CONTACT INTELLIGENCE / OVERVIEW
Overview
V6.1 • Secured
ONE PLACE. EVERY RELATIONSHIP.
Know every contact.
Never miss a follow-up.
Personal contacts, business leads and conversations — all in one organized workspace.
◉ Smart Contact Intelligence
Quick Actions
Contact Directory
0 matching contacts • 0/256 selected
| Select | Contact | Type | Location | Budget | Priority |
|---|
Page 1
Import / Export
CSV columns: name, phone, email, kind, location, tag, budgetMin, budgetMax. Phone numbers must be international format (+91...). Imports skip existing numbers.
Follow-up Planner
Campaign Builder
Select contacts in the directory first (up to 256). In Free Mode, each WhatsApp message needs a manual send.
Manual WhatsApp Queue
Each link opens the contact's chat. You must press Send in WhatsApp. Opening a chat is not confirmed delivery.
Google Contacts • Multi-Account Sync
Connect each Google account separately via Google OAuth. Requires People API credentials on your server; contacts.readonly access only.
Voicemail Inbox
When you do not answer or you reject a call, the caller hears your greeting and a beep, and the message is recorded here (known and unknown numbers). Listen, then mark the lead Hot, Warm or Cold.
Greeting & quick messages
Connect your voice number
Then forward missed / rejected / busy calls of your SIM to that number (steps in HOSTINGER_SETUP.md, section 11).
Duplicate Review
Contacts whose mobile numbers match in the last 9 digits are treated as the same person (so +91 98765 43210, 098765 43210 and 98765 43210 are one). The most complete contact is kept; its blanks are filled from the others and their notes, follow-ups, recordings and messages are moved to it.
Team Members
Owners manage everyone. Admins manage agents and viewers. Disabling a user or resetting a password signs them out everywhere.
Add Team Member
Audit Log
Append-only record of logins, failed logins, edits, deletions, consent changes and campaigns.
| When | User | Event | Details |
|---|
Change Password
Changing your password signs out all your other devices.
Recovery Contacts
If you forget your password, a 6-digit code is sent to these.