Contact Management

Contact Management That Actually Makes Sense

Stop losing track of conversations. Every customer interaction,
relationship detail, and piece of context—organized in one place
that your entire team can access.

Stop losing track of conversations. Every customer interaction,
relationship detail, and piece of context—organized in one place
that your entire team can access.
Stop losing track of conversations. Every customer interaction,
relationship detail, and piece of context—organized in one place
that your entire team can access.

 5/5

Used by 5,000+ sales teams • No credit card required

The Problem

Your Customer Data Is A Mess

Contacts scattered across email, spreadsheets, sticky notes,
and three different team members’ heads. When someone asks
“who are we talking to at Acme Corp?” nobody has the full picture.

You’re losing deals because critical information disappeared.
You’re embarrassing yourself by asking customers to repeat
things they already told you. Your team wastes hours hunting
for basic contact details.

Sound familiar? You’re not alone. This is why we built contact
management that doesn’t suck.

The Solution

One Complete View Of Every Relationship

Everything you know about a customer, in one place. Contact
details, conversation history, deals in progress, past purchases,
notes from meetings—all connected and accessible to everyone
who needs it.

No more “let me check with Sarah” or “I think we talked about
this in March?” Every interaction adds to the story. Every team
member sees the same truth.

KEY FEATURES

We Have Features To Manage Your Entire Business In Our Software

Everything you need to run sales, support customers,
and keep your team aligned—without the bloat.

Smart Contact Profiles

Every person and company gets a profile that builds itself. Automatically captures email conversations, meeting notes, deal history, and custom details you care about. See the complete relationship at a glance, not scattered across tools.

Relationship Mapping

Don't just track individuals—understand how they connect. Map reporting structures, identify decision makers, and see who influences who. Know exactly who to talk to and who can help close the deal.

Communication History

Every email, call, meeting, and note—automatically logged and organized chronologically. Your team sees the full conversation history before they pick up the phone. No more asking customers to repeat themselves.

Segmentation & Lists

Build smart lists based on any criteria. Customers in California who haven't been contacted in 30 days? Done. Prospects at companies with 50+ employees who opened your last email? Easy. Save your searches and they update automatically.

Team Collaboration

No more "who owns this account?" or "did anyone follow up?" Assign ownership, share notes, tag teammates, and see who's working what. Collaboration that doesn't require a meeting.

Mobile Access

Heading into a meeting? Pull up the contact profile on your phone. Need to add a note after a call? Do it from your car. Full contact management from iOS and Android apps that actually work.

HOW WE COMPARE

Honest comparison with other solutions

Feature	MixCRM	Spreadsheets	Enterprise CRM	Basic CRM
Setup Time	1 hour	Manual Forever	Weeks/Months	1-2 days
Email Integration	Auto	Manual copy/paste	Yes	Limited
Team Collaboration	Built in	Email back/Forth	Yes	Basic
Mobile Apps	Full Featured	No	Yes	View only
Custom Fields	Unlimited	Yes	Yes	Limited
Price	month	Free (costs time )	$150+ per user	$15-30/user
Learning Curve	Easy	None	Steep	Moderate

0 ^%

Team adoption

Average rate within 30 enrichments days

Hours

Saved per week per sales rep

0 ^%

Inquiries

Faster response to inquiries

0 ^%

Accuracy

Data accuracy with auto enrichment

Our Process

How It Works

Simple Setup, Powerful Results

Simple process. Better results. We don’t believe in making things complicated when they don’t need to be.

Import Your Contacts

Upload from CSV, sync from your email, or import from your old CRM. We'll clean up duplicates and organize everything automatically. Most teams are up and running in under an hour.

STEP 1

Enrich & Organize

Our system automatically fills in company details, social profiles, and firmographic data. Add your custom fields for industry-specific info. Create segments and smart lists to organize contacts your way.

STEP 2

Start Collaborating

Invite your team, set permissions, and everyone sees the same information. Add notes, log activities, update deal stages—it all syncs in real-time. No more forwarding emails or asking "what's the latest?"

STEP 3

INTEGRATIONS

Connects With Tools You Already Use

Your contact data stays synced across your entire tech stack. No manual updates, no duplicate entry, no data silos.

Testimonials

What Our Clients Say About MixCrm

Real feedback from teams who switched to MixCRM

"We were drowning in spreadsheets and losing deals because nobody knew who was talking to who. MixCRM gave us our sanity back. Six months in, our close rate is up 34%."

Sarah Mitchell

VP of Sales, TechFlow Solutions

"Tried four different CRMs before this. They were either too simple or so complicated we needed a full-time admin. MixCRM is the first one that actually fits how we work."

James Rodriguez

Founder & CEO, Velocity Marketing

FREQUENTLY ASKED

Questions About Contact Management

We’ve been doing this long enough to know what you’re wondering. If your question isn’t here, we probably haven’t been asked it yet—so reach out and help us improve this page.

How many contacts can I store?

Personal plan: 10,000 contacts. Business plan: 50,000 contacts.
Professional plan: unlimited. If you hit limits, we'll let you know
and help you upgrade or clean duplicates.

Can I import contacts from my old CRM?

Will my email automatically log to contacts?

Can I customize what information we track?

Absolutely. Add unlimited custom fields for any data you need—
industry-specific info, internal codes, whatever matters to your
business. Custom fields work in searches and filters too.

What happens if someone leaves our company?

Is contact data secure?

Try MixCrm free for 14 days. Start your trial Now!

No credit card. No strings. Just 14 days to see if MixCRM is right for your team. Import your data, invite your team, and start closing deals.olore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo dolore magna

USE CASES

Built For How Sales Teams Actually Work

Practical advice from people who’ve been in your shoes. No fluff, no generic “10 tips” posts—just real insights that help you sell better.

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