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Contact management software for each client and their staff

Keep the owner, buyer and accounts clerk of a client's business together, each with their own phone, email and job title. Your team sees who to call first, and one tap starts the call on your own phone.

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Client contacts in CIPHER CRM

  • 192+

    Businesses trust us to grow

    192+ CIPHER teams

  • 31

    Industries served

    CIPHER CRM

  • 4.8/5.0

    Average rating

    192+ CIPHER teams

Contact management in CIPHER CRM keeps several people on every enquiry and customer, each with their own phone, email, job title and photo.

One contact is marked Primary and shown at the top, so everyone knows who to reach first.

The Call button hands the number to your phone or calling app, and WhatsApp and email open a new message.

Your team reaches the right person without searching for a number. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Book a Free Demo See all 92 features
Definition

What is contact management software?

Contact management software keeps the details of the people you deal with, and ties them to the companies they work for. In CIPHER CRM a contact always belongs to a lead or a customer, so you see everyone at a client in one place, with the main person clearly marked and a quick way to reach each of them.

Most clients are more than one person. CIPHER CRM lets you add as many contacts as you need to each lead or customer, and every contact has their own phone, email, job title, photo and any custom fields your trade needs. One contact is marked Primary and moves to the top of the list, so everyone knows who to call first. Next to each contact are one-click actions to call, email or open a WhatsApp chat, which is a link that opens the conversation for you, plus tap-to-copy for any detail. When a new name comes up in the record's chat, you can add them as a contact without leaving the conversation. When a lead becomes a customer, its contacts carry across, and each customer contact can get their own portal login. CIPHER CRM is made by CIPHER Craft Pvt. Ltd., founded in 2018, and is rated 4.8 out of 5.

Client contacts in CIPHER CRM
The problem

What happens without client contacts

You only have the owner's number, and when they are away nobody knows who else to call.

Contacts for one company are spread across personal phones, email threads and business cards.

Nobody is sure who the main contact is, so updates go to the wrong person.

Moving a number from the CRM into your phone means retyping it digit by digit.

When a lead becomes a customer, the people you were talking to have to be entered all over again.

What slips without Client contacts
Capabilities

What you can do with client contacts

  • Many people per company

    Add as many contacts as you need to a lead or customer, each with their own phone, email, job title and photo.

  • A clear primary contact

    Mark one contact as Primary and they move to the top, so everyone knows who to reach first.

  • Reach anyone in one click

    Call, email or open a WhatsApp chat with a contact in one click, or tap any detail to copy it.

    click to call crm

  • Fields for your trade

    Add custom fields to contacts for anything your business needs to note, like a preferred call time or a site they manage.

    crm custom fields

  • Add contacts from chat

    When a new name comes up in a record's chat, add them as a contact without leaving the conversation.

    team chat crm

  • Carried across on conversion

    When a lead becomes a customer, its contacts move across with it.

    lead conversion crm
Why CIPHER

Why client contacts are better in CIPHER

In most CRMs a contact is a separate list you have to link up yourself. We keep every person on the client record they belong to.

  • People live on the client

    Contacts sit on the lead or customer, so opening a client shows everyone you deal with there.

  • One primary, clearly marked

    The Primary contact is promoted to the top, which settles the question of who to call first.

  • Nothing retyped on conversion

    Contacts follow a lead into the customer record, so the relationship carries on without extra typing.

  • Their own portal login

    Each customer contact can have their own portal sign-in, so the accountant and the project lead each see what they need.

How it works

How client contacts work in CIPHER CRM

  1. Open the lead or customer

    Go to the client record and open its Contacts tab.

  2. Add the people

    Add each person with their phone, email, job title, photo and any custom fields you use.

  3. Mark the primary

    Choose one contact as Primary so they show at the top for everyone.

  4. Reach out in a click

    Use the call, email or WhatsApp action beside a contact, or tap a detail to copy it.

In action

Client contacts in action, by industry

Manufacturing

A component maker keeps the buyer, the plant head and the accounts clerk on one customer, with the buyer marked Primary.

Logistics & Transportation

A freight forwarder adds the shipper's dispatch clerk as a contact straight from chat, so the next pickup call goes to the right desk.

Healthcare

A medical equipment supplier keeps a hospital's biomedical engineer and purchase officer on one record, and calls either in one click.

HR Tech

A recruitment firm keeps every hiring manager at a client company as a separate contact, each with a custom field for the roles they hire for.

Security Services

A guarding company lists the site manager and the facilities head for each client, and copies a number with a tap when a shift lead needs it.

Compare

Client contacts: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
People per client As many contacts as you need on each record One row per company, names squeezed in Often a separate contacts list to link
Main contact One Primary, shown at the top Whoever is listed first Varies
Reaching someone One-click call, email or WhatsApp link Copy the number into your phone Click-to-call may need an add-on
Details your trade needs Custom fields on every contact Extra columns nobody fills in Often limited by plan
Lead becomes customer Contacts carry across automatically Copied over by hand Sometimes re-linked by hand
Client contacts

See client contacts in action

Keep several people for each client, mark the main one, and call any of them in one tap from your phone. With everyone at a client on record, you are never stuck when one person is away.

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Why it's worth it

What client contacts change for your business

See how CIPHER CRM solves this

Always someone to call

With everyone at a client on record, you are never stuck when one person is away.

The right person, first time

A clear Primary and job titles mean updates reach the person who can act on them.

Less typing, fewer wrong numbers

One-click actions and tap-to-copy remove the retyping that causes mistakes.

Relationships that stay with the business

Contacts live on the client record, not in one salesperson's phone.

Ready when you are

See client contacts on your own data

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Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Client contacts frequently asked questions

FAQ

Client contacts - your questions answered

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Can I store more than one contact for a customer in CIPHER CRM?

Yes. Every lead and customer can hold as many contacts as you need. Each contact has their own phone, email, job title, photo and custom fields, so you can keep the owner, the accounts team and the site manager on the same client record.

What is a primary contact?

The primary contact is the main person you deal with at a client. In CIPHER CRM you mark one contact as Primary, and they are shown at the top of the list, so anyone on your team knows who to reach first without having to ask.

Can I call or email a contact straight from CIPHER CRM?

Yes. Each contact has one-click actions to call, email or open a WhatsApp chat. WhatsApp opens a conversation with that person for you to type in, and any phone number or email address can be copied with a single tap.

Can I add my own fields to contacts?

Yes. Custom fields let you record anything your trade needs about a person, such as a preferred call time, the branch they manage or the product lines they buy. The fields are set up without any coding and appear on every contact.

What happens to contacts when a lead becomes a customer?

They move across with it. When you convert a lead to a customer, CIPHER CRM carries the contacts over along with the address, currency and assignees, so you keep talking to the same people without typing them in again. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Can each contact log in to the customer portal?

Yes. Every customer contact can get their own portal User ID and password. That way several people at the same company each sign in separately, and your staff can generate or reset any contact's login on the spot. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Can I add a contact while chatting about a record?

Yes. When a new name comes up in a record's chat, you can add that person as a contact right from the conversation. It saves switching screens and means new people are recorded while the details are fresh. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Glossary

Client contacts terms, defined

  • Contact

    A person at a lead or customer, stored with their own phone, email and job title.

  • Primary contact

    The one contact marked as the main person to reach at a client, shown at the top.

  • Tap-to-copy

    Copying a phone number or email address with a single tap, ready to paste anywhere.

For your industry

See client contacts in your industry

All 31 industries

Logistics & Transportation

Freight enquiries chased on time

Healthcare

Every patient call-back remembered

Financial Services

KYC papers filed, expiry dates flagged

Real Estate

Site visits to bookings, all tracked

Ecommerce & Retail

Repeat buyers known by name and history

Education

Each admission enquiry followed up

We're here to help

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On the call we map out your sales stages, answer whatever you want to ask, and show you exactly how your team would work day to day.

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