Manage relationships across every account you own.
Every relationship lives here. Contacts connects the people you know to the accounts they work for, the deals they're part of, and every interaction your team has had with them.
What's included
Contact profiles with roles & titles
Linked to accounts & opportunities
Communication history
About this module
A CRM is only as good as the contact data inside it. Contacts gives each person a full profile — role, title, phone, email, and notes — all linked back to their account, open opportunities, and communication history.
Search by name, role, or account. See at a glance who your team has been talking to and what was discussed. Import from your existing spreadsheets or let contacts accumulate naturally as your team logs activity.
What you can do with it
Find every procurement officer at a specific federal agency in two clicks
Log a call note and have it appear on both the contact and the related opportunity
Track which contacts are involved in which deals across multi-stakeholder accounts
Search across all contacts when a name surfaces in a new conversation
Get this module
Free for all Turtini organizations.
Who it's for
- Account executives managing complex, multi-stakeholder sales cycles
- Account managers maintaining long-term customer relationships
- Operations teams keeping a clean record of every vendor and partner contact
Details
- Category
- CRM
- Pricing
- Free
- Built by
