Contact Manager
The Contact Manager automatically collects all of your firm’s contacts, emails, messages, forms, and notes in one place, making it a convenient way to organize and quickly reach any prospect or client.
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Manage all business interactions in a single place
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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
Partner / COO, Action Logistix
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
Founder, Atlas Law
With B12, the quality is 10/10. I feel like I got the finished product of building a site from scratch, but it was way easier.
Anthony Bell
Founder and Managing Partner, The Bell Group
B12 has raised the entire bar of website professionalism.
Heather Carnes
Founder, Envision HR
FAQ
B12’s Contact Manager allows you to manage all of your contacts, messages, forms, and more in a single place. It’s located in the B12 Editor under “Your business”. You can click on an individual contact to review any past interactions, form submissions, or their basic information.
All interactions with clients and prospects, including form submissions, contact details, on-site chat messages, and intake notes are automatically stored and can be viewed in the Contact Manager.
It can recognize duplicate contacts with the same email or phone number and will merge them. It won't merge contacts based on name alone, in case you have multiple contacts with the same name.
The Contact Manager syncs with and can import contacts from Gmail, Office 365, Yahoo Mail, or by uploading a CSV file.
The Contact Manager is part of our Standard and Premium plans. There are no limits on the number of contacts or forms you can add, emails or contracts you can send, or eSignatures you can collect.
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