Your contact base with lifecycle, history and real context
Every contact in Clientky has a full profile, lifecycle status, change history and team notes. You know exactly what stage each lead is at and what happened before.
The problem with scattered contacts
Leads with no clear follow-up
Without lifecycle tracking, you can't tell if a contact is a new lead, a hot one that needs urgent attention, or a customer who already bought. Everything gets mixed up.
Context lost across the team
When an agent replies to a conversation without knowing who the contact is, what was discussed before, or what stage they're at, the customer notices. And that costs sales.
Duplicates and inconsistent data
The same contact created twice from different channels. Without merging, your database degrades and metrics lose reliability.
Everything you need to manage contacts as a team
Contact lifecycle
new_lead, hot_lead, cold_lead, customer — stages configurable per workspace. Change them manually or automate transitions with workflows.
Complete change history
Every field modification is recorded: who changed what, from which value, and when. You never lose context.
Dynamic segments
Contact groups that update automatically based on lifecycle, source channel, labels or custom fields.
Notes and collaborators
Free-text notes per contact with date and author. Add collaborators to a contact so multiple agents manage it with shared visibility.
Labels and custom fields
Classify with labels and extend the profile with your own business fields: company, industry, role, or whatever you need.
Bulk operations and merge
Mass assignment, bulk lifecycle changes, manual or automatic duplicate merging with smart detection.
From lead to customer, with context at every step
Lead enters the inbox
Automatically created as new_lead when they make contact through any channel.
Team qualifies
An agent updates the lifecycle to hot_lead and adds notes with conversation context.
Automated follow-up
A workflow triggers a follow-up message if the hot_lead hasn't replied in 48 hours.
Customer converted
On closing the sale, lifecycle changes to customer. History stays available for the post-sale team.
Clientky as a conversational CRM
- Native lifecycle on all plans
- Complete change history per contact
- Dynamic segments that update automatically
- Smart duplicate merging
- CSV import from day one
- Full database CSV export
- Contact collaborators with shared visibility
- Bulk operations for high-volume teams
Try Clientky's conversational CRM
Free plan, no credit card. Lifecycle included from day one.