Contact Management
Store customer details, notes, tags, activity history, appointment history, messages, and custom information about each person. This makes it easier to remember who they are, what they need, where they came from, and what the next step should be.
What It Is
SiteWebster's Contact Management feature gives you a detailed, organized view of every individual person who interacts with your business.
What It Does
It allows you to store essential details, custom fields, tags, and activity history for each contact. You can see every text message, email, call recording, and appointment associated with a person, making it easy to provide personalized service and remember exactly where they left off.
Local Business Example: Elite Auto Detailing
When a customer calls Elite Auto Detailing to book their annual service, the team pulls up their contact profile. They instantly see the customer's vehicle make and model (stored in custom fields), the date of their last detail, and the exact package they purchased. This allows them to say, 'Hi John, ready for another ceramic coating on the F-150?' which builds incredible trust and loyalty.
Core Benefits
Complete History
View a timeline of every interaction, message, and transaction for any contact.
Custom Fields
Store specific information that matters to your business, like vehicle type or property size.
Advanced Tagging
Apply tags to easily organize and filter your list for targeted outreach.
Personalized Experience
Use stored data to make every customer feel remembered and valued.
Explore Other Features
Discover more tools to help grow your local business.
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