More than a phone number
Alongside name, mobile, email and company, you define your own fields — city, plan, renewal date, preferred language, whatever your business actually needs. Those fields then become available as variables in every message, template and automation.
- Custom fields you define, on every contact
- Tags for segmentation and quick filtering
- Notes for context that does not belong in a field
- Contacts created automatically when someone messages you
Groups you can actually send to
A phonebook is a named group of contacts. Build one by import, by filtering on tags and fields, or let your store fill one automatically. Campaigns send to phonebooks, so the quality of your segments directly decides the quality of your results.
- Multiple phonebooks, and a contact can be in several
- Build from tags, custom fields or an import
- Store customers land in a phonebook automatically
- Reuse across campaigns
Your data comes in and goes out
Import from CSV, mapping your columns to fields including your custom ones. Export whenever you want. There is no lock-in, and no version of this product where your customer list is held hostage.
- CSV import with column mapping, including custom fields
- Duplicates matched on the phone number, not blindly appended
- Export the whole list or a filtered segment
- Delete a contact and their conversation history goes too
Buyers become contacts, automatically
With a connected store, every customer who orders is synced into your phonebook with their spend, order count and last order date — and tagged automatically as a repeat buyer, a one-time buyer or a COD risk. Those tags are what make win-back and replenishment campaigns possible.
- Spend, order count and last order date kept current
- Automatic tags such as repeat, one-time and cod-buyer
- Manual tags and custom fields you added are never overwritten
- Ready-made segments for win-back and replenishment campaigns