Contact Database
Complete contact records with custom fields
Complete contact records with custom fields
Organization records with account bands, industry classification
New companies are enriched from their own website: description and profile details filled in automatically, with a live status on the record.
Automatic grouping of contacts by company
Link contacts to companies, deals, and accounts
Configurable custom fields on contacts, companies, and deals (plan limits apply)
Flexible tagging system for categorization
Edit, assign, tag multiple records at once
Full-text search across all entities
CSV import with field mapping, duplicate detection, rollback
Duplicate detection, merging, normalization tools
Track deals from first touch to close with complete visibility and accurate forecasting.
Unified inbox and email sync, plus browser-based meeting recording: transcripts and Lumo summaries land on the right contact automatically.
Dynamic segments of the people already in your workspace, filtered, scored, and ready to hand off to your connected outreach tools.
Turn your own site into a pipeline source: forms, visitor intelligence, and attribution, with first-party company reveal you switch on when you want it.
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