Contact Manager

The Contact Manager automatically collects all of your firm’s contacts, emails, messages, forms, and notes in one place, making it a convenient way to organize and quickly reach any prospect or client.

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Manage all business interactions in a single place

Manage all business interactions in a single place

Import or manually add your existing professional contacts, then add new prospects and clients any time
View all interactions with a particular contact, including chat history, form submissions, and emails
Take internal-facing notes about contacts to help you keep track of important details and offer them the most tailored level of service
Send marketing, reminder, and confirmation emails to contacts without leaving B12
Tag your contacts individually or in bulk to stay organized, qualify them for next steps, and remind yourself about follow-ups
Visitors who fill out your contact form, sign up for your newsletter, or engage with you via website chat are automatically added to your contact list
The Contact Manager’s search tool lets you quickly locate a contact or group of tagged contacts when you need to reach them

Join thousands of professionals using B12 to power their business online

Barbara Bartelsmeyer

Partner / COO, Action Logistix

I can make [website edits] myself, and it’s as simple as working in a Word document. If I need more help, I’ll email the B12 team and within 24 hours, boom, it’s done.

Barbara Bartelsmeyer

Partner / COO, Action Logistix

Read Barbara Bartelsmeyer's story

Jia Junaid

Founder, Atlas Law

I love that B12 prompts me to update certain [website] features and add integrations like online scheduling to increase efficiency in my law firm. These recommendations are often things that I would have never considered but have proved to be incredibly useful.

Jia Junaid

Founder, Atlas Law

Read Jia Junaid's story

Anthony Bell

Founder and Managing Partner, The Bell Group

With B12, the quality is 10/10. I feel like I got the finished product of building a site from scratch, but it was way easier.

Anthony Bell

Founder and Managing Partner, The Bell Group

Read Anthony Bell's story

Heather Carnes

Founder, Envision HR

B12 has raised the entire bar of website professionalism.

Heather Carnes

Founder, Envision HR

Read Heather Carnes's story

FAQ

B12’s Contact Manager allows you to manage all of your contacts, messages, forms, and more in a single place. It’s located in the B12 Editor under “Your business”. You can click on an individual contact to review any past interactions, form submissions, or their basic information.

All interactions with clients and prospects, including form submissions, contact details, on-site chat messages, and intake notes are automatically stored and can be viewed in the Contact Manager.

It can recognize duplicate contacts with the same email or phone number and will merge them. It won't merge contacts based on name alone, in case you have multiple contacts with the same name.

The Contact Manager syncs with and can import contacts from Gmail, Office 365, Yahoo Mail, or by uploading a CSV file.

The Contact Manager is part of our Standard and Premium plans. There are no limits on the number of contacts or forms you can add, emails or contracts you can send, or eSignatures you can collect.