CONTACTS

Contact Management - Find Anyone in Seconds

Your contacts are the foundation of every deal. SalesSheet organizes them by company, lets you search by email domain, handles accented names without breaking a sweat, and keeps everything scoped to your organization. Every phone number and URL is a clickable hyperlink. Whether you have 200 contacts or 200,000, finding the right person is always instant.

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Searching "garcia" matches Ana Garcia, Roberto Garcia-Lopez, and Sofia Garcia Torres - accent-insensitive full-text search with company cards and email domain filtering

Contacts Organized the Way You Work

No more scrolling through endless lists or running complex queries. SalesSheet makes finding and managing contacts effortless.

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Company Grouping and Domain Search

Every contact is linked to a company record, and companies are automatically grouped by email domain. Search for "acme.com" and instantly see every person at Acme Corp - even if they were added at different times by different team members. Company records show total deal value, number of contacts, recent activity, and open opportunities at a glance, giving you a full picture of each account.

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Accent-Insensitive Search

Selling internationally means dealing with names like Jose, Jose, Renee, and Muller. SalesSheet search treats accented and unaccented characters as equivalent, so typing "Munoz" finds "Munoz" and "Munoz" with the tilde. You never have to guess how a name was entered or switch keyboard layouts. This works across every searchable field - names, companies, cities, notes, and custom fields.

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Clickable Hyperlinks and Org-Scoped Data

Every phone number in SalesSheet is a click-to-call link. Every URL is a clickable hyperlink that opens in a new tab. Every email is a click-to-compose link. No more copying and pasting. And all contact data is scoped to your organization - team members share the same contact database with consistent fields, tags, and custom properties, while access permissions keep sensitive records visible only to the right people.

How It Works

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Add Contacts Your Way

Create contacts manually with a quick-add form, import them from a CSV file, or let SalesSheet capture them automatically from incoming emails. Each contact record stores name, company, job title, phone numbers, email addresses, social profiles, mailing address, tags, custom fields, and free-form notes. Contacts are automatically linked to their company based on email domain.

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Search and Find Instantly

Start typing in the global search bar and results appear in real time. Search by name, email address, email domain, company name, phone number, tag, or any custom field. The accent-insensitive engine ensures you find the right person regardless of how their name was originally entered. Results are ranked by relevance, with recent contacts and active deals weighted higher so the most useful matches appear first.

3

Take Action from the Contact Record

Open any contact and see their full history - every email, call, note, meeting, deal, and task in a unified timeline. Click their phone number to call, click their email to compose, or click a URL to visit their website. Assign the contact to a deal, add a tag, schedule a follow-up task, or update any field. Everything your team does on this contact is logged automatically and visible to the entire organization.

"We have contacts with names in French, Spanish, and German. SalesSheet finds them all no matter how I type the search - accents or not."
— Sales teams using SalesSheet.ai

Your Contacts, Always at Your Fingertips

Stop wasting time searching for the right person in a cluttered database. SalesSheet keeps every contact organized, searchable, and actionable. Start your free trial and see how fast contact management can be.

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