Contact management in Senegal Software CRM goes beyond just storing names and emails. It connects every contact to the bigger business picture, linking them to companies, logging every interaction, and giving your team a 360° view from first call to final contract.
You can email directly from the contact profile, send agreements in bulk, and group contacts for targeted outreach. You can even merge duplicated contacts with a single click. Every action is traceable, centralized, and fast, giving you cleaner pipelines, smarter outreach, and deals that move without roadblocks.
Group your contacts under company profiles for smarter B2B selling, cleaner pipelines, and quicker context during every interaction. Whether you’re managing clients, recruiting partners, or targeting teams, everything stays structured, accessible, and connected.
When adding a contact, select an existing company or create a new one. Linking contacts helps your team instantly know where each person fits in the bigger picture.
Link multiple contacts to a company, including recruiters, decision-makers, and support staff. You’ll see a full list of connected contacts within each company profile, making it easy to reach the right person, every time.
Senegal Software CRM shows all communication for grouped contacts on the company profile: Emails, call logs, meetings, and notes. No more hunting through individual records to piece things together.
A better, stress-free structure for sales and recruiting teams. Instantly identify the right HR lead or hiring manager, see what’s been discussed before, and plan your next steps confidently with full context.
Avoid messy, conflicting records with our smart MERGE tool that combine duplicates without losing data. Different names, but same company? You don’t need to fix it manually because Senegal Software CRM does the cleanup for you.
Select the primary record and hit merge. All contacts, notes, history, and communication from the duplicate records will be consolidated in the primary record without data loss.
Merging records doesn’t just save space; it saves sanity. With all data now under a single profile, your team avoids double work, duplicate outreach, and version conflicts.
Send contracts, NDAs, or custom agreements instantly from any contact profile. Create from scratch or pick a saved template, then hit send.
Take control of the communication flow from start to finish. Track communication status – sent, viewed, signed, or pending.
Keep your communication in one place, send one-click agreements with zero tool-switching or data loss.
Send personalized agreements to many with a click. Perfect for onboarding clients, recruiting at scale, or partner outreach.
Get visibility of your pipeline with detailed records of every agreement event: who sent it, when, and whether it was opened or signed.
Send emails directly from a contact’s profile with zero copy-pasting or toggling between inboxes. Just click “Compose,” write your message, and send. It’s fast, efficient, and fully built into your CRM workflow.
Our email editor matches the capabilities of professional email editors, complete with templates, formatting options, and attachments. Whether it’s a quick note or a detailed message, you can create one right from within the Senegal Software CRM.
In Senegal Software CRM, all sent emails are saved under each contact’s timeline so your team always knows what’s been said, when, and by whom. It simplifies follow-ups and avoids duplicate outreach or missed messages.
Send one message to many leads with the bulk email feature. Go to the contact list, select recipients, and hit “Send Email.” It’s perfect for sending updates, follow-ups, or reminders, without sacrificing personalization or speed.
Create contact groups based on shared characteristics like job role, industry, or geographic area. Just name the group, add contacts, and you’re set. It’s an easy way to structure outreach and manage contacts at scale.
Each group includes a name, description, contact count, and creator info. Anyone on your team can view and manage them, with options to bulk edit or refine group members anytime for more targeted communication.
Contact Groups allow you to align marketing, recruitment, and sales messages with the right audience. Launch personalized campaigns that actually land without needing external tools or messy spreadsheets.
With Senegal Software CRM, you get a targeted, one-click outreach to previously unresponsive leads.
Save hours of manual sorting, improve message relevancy, and revive cold leads into active conversations again, with zero tool-switching or guesswork.
Three months after your last big campaign, your pipeline’s gone quiet. Leads that once clicked, opened, or engaged have gone cold, and you need to revive them quickly. With Senegal Software CRM, your sales team filters contacts by “last active date”, revealing 50 clients who haven’t responded since the last push. From there, they head to the “Contact Groups” tab, click “Quick Create”, and bulk-add these leads into a new group using the filtered list.
Now, instead of chasing each contact manually, your team selects the group, drafts a compelling re-engagement email, and sends it without leaving the CRM.
