Features

Contact & Company Management

Contacts and companies with custom fields, clustering, search, and bulk actions.

11 capabilities · Custom fields, clustering, and relationship mapping

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

Engage the whole buying group with full context

Unified inbox and email sync, plus browser-based meeting recording: transcripts and Lumo summaries land on the right contact automatically.

Tasks, bundles, calendar sync, and activity logging in one place.

Dynamic segments of the people already in your workspace, filtered, scored, and ready to hand off to your connected outreach tools.

Try the full workspace free for 14 days. No credit card required.