Contact management
Every customer. One complete record.
Half the story in a rep's phone, the rest in a spreadsheet nobody updates — that's how relationships go cold. Getlead keeps every call, note, task and deal on one contact record your whole team can work from.
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Phone
+91 98765 43210
Source
Meta Lead
Owner
Rahul S
City
Kochi
Industry
Automotive
Everything on this record
How it works
Context your team doesn't have to hunt for
A contact record is only useful if it's complete, organised and easy to move data in and out of. Getlead does all three.
Contact timeline
One timeline for every relationship
Open a contact and the whole history is there: every call and its outcome, every note, every task and every deal — in order. Anyone on the team can pick up the conversation exactly where it left off.
- Calls, notes & deals on a single chronological timeline
- Complete communication records — no "ask whoever spoke to them last"
- Activity reminders so the next touch never slips
Organisation
Contacts and companies, properly organised
Build in-depth contact profiles, keep people connected to their companies, and centralise lead data that used to live in six places. The record is rich enough that nobody keeps a private side-list "just in case".
- Detailed contact profiles with the insights that matter at a glance
- Company-level organisation so every stakeholder sits in context
- Centralised lead data for quick access across the team
Your data
Bring it in, slice it, take it with you
Bring your existing contacts in with one spreadsheet upload, cut the database into segments that stay current as people move, and export whatever you need whenever you need it. It is your data, and it goes both directions.
- Import & export — your data moves freely, both directions
- Segmentation to group contacts for targeted campaigns
- Lead scoring to surface the highest-conversion prospects
At a glance
What is contact management software?
Contact management software stores every customer and prospect as one organised record — contact details, company, calls, notes, deals and the full communication history — so anyone on the team can pick up a conversation with complete context. Getlead CRM adds lead scoring, segmentation and activity reminders on top of the record, with import and export for moving data in and out. Contact management is included in every Getlead plan, from ₹599 per user per month.
| Record contents | Details, company, calls, notes, tasks, deals |
|---|---|
| Timeline | Full communication history, in order |
| Data in / out | Spreadsheet import & export anytime |
| Prioritisation | Lead scoring & segmentation |
| Platforms | Web · Android · iOS |
| Included in | Every plan — ₹599–899 / user / month |
FAQ
Contact management, answered plainly
Can I import my existing contacts into Getlead CRM?
Yes. You can import contacts from a spreadsheet in one upload, and export your data whenever you need it. Most teams have their existing book of contacts inside Getlead on day one.
What does a contact record show in Getlead CRM?
Each contact record holds the person's details, their company, and the full history of the relationship — calls, notes, tasks and deals in one timeline — so anyone on the team can pick up the conversation with complete context.
Is contact management included in every Getlead plan?
Yes. Contact management is included in every Getlead CRM plan, along with every other module. Plans cost ₹599 per user per month billed yearly or ₹899 billed monthly, with a 7-day free trial.
Can I see the full history of a customer in one place?
Yes. Every call, task, note, campaign and deal attaches to the contact record, so the whole relationship reads as one timeline. Anyone picking the conversation up can see what was said last time before they dial.
Can I add my own fields to a contact record?
Yes. Custom fields let you record what your business actually needs — vehicle model, policy number, course applied for — rather than working around a fixed template. Those fields can then be used to segment contacts for follow-up and campaigns.
Does the whole team see the same contact record?
Yes. Contacts live in one shared database rather than in individual phones and inboxes, and access within the team is controlled by user permissions. When someone leaves, the relationship history stays with the business.
Can I reach a contact directly from Getlead CRM?
Yes. Contact records support one-tap calling from the mobile app, and outcomes are logged against the record automatically. Campaigns can work the same contacts from the same database.
The fastest reply usually wins the deal
Reply in 30 seconds,
not 30 minutes.
Getlead catches the enquiry, alerts the right rep, and keeps every follow-up on track — so speed stops being luck.
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