What does the 360-degree contact view include?

The 360-degree contact view shows everything about a contact in one place: personal and company details, all deals (open and closed), activity timeline (calls, emails, meetings, notes), communication history, invoices, tasks, custom field values, and lifecycle stage. No tab-switching or tool-hopping required.

How does smart merge/dedup work?

SkedX detects duplicate contacts using fuzzy matching across names, email addresses, phone numbers, and company names. When duplicates are found, you can review a side-by-side comparison and merge records with one click. The merge preserves all activities, deals, and history from both records. You can also run bulk dedup scans across your entire database.

Can I set up company hierarchies?

Yes. Link contacts to companies and build parent-child company hierarchies (e.g., a holding company with subsidiaries). See all contacts across a company hierarchy, aggregate deal values, and track engagement at both the company and individual level.

What are custom lifecycle stages?

Lifecycle stages track where a contact is in their journey — for example: Subscriber, Lead, MQL, SQL, Opportunity, Customer, Evangelist. You can customize stage names, add your own stages, and set automation rules that trigger when a contact moves between stages.

Does SkedX track all communication history?

Yes. Every email, call, meeting, note, and chat message is logged on the contact timeline automatically. Email integration captures two-way email threads. Call logging records duration, outcome, and notes. The full history is searchable and filterable.

Does the AI summarize contact interactions?

Yes. SkedX CRM includes AI-powered contact summarization. The AI analyzes all interactions — conversations, deals, invoices, tasks — and generates a concise summary of the relationship. This is especially useful for handoffs between team members or when a manager needs a quick overview.

contacts35+ Contact Features

Unified Contact Profiles with Full Activity History

Company hierarchies, activity timelines, communication history, custom lifecycle stages, smart merge/dedup, and 360-degree contact views. Every interaction, every detail, one place.

35+contact features

360°contact view

Autoduplicate detection

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contactsCore Capabilities

Know Every Contact Inside and Out

From first touchpoint to loyal customer, maintain a complete and clean contact database.

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360-Degree Contact View

Everything about a contact in one place: details, deals, activities, emails, invoices, tasks, and lifecycle stage. No tab-switching required.

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Company Hierarchies

Link contacts to companies and build parent-child hierarchies. See all contacts, aggregate deal values, and track engagement across the org chart.

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Activity Timelines

Chronological timeline of every interaction — calls, emails, meetings, notes, tasks, and deal changes. Searchable and filterable.

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Communication History

Automatic logging of two-way email threads, call recordings with duration and notes, meeting outcomes, and chat messages.

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Custom Lifecycle Stages

Track contacts from subscriber to evangelist. Customize stage names, add your own, and trigger automations on stage transitions.

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Smart Merge / Dedup

Fuzzy matching detects duplicates across names, emails, phones, and companies. Side-by-side comparison, one-click merge, and bulk dedup scans.

account_circle360-Degree View

Everything About a Contact, One Screen

Stop switching between tabs and tools. The 360-degree view puts every detail at your fingertips.

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Profile Details

✓Name, title, company
✓Email, phone, social links
✓Custom fields and tags
✓Lifecycle stage

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Deals & Revenue

✓Open deals with values
✓Won/lost deal history
✓Total lifetime value
✓Invoice history

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Activity & Communication

✓Full activity timeline
✓Email thread history
✓Call logs with recordings
✓Meeting notes and outcomes

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Tasks & Next Steps

✓Open tasks assigned
✓Overdue task alerts
✓Upcoming meetings
✓Follow-up reminders

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Contact Management — Frequently Asked Questions

Related Features

Explore more capabilities that work together.

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SkedX Flow

SkedX Flow connects WhatsApp, Instagram, SMS, email, and web chat into one AI-powered inbox. It integrates natively with CRM — contacts, deals, and conversations stay in sync.

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Organize Contacts — Free

Clean, unified contact profiles from day one. No credit card required.

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