Using Contacts

What is the Contacts Section for?

Manage contacts to get rid of the leaky bucket model and establish long-term relationships with clients.

You can:

  • create a customer or a partner base;
  • individually work with each contact;
  • make deals with a long sales cycle;
  • see at what stage the relationships are.

Reach out to new customers with Smarty CRM!


  1. Stages of relationships. More...
  2. Changing group parameters: names, field templates and so on. More...
  3. Types of display: as tiles, a list, photos, on the map and kanban.
  4. General filters and sorting. More...
  5. Filters by regions and tags.
  6. Import and export via Excel. More...