All features
Sales

Contacts & Accounts

A single source of truth for every relationship.

Overview

Manage B2B accounts and individual contacts in one place. Automatic lead scoring, duplicate detection, interaction history, and document storage keep your data clean and actionable.

Key capabilities

  • B2B accounts & B2C contacts
  • Automatic lead scoring
  • Duplicate detection
  • Full interaction history
  • Contact-level document storage
  • Custom fields & tags
  • Activity timeline
  • Linked opportunities
app.swiftlycrm.com/contacts