Conversion · Feature
Every relationship in one record
Tags, custom fields, pipelines, notes, files, and activity history — so you always know who someone is and what happened last.
The problem
Contact details live in your phone, inbox, spreadsheets, and old CRM exports. You rebuild context every time you reach out — and your team sees a different picture.
How it works
SAM stores each person as a rich contact record: demographics, tags, custom fields, pipeline stage, linked properties and deals, calendar activities, inbox threads, and notes. Saved layouts and filters let you pull up seller leads, past clients, or your sphere in one click. Import from CSV, vCard, or AI-assisted import when onboarding.
Pipeline visibility
Kanban by stage shows who needs a touchpoint without exporting to a spreadsheet.
Household consistency
Spouse sync keeps paired contacts aligned when key fields change on either record.
Full context
Notes, files, calendar, inbox, and routines attach to the contact — not scattered tabs.
See it in SAM
Theme-aware product views from the live app — plus campaign hero art where noted.
Tags, custom fields, pipeline stage, notes, and activity history on one record — sample contact George Washington.
Monday morning seller follow-up
You open your “Active sellers” saved layout, see three contacts in “Listing prep,” review notes from last week’s call, and schedule a routine-driven check-in — all from one contact detail screen.
FAQ
Related
Features
- Routines — Date-triggered playbooks with calculations, checklists, and multi-channel actions — plus AI builders for single routines and full workflows.
- Calendar — Activities, recurrence, resources, and routine-linked dates — so your calendar reflects deals and contacts, not just meetings.
- Inbox & Outbox — Unified inbox with assignment, snooze, templates, AI draft suggestions, and an Outbox for review before send — including WhatsApp.
Integrations
- Google — Gmail, Calendar, and Contacts via OAuth.
- Microsoft Outlook — Outlook email, calendar, and contacts for Microsoft 365.
Try Contacts in SAM
Start a free trial or book a walkthrough with our team.