Contacts

One place for every contact,
across your entire business

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Centralized contact data for every workflow

Stop switching between tools to find customer information. Contacts brings together all in one shared contact profile.

Unified contact database

Keep all contact records synced across Trigani apps, so every team works with the same accurate information.

Unified contact database
Custom fields for your business

Add the exact fields you need from customer type and account status to preferences, tags, source, and internal notes.

Custom fields for your business
Connected to your ecosystem

Use contacts inside lists, automations, CRM pipelines, email campaigns, forms, support workflows, and other Trigani apps.

Connected to your ecosystem

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Unified contact database across all Trigani apps

360°

Complete contact view with profile data, activity, notes, and history

99+

Flexible custom fields for the data your business needs

Find the right contact in seconds

Powerful search and filtering tools help you quickly locate contacts by name, email, phone, company, tags, custom fields, source, activity, list membership, and more.

Advanced search

Search across standard and custom contact fields with precision.

Smart filtering

Create segments based on profile data, activity, lists, or business criteria.

Faster team workflows

Give sales, support, marketing, and operations instant access to the contacts they need.

Everything you need to manage contacts at scale

From simple contact storage to advanced customer activity tracking, Trigani Contacts helps teams organize, understand, and act on their relationship data.

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Unified contact profiles

See all key details for a person or company in one profile, including contact information, fields, lists, activity, notes, and related app data.

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Custom fields

Create flexible fields that match your business model, customer journey, industry, or internal processes.

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Lists and segments

Group contacts into static or dynamic lists for campaigns, workflows, reporting, and internal organization.

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Advanced search

Search and filter contacts using multiple criteria to quickly build the exact view your team needs.

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Import from multiple sources

Add contacts from phone contacts, CSV files, API integrations, forms, CRM, email marketing, and other connected apps.

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Export anytime

Download contact data for reporting, migration, backups, or external processing whenever your business needs it.

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Complete activity log

Track every change and action made on a contact record, giving your team full visibility and accountability.

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Call logs and notes

Record calls, add internal notes, and keep important context attached directly to the contact profile.

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Email actions

Send emails or connect contacts with email marketing and business email workflows inside Trigani.

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CRM-ready data

Connect contacts with CRM opportunities, pipelines, deals, tasks, and customer relationship workflows.

Segmentation & automation

Turn your contacts into actionable audiences

Add contacts to lists, trigger automations, and personalize communication based on real customer data.

Connected platform

Contacts that work with every Trigani app

Contacts is the shared people database behind your Trigani workspace. Whether a contact submits a form, opens a support ticket, joins an email list, books a meeting, or becomes a CRM lead, their information stays connected.

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Media

Capture new contacts from forms and keep submission data linked to each profile.

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HelpDesk

When a contact opens a support ticket, your team sees full profile context immediately.

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Email Marketing

Build and sync contact audiences for campaigns, automations, and lifecycle journeys.

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Calendar

Keep meetings and follow-ups connected to the same contact timeline.

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CRM

Move contacts into deals and opportunities without losing relationship history.

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Mail

Connect conversations, send follow-ups, and keep communication tied to each contact.

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Frequently
asked
questions

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Contacts is your shared people database in Trigani. It helps every team work from one accurate, connected contact profile.

Yes. You can create custom fields and contact views to fit your business model, workflows, and reporting needs.

Use advanced search and smart filters to quickly find contacts by name, email, company, lifecycle, tags, and field values.

Contacts stays connected with CRM, forms, helpdesk, email, and automations so customer data remains consistent across workflows.

Import contacts from files and integrations, then export data anytime for reporting, migration, or backups.

Every contact includes a timeline of updates, notes, calls, and actions to give teams complete context and accountability.

Yes. You can segment contacts into lists and trigger targeted communication and automation based on real customer data.

News

Insights, stories & trends

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5 min • 12 Dec 2024
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5 min • 12 Dec 2024
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5 min • 12 Dec 2024

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