Recognize the person
The name, email and status allow the contact to be identified without depending on an isolated note. The person in charge clarifies who should continue the conversation.
Operations / leads and contacts
Every contact. Their complete story. One profile.
A lead and a customer are the same person at different times. Nod saves your entire journey, from the form you filled out to your last payment.
Leads
Leads [1.422]↓ Export CSV
HighStatusTagsTypeAssigned to
| Name | Status | Tags | Origin | Assigned to | |
|---|---|---|---|---|---|
LMLucía Martínlucia.martin@example.com | New | Impulsa Program | Form | Commercial team | |
ÁTÁlex Torresalex.torres@example.com | New | Consulting | Form | Commercial team | |
SNSofia Núñezsofia.nunez@example.com | New | B2B | Form | Commercial team | |
YESSergio Álvarezsergio.alvarez@example.com | Contacted | Diagnosis | Form | Commercial team | |
COClara Ortegaclara.ortega@example.com | Qualified | Mentoring | Form | Commercial team | |
GRGonzalo Rubiogonzalo.rubio@example.com | Lost | Reactivation | Form | Commercial team | |
J.C.Julia Castrojulia.castro@example.com | Qualified | Impulsa Program | Form | Commercial team | |
MCMarta Canomarta.cano@example.com | Qualified | High-ticket | Form | Commercial team | |
NHNoa Herreranoa.herrera@example.com | Negotiation | Webinar | Form | Commercial team | |
ASÁlvaro Sánchezalvaro.sanchez@example.com | New | Consulting | Form | Commercial team | |
D.S.David Solerdavid.soler@example.com | Contacted | Diagnosis | Form | Commercial team |
Context of the contact
Keep the full context in every profile
Contact information, origin and next action accompany the opportunity.
Contacts
| Name | Status | Controller | |
|---|---|---|---|
| Lucía Navarro | lucia@example.test | Lead | Laura |
| Álex Martín | alex@example.test | In follow-up | Marc |
| Marta Ruiz | marta@example.test | Qualified | Laura |
This is how the route is connected.
- 01Contact
- 02Activity
- 03Follow-up
Maintain a shared context
Before contacting, check the source, tags, and available activity. This way, the team resumes follow-up with information and avoids asking the lead for what they have already explained.
Contact context · how it works
Information follows the person.
A person can arrive from a form, book a call and purchase later. Its file brings together this journey so that the team can work with context, without reconstructing it between tools.
Receive the contact
Forms, reservations, payments and manual entries feed the CRM. If you detect duplicates, you can unify their files.
Complete the context
Add notes, tags and managers. Review calls, sales and payment plans before preparing the next contact.
Accompany the relationship
The contact can advance to a client while retaining their information. The expected value and purchase history help interpret the relationship.
Contact context · scope
Leads and contacts
in detail.
A complete sheet
- Name, email, telephone, origin, labels and notes.
- That person's calls, sales, payment plans, subscriptions, and receipts.
- Expected value and lifetime value, which is recalculated only every few hours.
- Record of whether you have unsubscribed from commercial emails.
Leads arrive alone
- From your forms and landings.
- From your Stripe and Commas collections.
- From Calendly and Cal.com reservations: whoever books without being known is registered as a lead.
- From calls recorded with Fathom.
- From your automations and from external tools via webhook.
- And by hand, choosing your stage.
Clean data
- Merger of duplicate profiles from the same person.
- Custom fields to save what your business needs.
Contact context on screen
Know the context before you reach out.
Check where the person came from, what information you have, and what the next step is. Keeping that context on the record helps you continue to follow up without asking again for what the team already knows.
Available in
Starter, Essential and Pro (custom fields from Essential).
View plans Starter, Essential and Pro (custom fields from Essential).
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Operations from €149/month
Everything you need.
To continue growing.
Connect your tools, coordinate your team and advance your business from one place.