Contact Management
Every relationship, scored and ranked automatically.
Pulse computes an engagement score and a fit score for every contact — with a 12-week trend so you see momentum, not just snapshots. No more guessing who to call first.
Sarah Park
VP Sales · Globex
Sarah Park
VP Sales · Globex
Sarah Park
VP Sales · Globex
Engagement score with trend
0-100 score from five weighted signals: recent activity, email opens, meetings booked, deal staleness, and open-deal weight — refreshed hourly.
Fit score against your ICP
A separate ICP-fit score weighted by company size, title, lifecycle, and source. Two scores, one ranked list.
12-week rolling trend
Every contact carries a 12-week trend so you spot accelerating, stable, and cooling relationships at a glance.
Anatomy
Every region, explained.
Contact header
Name, avatar, owner, company, lifecycle stage badge (lead / MQL / SQL / opportunity / customer / evangelist).
Score ring
Engagement score with breakdown popover — five signals, weighted, transparent math.
Multiple emails & phones
Multiple email and phone records per contact, primary flag, label per record.
Tags + custom fields
Polymorphic tags with usage analytics; tenant-defined typed custom fields.
Activity timeline
Every call, email, meeting, note attached to this person. Threaded comments + @mentions + emoji reactions.
Deals & companies
Linked deals with stage, value, owner. Company hierarchy with parent/child rollups.
Deep dive
Everything that's in the box.
Lifecycle stages
Six stages from lead to evangelist, fully customizable per tenant.
Engagement breakdown
Every score comes with a transparent breakdown — see exactly which signals lifted or lowered it.
Bulk operations
Bulk update, bulk tag, bulk convert to deals, bulk delete, bulk archive. With undo.
CSV import with deduplication
Column mapping, dedupe by email/phone, preview before commit, row-level error reporting.
Smart merge
Duplicate detection and one-click merge that preserves all activities and deals.
Polymorphic tagging
Same tag system across contacts, companies, deals, and tasks. Fuzzy suggest, AI suggest, merge dedupe, analytics.
Saved views
Save your filter + sort + columns as a view. Private or shared. Pin to navigation.
Full-text search
Postgres tsvector + trigram indexes search by name, email, company, or any custom field.
In the wild
How teams use it.
"We finally know which leads are actually warm. The engagement trend caught three deals we'd written off."
Priya K.
SaaS team, 24 reps
"Fit score lets us focus on accounts that match our ICP. Pipeline quality up, time wasted down."
Carlos R.
B2B services, 12 reps
"Bulk merge cleaned up 6,000 dupes in 20 minutes. Activities preserved on every record."
Maya J.
Logistics, 40 reps
Pulse vs. The Old Way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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