Autessa CRM topic
Contacts and companies
People are the record: contacts, the companies they work for, and everything you know about both. Contact and account management in Autessa CRM: rich contact records, companies with territories and departments, CSV import, duplicate merge, segments, smart lists and enrichment.
Why it matters
What is contacts and companies in Autessa CRM?
Autessa CRM treats the contact as the record. People carry type, source, role, score and history; companies carry territories, parents, departments and contracts, and work out their owner, client and partner status from their people and contracts. Import, duplicate merge, segments, smart lists and enrichment keep the database clean as it grows.
At a glance
- Contact columns with server-side filters
- Fields save as you type
- Derived company status
- CSV import with duplicate review
- Live segments, smart lists and share links
- Apollo enrichment that only fills blanks
Features
Everything in contacts and companies
Contact management
Autessa CRM includes contact management: a fast searchable grid and a contact drawer with deals, next step, activity, live emails, history and notes that save as you type.
Read more →Companies and accounts
Companies with territories, parents, departments, people, deals and contracts, where owner, client and partner status are worked out from the people and contracts, never typed.
Read more →Import and duplicates
A guided CSV import that remembers your columns and flags duplicates, and a duplicate finder that merges without losing data.
Read more →Segments, lists and tags
Live segments, fixed lists, smart lists in the sidebar, three-state tag filters and links that share your exact view.
Read more →Enrichment
Look people and companies up on Apollo to fill blank fields, without overwriting anything your team entered.
Read more →Quick answers
Questions about contacts and companies
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.
Does Autessa CRM do account management?
Yes. Companies hold territories, parents, departments, people, deals, contracts and payment milestones in one record.
Can I import contacts from a spreadsheet?
Yes, as a CSV or TSV file, or by pasting rows. Save Excel files as CSV first.
What is the difference between a segment and a list?
A live segment is a set of rules whose members update on their own. A fixed list is hand-picked. A smart list is a saved view of a grid.
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