ContactBook for digital agencies

ContactBook for digital agencies

ContactBook allows strategists, developers, project managers, and other professionals to access a centralized, collaborative address book that is organized by clients, team members, or other groups and effortlessly synchronized with their Google Contacts, Gmail, and mobile devices.

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Built to compliment the way you work!

Improve the Google Workspace experience at your digital agencies. ContactBook enables your team to access information from anywhere, at any time, and aids companies in automating the tedious process of storing and exchanging contacts.

Group contacts for various projects simply and centrally

Organize your contact lists and add details on projects, clients, administrators, and so on to make them accessible to each of your relevant user groups. Sort everything by team members, clients, and so on.

Simple permission management between projects for managers

Each authorized user can access all the data they require about a contact (from a website team, for example) in Gmail, Google Docs, Google Contacts, or their mobile device, among other places, with a predetermined set of privileges ("can modify," "view only," etc.).

Add files, and let your colleagues know if anything has changed.

This feature enables all members of your team who communicate with clients, developers, or other outside vendors to collaborate and exchange key information, facilitating everyone's ability to stay informed about important project-related details. To make sure that nobody misses any important information, they can send notifications and attach files to every contact.

Enhanced interactions with your network

Leverage reminders, which are simple to set up, to check in with people as needed. To help you remain in touch with them, the app and email will both send you notifications for crucial deadlines and special events like birthdays or anniversaries.

Save every contact you have on a secure platform

To protect your data, ContactBook complies with GDPR privacy regulations and takes all necessary security precautions. Save your contacts safely and centrally rather than in emails and spreadsheets.

What our clients are saying

Tom Hogan

Marketing Head

As a digital agency, it was getting difficult for us to manage and share customer contacts with our team to build up sales and marketing strategies. But thanks to ContactBook, we have been able to store all our contacts in the cloud and share it with our marketing and sales team seamlessly.

Rachel Louise

Founder

Our team was struggling with managing daily tasks like contact sharing and we were looking for a tool that would help us achieve that effortlessly. ContactBook has helped us automate our daily tasks and lets our team collaborate on shared contacts effectively. A must have tool for digital agencies to streamline their workflow.

ContactBook for Digital Agencies

A contact management app for digital agencies to manage shared contacts and keep the team in sync.

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Keep contacts synced and shared to get more deals

Share customer contacts and keep them accessible across different departments for better collaboration.

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Frequently asked questions

If you don't find what you are looking for, drop us your query on the contact page.

What is digital agency contact management?

As a digital agency, it is a tough job to store every customer’s contact details to build up sales and marketing strategies and drive customer retention. And when an agency scales, it becomes essential to store all this information electronically and keep it shared with the marketing, sales, and customer service team. A digital agency contact management system helps you manage all your contacts in one place and keeps them shared and accessible across all touch points. You can organize contacts into groups, assign permissions, and share them with your team through a centralized interface.

Why is contact management important for you?

Contact management is extremely important for your business as it helps streamline the workflow and lets your team collaborate effectively. By using the best contact management tool, digital agencies can easily manage their contacts, automate daily tasks and ensure seamless communication across their team. Contact management is now easy and scalable with ContactBook. You can import all your contacts from different sources and store them in one centralized database. Since it is cloud-based, digital agencies can access, manage and share contact information from anywhere at any time. Your sales agents can set reminders for follow-ups, add important notes as references for future conversations, and much more with ContactBook.

Is my data safe?

We are built on trust and security; industry leaders trust ContactBook to keep their data safe in the cloud. We work everyday to make ContactBook safe, secure, and more transparent for our users.

What payment methods do you accept?

We use Stripe for payments, and it accepts all major payment methods! Let us know if you have any concerns about this.

What is your refund policy?

We hope you do not have to do this, but if for any reason you're not satisfied with your purchase, simply let us know within 7 days and we'll be happy to issue you a full refund.

Can I cancel my plan?

Yes, you’re free to cancel at any time! If you decide to do so, your plan will last until the end of your current billing cycle.

I have more questions. How can I get in touch?

If you have any other questions about ContactBook, you can reach out to us at support@contactbook.app . Our experts will be willing to resolve all your queries.