Contacts & lead pipeline
Built-in CRM-lite for incoming calls.
Every number that calls or texts you gets auto-saved as a contact. Promote contacts to leads, tag them, move them through pipeline stages.
Contacts
Auto-created on first interaction. You can also add manually: Contacts → New contact. Fields:
- Name
- Phone numbers (multiple supported)
- Company
- Notes
- Tags
Lead pipeline
Optional CRM-style workflow. Default stages:
- New — fresh inbound, no follow-up yet
- Contacted — you've responded
- Qualified — they're a real opportunity
- Proposal — quote / pricing sent
- Won / Lost
Customize stages at Settings → Pipeline.
Promoting a contact to a lead
In any contact card → Promote to lead → pick the initial stage. The contact moves to the leads view and shows up on the pipeline board.
Moving leads through stages
Drag-and-drop on the Pipeline view. Each move logs a timestamp.
Tags
Free-form labels. "newsletter", "high-value", "support-ticket-open". Filter by tag in the contacts list.
Notes + activity log
Every contact has an activity log: every call, text, status change, note. Searchable.
Bulk operations
Select multiple contacts → bulk-tag, bulk-promote, bulk-export. Useful for cleaning up post-event lead lists.
Exporting
Contacts → Export → CSV. Includes all fields + tags. Useful for syncing with a "real" CRM (HubSpot, Pipedrive) once your operation outgrows the built-in.