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Last Updated: May 13, 2026, 11:42 AM

Contacts Overview

Contacts are the foundation of your CRM. Every person you interact with—whether a prospect, customer, or lead—is stored as a contact in Quantixone. Manage all your contact information in one central place, organize them with tags and custom fields, and track every interaction.

Contacts list showing the Leads tab with existing contacts The Contacts list — your central hub for all contacts in QuantixOne CRM.

What is a Contact?​

A contact represents a person or organization you work with. Each contact stores:

  • Basic Information — Name, email, phone, company
  • Professional Details — Job title, department, LinkedIn profile
  • Activity History — All messages, calls, meetings, and interactions
  • Engagement Data — Tags, custom fields, scores, status
  • Timeline — Full conversation history with your team

Contact Types​

Contacts can be categorized as:

Leads​

Potential customers you're interested in reaching.

  • Prospects who haven't engaged yet
  • Perfect for outreach campaigns
  • Track engagement and conversion

Customers​

People or companies you already do business with.

  • Active relationships
  • Higher engagement priority
  • Track account activity and growth

Prospects​

Companies or individuals being evaluated.

  • Identified opportunities
  • Under consideration
  • Track deal progression

Core Contact Features​

1. Creating and Managing Contacts​

Add contacts individually or import in bulk:

  • Single Entry — Manually add one contact
  • Bulk Import — Upload CSV/Excel with hundreds of contacts
  • Automatic Detection — System prevents duplicate entries
  • Quick Updates — Edit contact info anytime

Learn more in Creating a Contact.

2. Contact Information​

Every contact includes:

  • System Fields — Built-in fields all organizations use (name, email, phone, company)
  • Custom Fields — Additional fields unique to your business (lead score, preferred contact time, GST number)
  • Company Details — Linked company information
  • Contact Status — Active, archived, or do-not-disturb

Learn more in System Fields & Custom Fields.

3. Finding and Filtering​

Quickly locate contacts:

  • Search — Find by name, email, or phone
  • Filters — Segment by tag, company, status, custom fields
  • Saved Views — Create custom filtered lists
  • Smart Lists — Automatically grouped contacts

Learn more in Search & Filters.

4. Organization with Tags​

Categorize contacts using tags:

  • Auto-Tagging — Automatic tags based on behavior
  • Manual Tags — Create your own categories
  • Segment Lists — Send targeted campaigns to tagged contacts

5. Tracking Activities​

Stay on top of all interactions:

  • Conversation Timeline — See all messages and interactions
  • Task Management — Create and track follow-up tasks
  • Activity Log — View what happened and when
  • Notes — Add private team notes

Learn more in Tasks & Activity.

6. Enriching Contact Data​

Automatically fill in missing information:

  • Data Enrichment — Populate professional details automatically
  • Company Information — Get industry, size, funding, and more
  • Professional Profiles — LinkedIn, employment history, seniority level
  • Batch Enrichment — Enrich hundreds of contacts at once

Learn more in Contact Enrichment.

7. Deduplication and Import​

Keep your data clean:

  • Automatic Deduplication — System finds and merges duplicate entries
  • Safe Import Process — Dry-run shows what will happen before data is written
  • Duplicate Detection — Identifies exact and fuzzy matches
  • Merge Control — You decide how to handle duplicates

Learn more in Deduplication & Import.

Contact Lifecycle​

1. Create​

Add a contact manually or import in bulk.

2. Enrich​

Fill in missing data automatically through enrichment.

3. Organize​

Use tags, custom fields, and filters to organize your contacts.

4. Engage​

Send messages, schedule tasks, and track conversations.

5. Convert (for leads)​

Move leads to customers as they progress through your sales process.

6. Archive (when done)​

Archive contacts you no longer actively engage with.

Key Benefits​

  • Single Source of Truth — All contact info in one place
  • Clean Data — Automatic deduplication and validation
  • Complete History — Never lose track of past interactions
  • Smart Organization — Tags and custom fields for your unique needs
  • Team Collaboration — Keep the whole team informed
  • Data Enrichment — Automatically populated professional details
  • Scalable — Handle thousands of contacts efficiently

Contact Best Practices​

  • Keep Data Current — Update phone/email regularly
  • Use Tags Consistently — Organize for better segmentation
  • Create Useful Custom Fields — Only add fields you'll actually use
  • Prevent Duplicates — Review imports for duplicates
  • Enrich High-Value Contacts — Prioritize important prospects
  • Review Regularly — Archive inactive contacts periodically
  • Note Context — Use internal notes to remember key details

Video Walkthrough​

Watch the complete Contacts walkthrough to get a full overview of the Contacts module in QuantixOne CRM.

What's Next​

Creating a Contact Add your first contacts to the system → System Fields & Custom Fields Understand contact data structure → Deduplication & Import Safely import contacts in bulk →