Contacts & CRM

Manage contacts, stages, smart lists, tags, custom fields, and imports.

• Get started with ContactsLearn your way around the Contacts workspace — the Smart Lists rail, stage pills, filters, and contact records.
• Create and edit a contactAdd a new lead and fill out the full contact record — fields, lead type, phones, and more.
• Understand contact stagesUnderstand organization-specific contact stages, protected system stages, and how stages organize your active contacts.
• Set a contact's source, lead type, and timeframeRecord where a lead came from, whether they're buying or selling, and how soon they plan to move.
• Add and manage phone numbers and emailsAdd multiple phone numbers and emails to a contact, set the primary one, and control how SAMI OS calls, texts, and emails them.
• Log notes, texts, emails, and calls on the timelineUse the contact timeline and activity composer to log notes, send texts and emails, and review calls in one place.
• Associate related contactsLink contacts together with a relationship label like spouse or co-buyer, and see their activity on the timeline.
• Filter and search your contactsBuild advanced filters across contact, activity, and custom fields to find exactly the contacts you need.
• Save filters as Smart ListsTurn an active contact filter into a reusable Smart List that lives in the left rail on Contacts.
• Create custom contact fieldsDefine your own contact fields in Settings to track the details that matter to your business.
• Import contacts from a CSV fileUpload a CSV, map each column to a contact field, and bulk-add or update contacts in SAMI OS.
• Tag and organize contactsUse tags to label, group, and segment your contacts so filters, smart lists, and routing stay organized.
• Run bulk actions on contactsSelect many contacts at once to change stage, link relationships, or start, pause, and stop SAMI Bots in one move.
• Route new leads to the right agentBuild ordered routing rules that assign every incoming lead to the right agent automatically.
• Enroll contacts with SAMI BotsPut a contact into a SAMI Bot voice workflow, then pause, resume, or stop the outreach right from the record.
• Read AI Insights and the lead scoreUse the AI Insights panel and lead score on a contact record to spot hot leads and pick the next move.
• Set up MLS saved searches and listing alertsCreate MLS saved searches that automatically alert your buyers when new matching listings hit the market.
• Archive, restore, and delete contactsArchive contacts to clear your active list without losing records, then restore or delete them when you're ready.