Contact management

Contact management that gathers scattered customer contacts in one place

When contacts are on your phone, cards in a holder, and lists in Excel, it's hard to find who's who when you need them. BOTN gathers scattered contacts at once, cleans up duplicates, and classifies them your way — that's contact management.

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  • Scattered contacts in one
  • Auto-dedupe
  • Classify your way

Key features

Import at once

Bring in contacts from Excel, contacts, and cards in one go.

Dedupe

Filter out duplicates and acquaintances to keep real customers.

Custom fields

Classify by items like industry, budget, and how you met.

Link organizations

Group by company to manage multiple stakeholders together.

How it works

  1. 1

    Step 1 · Import at once

    Pull contacts from Excel files, your phone's address book, and business cards all at once. Numbers you used to re-hunt across several places gather on one screen. Duplicates and acquaintances are cleaned up during import, leaving little to fix by hand.

  2. 2

    Step 2 · Classify your way

    Add items like industry, budget, and how you met with tags, interest levels (Hot/Warm/Cold), and custom fields. Group by organization to manage multiple stakeholders in one company together, turning a plain number into customer info with context.

  3. 3

    Step 3 · Find, filter, and carry forward

    Once classified, instantly pull conditions like 'customers to contact this month' or 'a specific industry.' Notes, emails, and activity stack per contact, so next time you open one the prior context is right there and flows into the next outreach.

Having many contacts isn't managing them

Even with thousands of numbers on your phone, if who's a customer versus an acquaintance and where you met them aren't organized, it's just piled-up data. Contact management isn't collecting numbers — it's finding, classifying, and carrying them to the next action when you need to.

The limits of address books and card holders

A phone address book holds only names and numbers, and a card holder can't be searched. The same person gets saved multiple times into duplicates, and context like industry, interest, and how you met lives nowhere. You end up repeating 'where's that person's number' every time.

What BOTN contact management does

BOTN imports contacts from Excel, your address book, and cards at once, cleans up duplicates, and classifies them your way with tags and custom fields. Notes and records build per contact so a plain number becomes living customer info.

  • Import at once from Excel, phone contacts, and cards
  • Auto-clean duplicates and acquaintances to keep real customers
  • Classify by tags, interest level, and custom fields
  • Group by organization to manage per stakeholder

Finding and filtering gets fast

Classified by tags, interest, and custom fields, you can instantly pull conditions like 'customers to contact this month' or 'customers in a specific industry.' Instead of stacking filters in a spreadsheet, build the contact group you want with a few clicks.

Contacts that build context

Notes, emails, and activity stack chronologically per contact, so next time you open one you immediately see what was discussed. Not plain data retyped from a card, but living information that grounds the next outreach.

How people use it

Reps import cards from trade shows and meetings at once and classify by industry. Sole proprietors gather scattered customer contacts and split them by interest. Teams standardize custom fields and tags so everyone finds and manages contacts the same way.

Who uses it

Sales rep

Import cards from trade shows and meetings at once and classify by industry. Split customers buried in your phone's address book by interest, and pull who to contact now in a few clicks. An address book that just piled up numbers becomes a working customer list.

Sole proprietor / team

Sole proprietors gather scattered customer contacts and manage them in one place. Teams standardize custom fields and tags so everyone finds contacts the same way, and group by organization to view multiple stakeholders in one company. Activity history keeps handoffs unbroken.

What you get

  • Bring scattered contacts together so you never lose one again.
  • Duplicates and acquaintances auto-clean, leaving real customers.
  • Instantly pull contacts by condition with tags and custom fields.
  • Hold unlimited contacts even on the free plan.

FAQ

Can I bring over my phone contacts and cards as is?

Yes. Import contacts at once from Excel files, your phone's address book, and business cards. Duplicates and acquaintances are cleaned up during import, making it easy to keep only real customers.

Can I classify contacts my way?

Yes. With tags, interest levels (Hot/Warm/Cold), and custom fields, add items like industry, budget, and how you met. Group by organization to manage multiple stakeholders in one company together.

Is there a contact limit?

No — the free plan holds unlimited contacts, so you can gather and manage all your scattered contacts with no pressure.

How is contact management different from a contact CRM?

Contact management focuses on gathering scattered contacts, cleaning duplicates, and classifying. Add sales features like deals, quotes, and follow-ups and it becomes a contact CRM. BOTN provides both in one place — start with contact management and switch on sales features when you need them.

How are duplicate contacts cleaned up?

During import from Excel, contacts, and cards, duplicates where the same person was saved multiple times and acquaintances are cleaned up. That makes it easy to keep only real customers and turn a number-piled address book into truly managed contacts.

Bring scattered contacts into one place

Start free and organize your address book first.

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