CRM

Contact management

Every contact, every conversation, every interaction — in one record that updates automatically and gives your whole team the full picture.

Home Features Contact management
1 record per contact — calls, messages, emails, appointments, invoices, and pipeline history in one place. No switching tools.
Unlimited contacts

A contact record is only useful if it tells the full story.

Most service businesses have contact data spread across multiple places — a CRM, an email inbox, an SMS app, a separate booking system, someone's phone. No one has the complete picture. When a lead calls back or a customer gets in touch, whoever picks up is starting cold.

EveryCatch keeps everything against one contact record — automatically. Every call, message, email, appointment, pipeline stage change, invoice, and review request is logged as it happens. The record updates in real time. Any team member can see exactly what's been said and done, without asking anyone.

Contacts can be tagged, filtered into smart lists, and used as the audience for campaigns, sequences, and bulk actions. The database is the foundation of everything else in the platform — and it maintains itself.

One record. Everything in it. Always current.

1

Contact created from any source

New contacts are created automatically from web chat, forms, inbound calls, SMS, WhatsApp, or email. Existing contacts are matched and updated rather than duplicated.

2

All activity logged automatically

Every interaction — across every channel — is attached to the contact record as it happens. No manual logging, no entries that get skipped when someone is busy.

3

Smart lists and tags keep contacts segmented

Tags and custom fields let you slice your contact base into precise segments — by service type, status, location, or any criteria that matters to your business.

4

Any action taken from within the record

Send a message, book an appointment, create an invoice, move a pipeline stage, or trigger a sequence — all from the contact record, without switching tools.

What's included

Unified contact record

All channels, all history, all pipeline activity — in one place per contact. Accessible by every team member.

Automatic activity logging

Calls, messages, emails, appointments, and pipeline changes all logged without manual entry.

Custom fields

Store whatever data matters for your business — job type, location, source, vehicle registration, or any other attribute.

Smart list segmentation

Build dynamic filtered lists based on any combination of tags, fields, and activity — updated automatically as contacts meet the criteria.

Tags and bulk actions

Tag contacts individually or in bulk. Trigger sequences, send broadcasts, or update pipeline stages across a whole segment at once.

Contact import and export

Import existing contact data from a CSV or migrate from another platform. Export whenever you need to.

One record. Complete picture.

Book a discovery call and we'll show you how the contact record ties together every channel, every automation, and every stage of the customer journey.

Book a free discovery call 30 to 45 minutes. No obligation.