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Engage & convert 3 min read

Manage relationships in Contact Center

A built-in CRM to track contacts, log activities and never drop a follow-up.

app.leadiy.com/dashboard/contact-center
DEMO

Bella Napoli Pizzeria

New

Activity

Sent intro email
Logged a call
Task: send proposal Fri
01Bring businesses in
1/4

Contact Center is your lightweight CRM. Every business you're working becomes a contact with its own timeline of activities and tasks, so you always know where a conversation stands and what to do next - without living in a spreadsheet.

1

Add contacts

Push businesses from a lead list into Contact Center, or add them manually. Each becomes a contact record with its details, status and history in one place.

2

Log activities

Log calls, emails and notes against a contact as you work. The activity timeline gives you the full story of the relationship at a glance.

3

Set tasks & follow-ups

Create tasks with due dates - "send proposal Friday", "follow up next week" - so nothing slips. Your open tasks keep your day focused on what moves deals forward.

4

Track lead status

Move contacts through statuses as they progress from new to won. A quick scan tells you exactly which relationships need attention today.

You're done 🎉

That's the full walkthrough. Open Leadiy and try it yourself - or watch the demo above again any time.