CRM

Contacts

Contacts are the people behind your leads. SpeedIQ keeps one unified record per person, merging their WhatsApp, email, SMS, and social (Instagram, Facebook, TikTok, LinkedIn) identities so their whole history is in one place.

The directory

Contacts → All Contacts lists everyone across WhatsApp and email, with channel, name, phone/email, tags, source, and created date. Filter by channel, search, and export to CSV. It deep-links into WhatsApp Contacts and Email Subscribers for per-channel editing.

How identities merge

Unified records form automatically as messages and imports arrive. SpeedIQ matches by existing link first, then email, then phone, and only creates a new record if none match. Merges are idempotent and never overwrite an existing name, email, or phone.

Importing

Import via CSV per channel. A WhatsApp import needs a phone column (name, email, and tags optional); an email import needs an email column. Columns are auto-detected from the header, imports run in chunks with live progress, and you get a count of imported vs. skipped (duplicate or invalid) rows. SMS contacts are their own list under SMS → Contacts.