01
Each customer’s contact record
Names, companies, phone numbers, and emails come together in one list so you can find your contacts’ details.
Your customer base
A conversation starts a customer relationship.
Keep each customer’s name, company, phone number, and email in one list. Use that base to reconnect, call from a contact record, and prepare your campaigns.
Let’s talk about this solutionOWI / Contacts
Original OWI SMART material · Demonstration data
BUILT FOR YOUR OPERATION
The details you need to reconnect.
02
From contact to call
With telephony integrated, you can call a customer with one click from their contact record.
03
The foundation for campaigns
Your contacts provide the lists and segments you use in Email marketing.
How it fits into
your working day.
A clearer way to organize work and keep context across every interaction.
01
A conversation adds a contact
Each customer conversation contributes to the platform’s contact base.
02
Find their details
Review names, companies, phone numbers, and emails in your contact list.
03
Choose how to reconnect
Call from a contact record or use the base to select recipients for your next campaign.
BEFORE YOU START
What you want to know.
Let’s discuss how it applies to your business.
What information does the module hold?
The list brings together each customer’s name, company, phone number, and email.
Can I call from a customer’s contact record?
Yes. With your PBX integrated, the contact record’s call button lets you call with one click from the platform.
How do contacts connect to campaigns?
Email marketing uses the contact base to build lists and segments. You can filter by tag, industry, or source to choose the audience for each campaign.
YOUR NEXT STEP