Attach multiple job or work photos to any contact or lead. Add them from the record's detail panel, view them there and in the Edit modal, and tap any photo to expand it to full screen.
Click any photo thumbnail to open a full-size overlay with caption. Click outside the image or the X button to dismiss.
Clicking Delete now shows a confirmation dialog with the record's name before anything is permanently removed. No more accidental deletions.
An in-app reporting dashboard showing total leads, pipeline value, qualified value, average deal size, and qualify rate. Filter by This Month, Last Month, Last 90 Days, Year to Date, or set a custom date range.
A visual breakdown of your leads by stage: New, Contacted, Qualified, and Unqualified. See lead count and total value at each stage at a glance.
See exactly how your leads are coming in, ranked by count and pipeline value per source.
New leads over the last 6 weeks displayed as a bar chart, with lead counts shown above each bar so you can spot momentum at a glance.
A ranked list of the highest-value leads in the selected time period so you always know where to focus.
At-a-glance counts of overdue follow-ups, leads due in the next 7 days, and leads with no follow-up date set.
Print the full pipeline report directly from the browser, or email it to any recipient with a custom subject line.
A required field on every lead record to track the estimated value of each opportunity. Deal values feed directly into all pipeline calculations and report totals.
Get a daily summary of overdue follow-ups and upcoming contacts delivered straight to your inbox. Turn it on in Settings under Notifications, pick your delivery time, and ContactBase handles the rest.
Set your local timezone in Settings so your digest always arrives at the right time, no matter where you are. Supports US, European, and international timezones.
A Kanban-style board that organizes your leads into four columns: New, Contacted, Qualified, and Unqualified. See your whole pipeline at a glance and click any card to open the record.
The top of your workspace now shows live counts for Total Records, Leads, Contacts, and Flagged Duplicates. Tap any card to instantly filter the list to that group.
When you filter to Leads, a Follow-up Date column appears automatically in the contact list. Past-due follow-up dates display in red so nothing gets missed.
With the Flagged Duplicates filter active, clicking a record now takes you directly to the side-by-side comparison view for that pair instead of the edit screen.
Tag pills are now alphabetically ordered and lay out in a clean two-row grid on mobile so all six tags are visible without scrolling.
The search bar now has its own full-width row on mobile. Action buttons show their full labels. The app is usable and fast on any phone without needing to pinch or zoom.
Contacts and leads in a single, unified record list. One place for everyone in your pipeline.
Move leads through New, Contacted, Qualified, and Unqualified. Convert a lead to a contact in one click when a deal closes.
Full contact details and context on every record so nothing slips through.
Scan, review, and merge duplicate records. Your data stays clean without extra effort.
Download the import template, upload your contacts, and review duplicates before anything gets saved.
Export your data anytime for backups, mail merges, or reporting.
Up to 2 seats included in every workspace. Additional seats available.
Built into the app. Answers are always one click away, right where you need them.
Tell us what you need directly from your workspace. We read every submission.
Follows your system preference automatically.
Log sent emails directly to a contact record. Your communication history, all in one place.
A full history on each record showing edits, notes, and stage changes over time.
Admin vs. standard user access so you control who can do what in your workspace.