach to the same record.

Context Where You Need It

See the related opportunity, notes, and next task while you reply.

A Database You Trust

Fewer duplicates and less clutter means reporting you can rely on.

How Contact Management Works

Approve new contacts, keep every conversation attached to the right profile, and work from a record that stays complete.

Step 1

Someone New Messages You

Connect-CRM detects a sender who is not yet in your database.
Step 2

Accept or Deny

You decide whether that person becomes a contact, so spam stays out.
Step 3

Conversations Attach

Messages from every connected channel link to that one profile.
Step 4

Work From the Profile

Add notes, set tasks, and move the related opportunity forward.

Decide Who Enters Your CRM

Not every message belongs in your sales workflow. When someone new contacts you, Connect-CRM can prompt you to accept or deny the contact before adding them, which keeps your inbox focused and your data cleaner.

  • Accept new leads into your CRM
  • Deny irrelevant or unwanted messages
  • Reduce spam and unnecessary clutter
  • Keep your contact database cleaner
Explore the Unified Inbox
Client conversations tied to contact records in the Connect-CRM workspace

Contact Management Is Included in Every Plan

Every plan includes contact management. What changes between plans is how many active contacts you can keep.

  • Starter

    €39

    per user / month, billed annually

    Included

    500 active contacts

  • Growth

    €69

    per user / month, billed annually

    Included

    2,000 active contacts

  • Scale

    €129

    per user / month, billed annually

    Included

    Unlimited active contacts

Additional active contacts beyond your plan limit are available as an add-on. See the pricing page for details.

View PricingContact Sales

Frequently Asked Questions

Connect-CRM can prompt you to accept or deny the new contact before adding them to your CRM, which keeps your database clean.

Keep Every Client Record Clean and Complete

Start your 14-day free trial of Scale and bring contacts, conversations, and deals into one connected profile.

Join the WaitlistContact Sales

14-day free trial on Scale, no credit card required