Feature
Contact Lifecycle
Automatic stage tracking from first touch to champion. Rule-based inference keeps every contact in the right bucket without manual work — and a per-contact override is always available when you know better than the rules.
- 1
Lead
New contact, no meaningful activity yet.
- 2
Engaged
Opening emails, clicking links, submitting forms — actively interested.
- 3
Customer
Has paid you — at least one recorded transaction.
- 4
Champion
Repeat buyer, high revenue, or has referred others.
- 5
Cold
No activity in 90+ days — re-engagement target.
Summary on every contact
Open any contact for a one-click summary of where the relationship stands and what to do next. Pro+.