CONTACTS & COMPANIES

Contact management that stays clean

One record per person and per company, with every call, email, note, and deal attached to it — so nobody has to ask what happened with this account.

Included in every plan
01

People and companies, properly related

Contacts belong to companies, companies hold deals, and deals carry their own activity. Open any one of them and the other two are a click away — no switching tabs, no searching a second tool for context that should have been on the screen already.

02

Duplicates caught on the way in

Bulk import matches on email for people and domain for companies, flags collisions before writing, and dry-runs the whole file so you see what will happen first. The cheapest moment to keep a database clean is the moment data enters it.

03

Custom fields for how you actually qualify

Add the fields your process depends on — industry, headcount, renewal date, lead source — as text, number, date, dropdown, or boolean. They're filterable, exportable, and available to automations and reports like any built-in field.

04

A timeline that answers the only question that matters

Every interaction lands on the record automatically: emails threaded from the connected inbox, calls logged with recordings, meetings booked, notes, and stage changes. When a rep is handed an account, the history is already there.

Questions about contacts & companies

How many contacts can I store?

Limits are per plan — Starter covers a small book of business, Professional a growing one, and Enterprise is unlimited. The exact contact, lead, company, and deal ceilings for each plan are listed on the pricing page.

Can I import contacts from a spreadsheet?

Yes. Upload a CSV, map your columns to Beige fields interactively, and the importer detects duplicates by email and domain before anything is written. Import and export are on every plan, including Starter.

Do I get custom fields on the Starter plan?

Custom fields start on Professional. Starter includes the full set of built-in contact, company, lead, and deal fields, which covers most teams getting started — the pricing page shows exactly where the line falls.

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