The Contacts tab is the heart of your CrocoClick CRM. It allows you to centralize, manage, and leverage all information about your prospects, customers, partners, suppliers, and more.

Thanks to a powerful and intuitive interface, you can stay in control of your relationships and actions.

What is the Contacts tab used for?

• Data centralization: each file lists all the information (email, phone number, status, tags, history, etc.).

• Advanced segmentation: categorize using contact types, tags, and smart filters (Smart Lists).

• Marketing targeting & sales follow-up: launch group actions, trigger automations or personalized campaigns.

• Activity history: find all interactions, notes, tasks, appointments, and documents associated with each contact.

Key features

• Add/update contacts (manually or via CSV import)

• Quick search and filtering on all criteria

• Create and manage smart lists

• Management of tags, custom fields, and contact types

• Bulk actions: grouped actions (SMS, emails, tag modification, etc.)

• Manage tasks, notes, and appointments linked to each contact

• Merging, restoring, deleting contacts, managing duplicates

• Document management attached to the contact file

• Custom associations between contacts (hierarchy, company link, etc.)

Why use the Contacts tab?

• To have a clean, enriched database that is always up to date

• To automate and customize your follow-ups, marketing campaigns, and sales operations

• To save valuable time every day thanks to smart searches, segmentation, and actions

Key points

The Contacts tab allows you to:

• A 360° view of your customer database

• Effective management of your business relationships and communications

• Automate and personalize all your actions from your database