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Contacts

What Are Contacts?

Jamy’s Contacts feature helps your organisation build a shared record of the people you meet and the relationships you want to maintain. Instead of keeping names, meeting notes, and follow-up information across different tools, you can store them in a Contact Profile connected to Jamy’s meeting and engagement features.

Written By Jamy

Last updated 3 months ago

What you can do

From CRM → Contacts (/contacts), you can:

  • Create contacts manually

  • Capture potential contacts from meeting participants

  • Import contacts from Google, mobile devices, CSV, Excel, or LinkedIn

  • Store multiple email addresses and phone numbers

  • Record professional and relationship context

  • Organise contacts with tags, statuses, and relationship types

  • Add custom fields

  • Link Meeting Reports to contacts

  • View meetings associated with a contact

  • Add notes

  • Email or call contacts

  • Archive or recover contacts

  • Find and merge duplicates

  • Export your contact database

Main areas of the CRM

Contacts

Your central contact database, including active, pending, and archived contacts.

Engagements

Tools for maintaining relationships:

  • Keep in Touch

  • Reconnect

  • Reminders

  • Introductions

Insights

Tools for discovering relationship opportunities:

  • Job Radar

  • Find a Way In

Manage

Organisation-wide configuration and maintenance:

  • Tags

  • Statuses

  • Custom fields

  • Relationship types

  • Enrichment

  • Duplicates

  • Trash

Common use cases

Sales teams

Keep customer and prospect information connected with calls and Meeting Reports.

Founders and executives

Remember where contacts were met, why they matter, and when to reconnect.

Recruiters

Track candidates, professional history, career changes, and meeting context.

Customer success teams

Maintain relationship notes, associated meetings, and recurring contact cadences.

Professional networking

Manage introductions, identify people at target companies, and nurture important relationships.

FAQ

Not currently. It provides contact management and relationship intelligence, but it does not include deal pipelines, revenue forecasting, or company account records.

Contacts belong to your personal Jamy account. Other users in your organisation cannot access your contact records unless they are explicitly shared through another feature.

Jamy may create Pending Contacts from meeting participants. These should be reviewed before approval.

Yes. You can add multiple labelled email addresses and phone numbers.

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