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Pivlu AI Assistant
Contacts

All your contacts
in one place

Store person and company contacts with groups, notes, addresses, tags, and full interaction history. Know everything about every relationship at a glance.

Person & Company Types

Create contacts as individuals or companies. Link people to their organizations. See the full picture of every business relationship in your CRM.

Contact Groups

Organize contacts into groups for easy filtering and bulk actions. Segment by industry, deal stage, region, or any criteria that fits your workflow.

Addresses

Store billing and shipping addresses for each contact. Multiple addresses per contact, with labels and default selection for quick access.

Notes & History

Add notes to any contact and see a full timeline of interactions. Every call, email, meeting, and deal — all visible in one chronological feed.

Tags & Segmentation

Apply tags for flexible categorization. Filter and search contacts by tag combinations. Build targeted lists for outreach and reporting.

Import / Export CSV

Import contacts from a CSV file to get started quickly. Export your contact list anytime for backups, reporting, or use in other tools.