CRM / Contacts
Contacts & audiences
Build one usable customer record from profiles, lists, segments, tags, imports, and form responses.
Designed to connect with
Crownvo workspace
Contacts & audiences
Organize
Bring data in
Keep context
Where it fits in Crownvo
Contacts are the shared foundation for pipeline work, conversations, campaigns, appointments, and automation.
Inside the workflow
An audience your whole team can use
Three parts of the workspace, arranged around the job your team needs to complete.
- 101
Organize
Use lists, segments, tags, and custom values to keep audiences actionable.
- 202
Bring data in
Import contacts from CSV or collect them through forms and popups.
- 303
Keep context
Open a contact with the surrounding activity your team needs for follow-up.
Capability set
One record, many workflows
Audience data stays close to the customer journey instead of living in a disconnected list tool.
- Contact profiles and activity context
- Lists, segments, tags, and custom values
- CSV import and audience organization
- Forms and popups that feed the same contact record
Continue the journey
Related Crownvo workspaces
Sales pipelines
Move leads through opportunity stages, keep deal context visible, and give the team one place to manage follow-up.
ExploreUnified conversations
Work customer conversations from a shared inbox instead of piecing together context across separate tools.
ExploreCalendars & appointments
Publish booking links, define availability, manage appointments, and connect scheduled meetings to customer records.
ExploreSee contacts & audiences in your workflow
Bring your current process to a walkthrough and see how this workspace connects to the rest of Crownvo.
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