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contacts management

Efficiently Organize, Segment, and Prioritize Your Contacts

Contacts Management is the core of your CRM, offering a robust system to store, organize, and engage with your customer base. With this feature, you can effortlessly manage your contacts, create dynamic smart lists, and prioritize leads with scoring, ensuring that your sales and marketing efforts are always targeted and efficient.

14 days free trial

Contacts

The Contacts feature provides a comprehensive database where all your customer and lead information is stored and managed. With detailed profiles, you can easily access contact details, track interactions, and stay on top of your relationships.

features

Detailed Profiles: Store essential information like names, email addresses, phone numbers, and notes.

Interaction History: Access a full history of communications, including emails, calls, and meetings.

Custom Fields: Add and organize data points specific to your business needs.

Search and Filter: Quickly find the contacts you need using advanced search and filtering options.

Tags & Automation: Organize contacts with tags and automate workflows for streamlined segmentation and efficient follow-up processes.

Import/Export: Seamlessly transfer contact data to and from other systems.

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Smart Lists

Smart Lists are dynamic segments of your contacts that update automatically based on criteria you define. These lists allow you to target specific groups with tailored messages, ensuring your marketing and sales efforts are as effective as possible.

features

Dynamic Segmentation: Create lists that automatically update as contacts meet or no longer meet the specified criteria.

Custom Filters: Segment contacts by demographics, behavior, engagement, or any custom field.

Real-Time Updates: Your lists are always up-to-date, reflecting the most current contact information and activity.

Integration with Campaigns: Use smart lists to target specific groups in your email, SMS, and other marketing campaigns.

Easy Management: Quickly create, modify, and manage smart lists through an intuitive interface.

14 days free trial

Lead Scoring

Lead Scoring allows you to prioritize your leads based on their likelihood to convert, using a scoring system based on engagement, behavior, and other criteria. This helps your sales team focus on the most promising prospects, increasing conversion rates and sales efficiency.

features

Custom Scoring Models: Define your own scoring criteria based on what’s most important for your business.

Automated Scoring: Leads are automatically scored as they interact with your marketing materials or website.

Real-Time Updates: Lead scores update in real-time, ensuring you always have the most accurate data.

Prioritized Lists: Easily view and sort leads by score, so you can focus on the highest-priority prospects.

Integration with CRM: Lead scores are seamlessly integrated into your contact profiles, providing a complete view of each lead.

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The PeakLevel features

Key Features of The PeakLevel

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