# CRM

## Key Features

### See everything
See every call, text, and detail of each contact so you always have the context to deliver great service.

### Integrate your tools
Sync contacts with your CRM or import them from a spreadsheet to keep customer records up to date across your tools.

### Collaborate easily
Easily share contacts with your team. No silos, no duplicates, no clunky workflows.

## A mini CRM for your phone system
Manage every contact in one place — with seamless syncing to tools like HubSpot and Salesforce when you need more.

### Features Include
- View a complete, scrollable history of each customer’s interactions, from texts and calls to voicemails and internal notes
- Add context to any contact and tag teammates to collaborate behind the scenes
- Capture the details that matter most to your team
- OpenPhone automatically identifies and suggests new contacts based on recent conversation data

### Conversation history
- Contact notes
- Custom contact properties
- AI-suggested contacts

### Visibility and organization
Manage which contacts are visible across your team to prevent clutter and confusion.
- Organize contacts by type, stage, or priority to stay on top of follow-ups and workflows
- Quickly find the right contact using tags, filters, or keywords across notes and message history
- Automatically detect and clean up duplicate entries to maintain a tidy contact list
- Shared contacts with access controls
- Contact tags
- Smart contact search & filters
- Merge duplicate contacts

### Integration and API
- Automatically sync contact records from tools like HubSpot, Salesforce, and more
- Send call summaries, transcripts, and conversation data back into your CRM for a complete customer view
- Bulk upload contacts in seconds from any spreadsheet to get up and running fast
- Use our API to programmatically create, update, or retrieve contact data and integrate with your custom workflows

### Workflows and insights
Improve your workflow and gain insights into your business by tapping into an ecosystem of third-party tools.
- Call summaries make it easy to get context from previous conversations in seconds while suggesting next steps.

### About the Author
**Jason Ovryn**  
Co-founder & COO @ Carry