The whole history
Calls, notes, messages, and tasks sit on the contact record, so the next conversation starts with context instead of a search.
Remember every relationship. Know what comes next.
Contacts, calls, notes, deals, and the follow-up you promised, kept together so the people who matter never slip.
Less admin. More follow-through.
The structure of a CRM without turning every relationship into a data-entry project. One desk, not twelve dashboards.
Everything about a person stays on the person.
The next move
Turn a conversation into a call or a task before the context cools off.
The daily list
See what is due, overdue, and waiting in one scan, then check the pipeline board when you want the bigger picture.
From the handshake to the next call.
Capture only what helps you serve the relationship. ContactHero keeps the next step visible.
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After the call
Write it on the person
Notes, decisions, and the promise you made stay attached to the contact, not lost in a notebook.
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While the context is warm
Schedule the next move
A call or a task, set in the same minute. Timezone-aware if you work across the map.
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Tomorrow morning
Open the list and go
Overdue, today, and upcoming in one scan, with a daily reminder mail if you want a nudge.
A pipeline, lists, and an agent that can work in it.
The parts of a CRM people actually use, added without the machinery. Your AI assistant gets the same access you do.
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Deals on a board
Stages you name, amounts, expected close dates, and a weighted forecast on the dashboard.
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Lists that keep themselves
Static lists you fill by hand, and smart lists that follow a filter such as customers gone quiet.
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Filters, saved views, bulk actions
Slice the list by status, tag, company, or last activity, save it, and act on everyone at once.
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Duplicates merged, not managed
Matching emails, phones, or names are found for you and folded into one record.
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Every kind of touch
Log calls, meetings, emails, and texts on the person, with a lifecycle status that tells you where they stand.
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Agent and API access
An MCP server, a JSON API, and a command line, all behind a token you control.
“It brings the missing follow-up layer to a regular address book without the complexity of a traditional CRM.”
“It is like having a sales manager quietly keeping you on track. The right people do not fall through the cracks.”
Give every relationship a clear next step.
Free for 30 days. No setup fee, and you can cancel whenever you like.
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