Contact Management

The Contact Management module is your customer relationship management hub within SalesWhiz. It lets you organize your customer base, track interactions, segment contacts into groups, and maintain a complete history of every conversation.

Contacts are automatically created when new customers message you through WhatsApp or Telegram, so your database grows organically as you use the platform.

You can add contacts to SalesWhiz in several ways: manually through the dashboard, automatically when new customers message you, or by importing a contact list.

To add a contact manually, go to Dashboard > Contacts and click the "Add Contact" button. Fill in the contact's name, phone number, email, and any additional notes.

Contact groups let you segment your customer base for targeted campaigns and organized management. Create groups based on customer type, purchase history, location, or any criteria relevant to your business.

A single contact can belong to multiple groups. Groups are essential for running targeted campaigns — you select a group as the audience when creating a campaign.

Each contact has a detailed profile page showing their information, group memberships, conversation history, and order history. This gives you a complete view of your relationship with each customer.

The conversation history is automatically linked when a contact messages you through a connected channel. You can also add internal notes to contact profiles for your team's reference.

Use the search bar at the top of the Contacts page to quickly find contacts by name, phone number, or email. You can also filter contacts by group membership to narrow down your view.

The contact list supports sorting by name, creation date, and last interaction date, making it easy to focus on the customers who matter most at any given time.

If you have an existing customer list, import it into SalesWhiz in bulk using a CSV file rather than adding contacts one by one. The import tool handles up to thousands of contacts in a single upload.

Navigate to Dashboard > Contacts and click Import Contacts to begin.