Contacts & Relationships
Tools for managing people, relationships and engagement history in one place.
- Contact records for individuals and organisations
- Households and family groupings
- Relationships between contacts
- Tags and groups for segmentation
- Interaction history and timeline view
- Communications tools (email, SMS and filtered lists)
- Activity boards
- Task tracking
- Workflow automation
- Custom fields and flexible data structure
- Import tools and onboarding support
- infoodle App access