Contact management that lives where you work
Keep your entire customer database organized without leaving your phone system. Track conversations, collaborate with notes, and connect to HubSpot or Salesforce for deeper workflows.
Used daily by teams who prioritize customer connections
Scattered customer data leads to dropped balls and frustrated clients
When your team can't access conversation history, customers get asked the same questions twice. Opportunities fall through the gaps. And collaboration becomes a guessing game of "did anyone talk to this person?"
The three essentials for managing customer relationships by phone
Phone-first contact management that actually works for your team.
Your existing CRM, now connected to every call
Pull your HubSpot or Salesforce contacts into Phone2 for instant caller recognition. Every conversation automatically logs back to your CRM with transcripts and AI summaries included.
- Bidirectional sync with HubSpot & Salesforce
- Automatic activity logging with transcripts
- Bulk import via CSV upload
Everyone stays in sync, no matter who answers
With team-wide contact sharing, there's no more hunting for context. Every team member accesses identical records and conversation threads, making handoffs seamless.
- Universal access across your team
- Continue any conversation seamlessly
- Delegate ownership with assignments
Never start a conversation cold again
Each contact displays a unified timeline of every interaction—calls, texts, voicemails—all in chronological order. AI-powered summaries prep you with context in seconds.
- Unified interaction timeline
- Smart AI call summaries
- Private team annotations
Before Phone2, we had customer info scattered across notebooks, emails, and three different apps. Now every team member pulls up complete context in seconds. Clients notice the difference.
Contact management, fully loaded
Everything you need to organize and track customer relationships.
Interaction Timeline
Chronological view of all calls, messages, and voicemails tied to each contact.
Team Notes
Leave private comments that only your teammates can see for added context.
Custom Fields
Add any data field your business requires—status, source, priority, you name it.
Smart Suggestions
AI extracts contact information from calls and offers one-click saving.
Shared Contacts
Team-wide visibility so anyone can pick up where others left off.
Instant Search
Search across names, numbers, companies, tags, and notes in milliseconds.
Flexible Filtering
Tag contacts by status, source, or type, then filter to surface exactly who you need.
Duplicate Detection
Spot duplicate entries automatically and merge them with one click.
Teams that live on the phone love Phone2
Whether you're closing deals or solving problems, organized contacts mean better conversations.
Sales Teams
Know exactly where each deal stands before picking up. Activity syncs to your CRM without lifting a finger.
Support Teams
Pull up prior conversations instantly. Customers hate repeating themselves—give them answers, not questions.
Real Estate
Keep buyer preferences, showing notes, and offer history organized per contact. No more sticky note chaos.
Professional Services
Accountants, lawyers, consultants—document every client touchpoint for compliance and continuity.
Small Businesses
All the organization of a CRM without the learning curve. Simple, effective, and built into your phone system.
Recruiting
Tag candidates by role and stage. Review interview notes before each call. Fill positions faster.
Contact management questions answered
Everything you need to know about Phone2's built-in CRM.
Phone2 includes a built-in mini-CRM that organizes all your contacts in one place. Every call, text, and voicemail is automatically linked to the contact record, so your team always has full context. It's designed for teams who need contact organization without the complexity of a full CRM.
Yes. Phone2 syncs bidirectionally with HubSpot and Salesforce. Pull contacts into Phone2 so caller ID shows their name, and push call logs, transcripts, and summaries back to your CRM automatically. You can also import contacts from a CSV file.
By default, yes. All team members see the same contact records and conversation history. This means anyone can pick up a conversation where it left off. You can also create private contacts if needed.
Each contact record includes: name, phone numbers, email, company, custom fields you define, all call/text history, voicemails, internal notes from your team, tags for organization, and AI-generated call summaries.
When a call or text comes in, Phone2 automatically matches it to an existing contact by phone number. If no match is found, you can create a new contact with one click. The AI can also suggest contact details based on conversation content.
Yes. Create any custom property you need—deal stage, account type, preferred contact time, or anything else. Custom fields appear on contact cards and can be used for filtering and search.
Add tags to contacts for easy filtering. Common uses: lead source (Website, Referral), status (Active, Churned), priority (VIP, Standard). Filter your contact list by tags to find exactly who you need.
Stop losing context. Start closing more.
Get your team on the same page in minutes—no complex setup, no credit card.
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