Contacts, without the copy-paste tax
A single form to capture a lead the moment they call, email, or walk in — with the categorization already baked in so the record is useful from the first save.
Every CRM starts with the same primitive: a person. And yet, in most tools, adding one is a scavenger hunt across three tabs and a modal that forgets what you typed. We wanted the moment of "okay, new lead — capture it before I lose it" to be five seconds, not five minutes.
So we rebuilt the Add Contact flow around a single form that captures everything you actually need on first contact: name, business, contact channels, address, and the two dropdowns that make a contact record worth anything downstream — contact type and lead source. Add a Contact
Why one form, one page
We considered a wizard. We rejected it. Wizards are great when steps depend on each other; adding a contact isn't that. It's a flat set of fields, and splitting them across screens just adds clicks and hides required-field errors until the end. The person entering John Smith from Smith Construction has all the information in front of them — the form should too.
The fields themselves are opinionated. Business sits next to name because in the trades and services world, a contact almost always belongs to a company, and losing that link later is painful. Address is broken into street, city, state, and zip rather than a free-text blob, so the data is usable for routing, geo-filtering, and mail-merges later without a cleanup pass.
Categorization at creation time, not later
The part we spent the most time on is the least visually interesting: two dropdowns for contact type and lead source. Add a Contact
Every team we talked to had the same story — contacts get created in a hurry, categorization gets deferred to "later," and later never comes. Six months in, half the book is uncategorized and reporting is a fiction. Putting these dropdowns on the create form, in the same visual weight as email and phone, is a deliberate nudge: if you know the lead came in by phone, tag it now, while you're already typing.
The payoff shows up everywhere else in the product. Lead-source data feeds attribution. Contact type drives segmentation. Both are only as good as the discipline at the point of entry, and the cheapest place to enforce discipline is the form itself.
What's next
This release is the foundation. Next we're looking at bulk import with the same categorization guarantees, duplicate detection on create, and pulling contact type and lead source into the filters and dashboards where they earn their keep. If you have a categorization scheme that doesn't fit the current dropdowns, tell us — we're collecting patterns before we ship custom fields.