What's New   Explore the new updates and features of BoldDesk in our November release. Learn more

Contact Management

Organize contacts and contact groups to track customer interaction to provide better customer service.

Organize your contact data

Maintain contact data in a central location for your staff to obtain the most up-to-date information.

Expand profile data using custom fields

Custom fields allow you to record nearly anything relevant to your business.

Contact groups

Organize contacts into groups to achieve the following advantages:

Segmentize data

Contacts and contact groups can be tagged based on their business, revenue, and other characteristics, making it easier to filter them later.

Communication and task management

Use tickets to collaborate with contacts. Every email interaction between the customer is recorded in the system.

Sync your contact details

With the following tools, you can keep track of your contacts’ data in real time:

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