Organize, segment, and manage your leads and customers
Add, tag, segment, and enroll contacts in automations — every lead and customer in one searchable record with full interaction history.
Contacts are the foundation of everything in Centerfy. Every lead, customer, or prospect you interact with has a contact record that stores their information, conversation history, tags, notes, and pipeline stage. When a new message comes in or a workflow fires, Centerfy links the activity back to the right contact automatically.
What a contact record contains
Each contact record holds:
- Name, phone, and email
- Tags — labels you assign for segmentation and automation
- Notes — internal notes added manually or by a workflow
- Conversation history — every SMS, email, call, and chat, across all channels
- Pipeline stage — which stage of your sales process the contact is in
- Associated company — the organization the contact belongs to
- Custom fields — any additional data fields you have configured for your account
Adding contacts
Go to Contacts in the sidebar, then click Add Contact. Fill in the name, phone number, email, and any other fields, then click Save.
When a contact fills out a form connected to Centerfy (such as a website lead form), a contact record is created automatically using the information they submitted.
If your account is connected to GoHighLevel, contacts sync automatically. New contacts in GHL appear in Centerfy, and updates flow in both directions.
Go to Contacts, click Import, and upload a CSV file. Map your CSV columns to Centerfy contact fields, preview the import, and confirm. Centerfy detects duplicates and flags them before importing.
Tags
Tags are short labels you attach to contacts to group them by category, status, or behavior. For example: hot-lead, no-show, booked-2024, or VIP.
To add a tag, open a contact record and type in the Tags field. Tags are shared across your account, so any tag you create is available to use on any contact.
Tags are especially powerful because they can trigger workflows automatically. When a tag is added to a contact, any workflow with a “Tag Added” trigger fires instantly.
Bulk actions
Select multiple contacts using the checkboxes in the contact list. With contacts selected, you can:
- Send bulk SMS — send a single message to all selected contacts at once
- Send bulk email — compose an email that goes to the selected group
- Add tags — apply one or more tags to all selected contacts
- Enroll in workflow — add all selected contacts to an automation workflow
- Export — download the selected contacts as a CSV file
Smart lists and filters
Use the filter panel to segment your contact list by any combination of criteria:
- Tag (e.g., show only contacts tagged
hot-lead) - Date added (e.g., contacts added in the last 30 days)
- Pipeline stage (e.g., contacts in the “Qualified” stage)
- Conversation status (e.g., contacts with an open conversation)
Save a filter set as a smart list so you can return to the same segment without re-applying filters each time.
Companies
Group contacts under a company record to manage business relationships. From a contact record, click Company and select or create a company. You can view all contacts associated with a company from the company record itself.