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.
B12 made it effortless for my firm to move online
B12 made it effortless for my firm to move online because it’s one platform that helps us get a lot done, and their team set it up for us.Stephen Broyles Magi Group
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.
Our simple, powerful platform works especially well for businesses in these industries:
Your website, invoicing, contracts, payments, and more, all in one place. Try B12 today.