WHAT DO WE NEED TO FOLLOW UP ON WITH THIS CLIENT? Turn contacts into active business relationships. Keep clients, documents, meetings and follow-ups together in one simple cloud CRM and take action from any device. Try it free for 10 days.
My Contacts Cloud CRM helps you bring Google, Outlook, Apple and Excel contacts into one cloud CRM so you can manage relationships with full context from any device.
Instead of keeping contact details in one place, documents in another, meetings in a calendar app and follow-up in scattered notes, My Contacts Cloud CRM gives you one complete contact workspace for daily work.
From each contact record, you can:
Call, email, WhatsApp, open websites and launch Google Maps directly
Store and manage documents linked to the contact
Create and organize meetings, tasks and events
Track interactions, outcomes, next actions and reminders
Keep everything connected in one place for faster, more consistent follow-up
My Contacts Cloud CRM is designed to turn static contact lists into live, actionable records.
Key features
Import and centralize contacts
Import contacts from Google, Outlook, Apple and Excel to unify your contact data in one cloud CRM.
Complete contact profiles
Manage each contact with a rich record that can include phone numbers, email addresses, website, postal address, notes, company details and more.
Custom fields, groups and tags
Adapt the CRM to your workflow with customizable fields, and organize your database with groups and tags for better segmentation and control.
Direct actions from the contact record
Work faster with instant actions from the profile: call, send email, open WhatsApp, visit the website or launch Google Maps without leaving the record.
Document management linked to contacts and events
Keep contracts, proposals, files and supporting documents attached to the right contact and related calendar events. Search, preview, download and edit supported files online.
Calendar scheduling with contact context
Plan meetings, tasks and events with the right information at hand, including participants, location, links and related files. Reschedule quickly with drag-and-drop calendar views.
Follow-up reminders and interaction tracking
Log calls, emails, meetings and other interactions. Record stages, outcomes and next actions, assign reminder date and time, and manage your daily follow-up from a dedicated reminders view.
Cloud access from any device
Access your CRM wherever you work and keep your contacts, documents, events and follow-up available across devices.
Export and control your data
Work with configurable lists, search and filters, and export your information in common formats when needed.
Whether you work in sales, client management, professional services or business development, My Contacts Cloud CRM helps you centralize contact data, reduce switching between tools and stay ready to act from the right record at the right time.
Start your free 10-day trial and see how much easier it is to manage contacts, documents, meetings and follow-up in one cloud CRM.
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