One Platform for Streamlined Contacts Management

Turn complex contact management into a smooth, efficient process, helping you build stronger, more meaningful relationships with every interaction

Features

Streamlined Contact Management: Personalization, Segmentation, Integration, and User-Friendly Insights

Our solution streamlines contact management with customizable profiles, segmentation, tagging, seamless integration, and a user-friendly dashboard for efficient navigation.

featuresCustomizable Contact Profiles
featuresSegmentation and Tagging
featuresIntegration with Other Cyllo Modules
featuresUser-Friendly Dashboard

Customizable Contact Profiles

Designed to improve and streamline contact management across various industries. Efficiently capture and manage contact information, including personal details, company affiliations, and more.

features

Segmentation and Tagging

Easily segment and tag contacts based on industry, location, customer type, or other criteria, enabling targeted communications and personalized outreach.

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Integration with Other Cyllo Modules

Seamlessly integrates with other Cyllo modules like CRM, Sales, and Project Management, providing a holistic view of contacts across different workflows and departments.

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Kanban and List Views

Manage contacts efficiently with a visual Kanban view, or switch to a List view for a detailed and structured approach to contact management.

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Sales and Purchase Information

Keep track of essential sales and purchase details, including salespersons, payment terms, pricing, and delivery methods, to ensure smooth business transactions.

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Bank and Financial Details

Input and manage contact-related bank account information and fiscal positions, facilitating easier invoicing and financial tracking.

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Country & Regional Management

Simplify the management of countries, states, and regions by configuring and organizing them with ease, improving contact localization and organization.

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Create Efficient Contact Management with Advanced Segmentation and Integration

Tailored Contact Profiles

Effortlessly customize each contact profile to capture all essential details like names, emails, phone numbers, addresses, company info, and even tax IDs. Perfect for creating a complete snapshot of each client or partner.

Advanced Segmentation & Tagging

Categorize your contacts based on relevant criteria—customer type, location, industry, or status—using dynamic tags. This powerful feature enables targeted communication and precise customer engagement.

Effortless Contact Management

Organize contacts with visually appealing Kanban and detailed List views for quick reference and in-depth management, while marking high-priority contacts as favorites and applying personalized filters and groups to enhance accessibility.

Seamless Workflow Integration

Cyllo Contacts integrates smoothly with CRM, Sales, and Project Management modules, giving you a 360-degree view of every contact across your business functions.

Sales & Purchases Simplified

Store essential sales data, such as pricing, payment terms, and delivery methods, in each contact profile while optimizing vendor relationships with detailed purchase data and automatic receipt notifications.

Financial Intelligence

Easily manage multiple bank accounts and access all financial data within each contact profile to streamline invoicing and payment processing, enhancing overall accounting efficiency.

Location, Industry & Titles Management

Manage global operations efficiently by maintaining country, state, industry, and title information for all contacts, ensuring streamlined categorization and localization.

Insightful Analytics & Reports

Stay ahead with customizable reports that provide in-depth insights into your contact activities, sales performance, and customer interactions for smarter business strategies.

Personalized Configuration & Custom Fields

Flexible settings enable you to customize contact fields and interface options to fit your business needs. Create custom contact types with tailored titles, tags, and categories, ensuring efficient management of client relationships.

Connect to all you need

Integrate with other cyllo modules like sales, purchase, Inventory and Accounting for a seamless business process

Sales

Sales

Unlock your potential with our tailored sales solutions.
Timesheet

Timesheet

Unlock your potential with our tailored Timesheet solutions.
CRM

CRM

Connect, engage, and grow with an all-in-one CRM platform.
Purchase

Purchase

Simplify vendor management and elevate your purchasing game.
Employees

Employees

Automate HR tasks to focus on employee engagement and development.