Contact Registry
The Contact Registry module manages all individual stakeholders associated with accounts, enabling detailed tracking of communication, roles, and relationships within an organization.
Each contact represents a real person—such as decision-makers, managers, or influencers—linked to an account. This allowing sales teams to maintain personalized communication and build stronger relationships at an individual level.
👤 Key Capabilities
Profile Management
Store name, email, phone, designation, and company association for every stakeholder.
Communication Trail
Track all interactions such as calls, emails, and meetings for each individual contact.
- Account Association: Link contacts to their respective accounts for a structured hierarchy.
- Role Identification: Identify decision-makers, influencers, or technical contacts within organizations.
- Search & Filtering: Quickly find contacts by company, role, or activity status.
⚙️ Contact Workflow
Onboard New Contacts
Create or import contacts into the system Registry.
Map to Account
Associate contact with their relevant organization.
Track Engagement
Log all interactions and maintain a complete relationship timeline.
Identify Decision-Makers
Prioritize engagement based on the contact's role within the deal.