Contacts and companies
Centralize contacts, companies and leads with full history, stakeholder map, smart deduplication and a unified timeline per record. No more scattered data.
- Contacts, companies, leads and corporate groups
- Smart deduplication and merging
- Unified timeline per record
A genuinely clean database
Smart deduplication detects and merges repeated records so you can trust every contact.
See the account structure
Company hierarchy shows headquarters, branches and subsidiaries, and where the decision actually sits.
The whole story on one thread
The unified timeline pulls emails, calls, tasks and deals for each relationship into a single line.
Map who decides
Stakeholder mapping reveals influencers, sponsors and blockers before you walk into the room.
Quality that maintains itself
Data-quality rules flag missing or inconsistent fields at entry, not months later.
Account hierarchy (parent/branch) and decision map per contact
Dedup that detects and merges duplicates automatically
Data quality with rules that flag what’s missing
Everything in one place
Each company and contact gathers activities, emails, attachments, deals and tickets in a single timeline.
Data quality
Deduplication finds and merges duplicate records; quality rules flag missing data before it becomes a problem.
Hierarchy and stakeholders
Model corporate groups with a parent account and map each contact’s decision level.
- 1
Import or create contacts, companies and leads.
- 2
Let deduplication flag and merge the repeats.
- 3
Link companies into a hierarchy and map the stakeholders.
- 4
Follow each relationship through the unified timeline.
The same customer entered three times
Merge unites the duplicates into a single record while preserving everyone’s history.
A large account with many units
Hierarchy links each branch to headquarters so you see the whole relationship, not fragments.
Reconnecting after months
The unified timeline shows everything that happened so you pick up without looking lost.
What does this module actually manage?
Contacts, companies, leads and corporate groups in a single base, with full history per record.
How does deduplication work?
The system detects duplicate records automatically and lets you merge them, preserving everyone's history.
What happens to the history when I merge two duplicate records?
Merging unites the duplicates into a single record without losing any activities, emails or deals from either one.
Can I model a company's hierarchy with headquarters and branches?
Yes. Account hierarchy connects headquarters, branches and subsidiaries so you see the whole relationship.
What is the stakeholder map for?
It reveals influencers, sponsors and blockers on each contact, helping you understand who actually decides.
Does the system flag missing or inconsistent data?
Yes. Data quality rules flag missing or inconsistent fields as soon as data enters, not months later.
Is everything gathered in one place, including emails and deals?
Yes. Each contact and company has a unified timeline with activities, emails, attachments, deals and tickets.
Is this feature included in the free plan?
Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.
Do I need to set anything up to get started?
No. Contacts, companies and leads are ready to use out of the box; deduplication and hierarchy work on the data you enter.