Contacts and companies · Autessa CRM
Contact management
Autessa CRM includes contact management built for speed: a grid with server-side search, sort and filters on every column, and a contact drawer where every field saves as you leave it, alongside the person’s deals, next step, activity log, live email threads, history and notes.
The problem
Contact records that nobody keeps up to date
CRMs fail when updating a record takes a form, a save button and a page load. Autessa CRM edits in place and fills what it can for you: smart paste reads an email signature, enrichment fills blanks, and email logging updates last contact on its own.
What you get
- Columns include name, title, company, email, phone, mobile, LinkedIn, type, source, role, tags, lead score and band, persona, location, owner, last contact, email status, added and updated, plus company columns.
- Filter rail: segments, lead score Hot or Warm, state, partner or distributor type, three-state tags, title contains, owner, has email.
- Contact drawer: Details, Tags, Imported fields, Deals, Next step, Log activity, Emails, History and Notes.
- Log activity: Email sent, They replied, Call, Voicemail, Meeting, Handwritten card, LinkedIn message, with a date and campaign.
- Type: Client, Prospect, Vendor, Partner or Distributor, with partner and distributor sub-types.
- New contact: smart paste of an email signature, likely-duplicate warnings, Save & add another.
- Bulk: Tag, Untag, Assign owner, Add to campaign, Set type, Add to a fixed list, Save as segment, Export CSV, Delete.
- Deletes are soft: restore from Recently removed.
How it works
How does contact management work in Autessa CRM?
- 1
Find people
Search, filter and sort on the server, so big databases stay fast.
- 2
Open a contact
The drawer stacks over the grid; nothing navigates away.
- 3
Edit in place
Each field saves when you leave it.
- 4
Log and plan
Log a touch, set the next step, read the latest emails.
Every option
Contact fields and options
| Option | What it does |
|---|---|
| Identity | Salutation, first and last name, title, persona, language, time zone. |
| How to reach them | Email, alternate email, phone, mobile, LinkedIn; at least one required. |
| Classification | Type, Source (Event, Website, Referral, Partner, List, Outbound), Role on deals (Champion, Economic buyer, Influencer, Blocker, Technical buyer, Gone dark), Segment, Owner, Met at. |
| Location | Street, city, state, postcode, country. |
| Email status | Subscribed, bounced, unsubscribed. |
| Imported fields | Any extra columns from imports, kept as custom fields. |
| Default view | Sorted by Updated, newest first; columns you choose are remembered. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit contacts they own and unowned contacts; never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
AI assist
How AI helps here
Jarvis can find contacts (“Who replied this week that I haven’t answered?”), apply the filter to your grid, and propose tags, owners, notes or a new contact as confirm cards.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →FAQ
Questions about contact management
Does Autessa CRM include contact management?
Yes. A searchable, filterable contacts grid and a contact drawer with details, deals, next step, activity, live emails, history and notes.
Is there a Save button?
No. Every field saves when you leave it.
Can I restore a deleted contact?
Yes. Deletes are soft; restore them from Recently removed.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours