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 5 days 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.