All your contacts in one place

B12's Contact Manager pulls every interaction with prospects and clients together: contact details, emails, messages, form submissions, and notes.

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All your contacts in one place
Manage all your business interactions in one place
Manage all your business interactions in one place

Manage all your business interactions in one place

  • Import or manually add your existing contacts, and keep adding new prospects and clients anytime
  • View every interaction with a contact, including chat history, form submissions, and emails
  • Take internal notes on contacts to remember important details and offer the right level of service
  • Send marketing, reminder, and confirmation emails to contacts without leaving B12
  • Tag contacts individually or in bulk to stay organized, qualify next steps, and remind yourself about follow-ups
  • Visitors who fill out a contact form, sign up for your newsletter, or message you on chat are automatically added to your contact list
  • Search to find a contact, or a group of tagged contacts, whenever you need to reach them
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Join the 4M+ sites built with B12

Barbara Bartelsmeyer
Partner / COO, Action Logistix
Action Logistix

I can make [website edits] myself, and it’s as simple as working in a Word document. If I need more help, I’ll email the B12 team and within 24 hours, boom, it’s done.

Barbara Bartelsmeyer

Barbara Bartelsmeyer

Partner / COO, Action Logistix

Read Barbara Bartelsmeyer's story
Jia Junaid
Founder, Atlas Law
Atlas Law

I love that B12 prompts me to update certain [website] features and add integrations like online scheduling to increase efficiency in my law firm. These recommendations are often things that I would have never considered but have proved to be incredibly useful.

Jia Junaid

Jia Junaid

Founder, Atlas Law

Read Jia Junaid's story
Heather Carnes
Founder, Envision HR
Envision HR

B12 has raised the entire bar of website professionalism.

Heather Carnes

Heather Carnes

Founder, Envision HR

Read Heather Carnes's story
Stephanie Roberts
Founder, Find Yourself In Fashion
Find Yourself In Fashion

With B12, I feel supported and I think it’s absolutely realistic to grow my business. It has saved me countless hours.

Stephanie Roberts

Stephanie Roberts

Founder, Find Yourself In Fashion

Read Stephanie Roberts's story

FAQ

B12’s Contact Manager keeps your contacts, messages, forms, and notes in one place. You’ll find it in the B12 Editor under “Your business.” Click any contact to see past interactions, form submissions, or their details.

All interactions with prospects and clients, including form submissions, contact details, on-site chat messages, and intake notes, are stored automatically and visible in the Contact Manager.

It recognizes contacts with the same email or phone number and merges them. It won't merge based on name alone, in case you have multiple contacts with the same name.

Gmail, Office 365, Yahoo Mail, and CSV uploads.

The Contact Manager is included in the Website + Client Engagement plan and above. There are no limits on contacts, forms, emails, contracts, or eSignatures.

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