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Never Lose Touch Again

Stay on top of your professional relationships with an intelligent reconnection queue. Contact Manager surfaces the contacts that need your attention most, helping you maintain valuable connections effortlessly.

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Contact Manager is included in these bundles

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Plugins / CRM & Sales

Contact Manager

Smart reconnection queue with AI insights, health tracking, and team support

Get StartedWatch Demo
  • Smart Queue AlgorithmYour contacts are automatically organized into three groups:
    • Ready to Contact — Rated contacts sorted by urgency (most overdue first)
    • Needs Classification — Contacts missing ratings or ownership—quick-assign from the sidebar
    • Snoozed — Temporarily hidden until their snooze period ends
    • 5 stars = contact every 30 days
    • 4 stars = every 60 days
    • 3 stars = every 90 days
    • 2 stars = every 120 days
    • 1 star = every 180 days
    Urgency is calculated from your rating and time since last interaction:
  • Key Features
    • Priority Ratings — Rate contacts 1-5 stars—VIPs always surface first
    • Smart Snooze — Hide contacts temporarily (defaults adjust based on rating)
    • Activity Logging — Record calls, emails, and meetings with one click
    • Hide/Exclude — Remove contacts from your queue entirely when needed
    • Card-Based UI — Focus on one contact at a time with action buttons
  • Relationship Health TrackingWatch your network health at a glance:
    • Health Score — Decays from 100% based on time since last contact
    • Color-Coded Status — Green (healthy), yellow (needs attention), red (at risk)
    • Sparkline Charts — See health trajectory over time on each contact
    • Urgency Indicators — Days overdue shown prominently on each card
  • AI-Powered InsightsBefore reaching out, get AI-generated:
    • Talking Points — 3-5 conversation starters tailored to the relationship
    • Relationship Assessment — Strong, Good, At Risk, or Cold
    • Recommended Action — What to do next
    • Summary — Quick overview of the relationship
    Insights are cached for 24 hours and refresh when you log new activity.
  • Daily Goals & Progress
    • Set Your Target — Configure how many contacts to reach daily (default: 4)
    • Track Progress — See today's activity count vs your goal
    • Visual Feedback — Progress bar shows how close you are to your target
    • Status Overview — See total queue, overdue, and healthy counts at a glance
  • Team & Multi-User SupportFor teams working shared contact lists:
    • Owner Assignment — Assign contacts to specific team members
    • Queue Filtering — Each person sees only their assigned contacts
    • Quick Assignment — Assign ownership directly from the sidebar
  • Perfect For
    • Sales Professionals — Never let a warm lead go cold
    • Account Managers — Stay proactive with key accounts
    • Networkers — Maintain your professional network systematically
    • Consultants — Keep client relationships warm between projects
    • Recruiters — Stay in touch with candidates and hiring managers
    • Founders — Nurture investor and partner relationships
  • Works Great With
    • Calendar — Schedule follow-up meetings directly
    • Newsletters Studio — Send personalized updates to contact segments
    • Video Conferencing — Start calls directly from contact cards

How It Works

  1. Step 1

    Connect your contacts entity and configure the required fields

  2. Step 2

    Rate each contact by importance (1-5 stars)

  3. Step 3

    Each day, your queue surfaces contacts needing attention

  4. Step 4

    Reach out, log the activity, and the contact moves down the queue

  5. Step 5

    Snooze contacts when timing isn't right

  6. Step 6

    AI helps you prepare with relevant talking points

Integrations

Contact Manager works great with

Gamification

Earn points and maintain streaks for daily reconnections

Calendar

Schedule follow-up meetings with contacts

Newsletters Studio

Send personalized campaigns to contact segments

  • Agency Bundle5 plugins includedEverything agencies need to manage clients, projects, and billing.
  • Business Bundle7 plugins includedComplete business management toolkit.
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