What is SendSeven's Contact Management?

SendSeven's Contact Management links every contact method into one 360-degree profile, auto-created from inbound messages and enriched with each interaction. Features include unlimited custom fields, color-coded tags, dynamic smart segmentation, GDPR-compliant double opt-in, activity timelines, link click analytics, CSV import with field mapping, and bulk operations. Included in Full Suite plans, not in API Only.

Contact Management

Every Customer, Every Channel,
One Profile

One contact, multiple channels. SendSeven auto-creates profiles from every interaction and links phone, email, WhatsApp, Telegram, Instagram, and Messenger, all into a single 360° view.

SMS
Import in minutes No credit card required 14-day free trial

Sarah Neumann

[email protected]

+44 7911 482 105

Contact Methods
Add
PHONEPrimary

+44 7911 482 105

Last used 2 months ago

E-MAILPrimary

[email protected]

Sarah Neumann

Last used 8 days ago

WHATSAPPPrimary

+44 7911 482 105

Last used 2 hours ago

MESSENGER

Sarah Neumann

via Facebook Page

Last used 1 hour ago

Tags
VIPEnterpriseEMEA + Add Tag
Subscriptions
Newslettervia WhatsApp
subscribed
Newslettervia Email
subscribed
Link Activity

12

Total clicks

3

Tracked links

sendseven.com/en
7+
Contact Methods per Profile
Phone, Email, WhatsApp, Telegram, Instagram, Messenger, and more
Auto
Contact Creation from Any Channel
Contacts auto-created from inbound messages
Unlimited Custom Fields
Text, numbers, dates, dropdowns, multi-select
100%
GDPR Compliant
Double opt-in, data export, consent tracking

Why Teams Choose SendSeven for Contact Management

Build comprehensive customer profiles with unlimited custom fields, smart segmentation, and GDPR-compliant subscription management.

One Contact, Every Channel

One person, one profile, no matter if they WhatsApp, email, or use your chat widget. All contact methods link to a single record automatically.

Auto-Created & Auto-Enriched

When a customer reaches out on any channel, SendSeven creates their profile instantly. Every subsequent interaction enriches it. Matching phones, emails, or platform IDs are auto-merged into one profile by default, so you don't grow a forest of duplicates. No manual data entry, no import headaches.

Privacy-First by Design

GDPR-compliant double opt-in, granular subscription management per channel, and one-click data export. Your contacts' privacy is built into the architecture, not bolted on.

Sarah Neumann

[email protected]

+44 7911 482 105

Contact Methods
Add
PHONEPrimary

+44 7911 482 105

Last used 2 months ago

E-MAILPrimary

[email protected]

Sarah Neumann

Last used 8 days ago

WHATSAPPPrimary

+44 7911 482 105

Last used 2 hours ago

MESSENGER

Sarah Neumann

via Facebook Page

Last used 1 hour ago

Tags
VIPEnterpriseEMEA + Add Tag
Subscriptions
Newslettervia WhatsApp
subscribed
Newslettervia Email
subscribed
Link Activity

12

Total clicks

3

Tracked links

sendseven.com/en

One Contact, Every Channel

Traditional CRMs give you one phone number and one email per contact. SendSeven links every channel method to a single profile: phone, email, WhatsApp, Telegram, Instagram, Messenger, and more. See the full picture, reach customers where they prefer.

  • Multiple contact methods per profile: phone, email, WhatsApp, Telegram, Instagram, Messenger, and more
  • Primary method badges with "last used" timestamps for each channel
  • Auto-created from inbound messages, no manual data entry required
  • Private notes for internal context that only your team sees
Smart Segment
Filter contacts...

Available Tags

VIPEnterpriseEMEANewsletterSupport

Segment Rules

TagisVIP
AND
ChannelincludesWhatsApp
AND
CompanycontainsAcme

Results

0 contacts match
Sarah Neumann
Anna Klein
Marc Richter

Tag, Segment, Target

Color-coded tags for quick classification. Dynamic segments that update automatically based on any field, behavior, or engagement pattern. Build your audiences once and let them stay fresh.

  • Color-coded tags for instant classification (VIP, Enterprise, Support)
  • Dynamic segments that auto-update as contact data changes
  • Filter by any field: custom fields, tags, channel, subscription status, or activity
  • Newsletter lists + dynamic segments: two list types for maximum flexibility
Activity Timeline

Complete interaction history

WhatsApp message received

Incoming message via WhatsApp

2 hours ago

Link clicked

sendseven.com/pricing

Yesterday

Ticket resolved

Ticket #TK-1847 resolved by Anna

2 days ago

Email campaign delivered

Newsletter: Q1 Product Update

5 days ago

Subscribed

Email Newsletter: subscribed

Feb 10, 2026

Contact created

Auto-created from WhatsApp

Jan 8, 2026

Complete History, Zero Guesswork

Every message, every ticket, every campaign interaction, every link click, all in chronological order on the contact profile. Your team never asks "what happened with this customer?" again.

  • Full conversation history across all channels in one timeline
  • Link click analytics with timestamps and tracked URLs per contact
  • Recent tickets with IDs, dates, and resolution status
  • Subscription changes with opt-in/opt-out audit trail for compliance

contacts.csv

0 rows detected · 5 columns

Column Mapping

first_name
Name
email
Email
phone
Phone
company
Custom: Company
vip_status
Tag: VIP

Ready to import

0 contacts

Start Import

Bulk Import, Zero Friction

Upload a CSV, map your columns to SendSeven fields, and import thousands of contacts in one go. Smart duplicate handling decides per account whether to auto-merge, allow, or block colliding contacts, with a per-request override on every API entry point. Need data out? Export any segment for compliance requests or external tools.

  • CSV import with visual field mapping: match columns to contact fields
  • Three duplicate modes per account: auto-merge (default), allow duplicates, or block on collision, set in Settings or overridden per API call
  • Find Duplicates view with bulk-merge by phone, email, platform ID, or name, oldest contact wins as primary
  • Merge keeps every conversation, message, note, tag, custom field, and contact method on the survivor, conflicts logged as a system note
  • Old contact UUIDs keep resolving after a merge so external CRMs, webhooks, and integrations never break
  • Bulk operations: tag, delete, or update contacts in batch, no one-by-one clicking
  • One-click export of any segment for GDPR data requests or external tools
  • Re-import the same CSV to update existing contacts in place: pick Overwrite (CSV wins) or Fill-empty (gaps only) per import, no duplicates or cleanup work
  • Subscribe imported contacts across email, WhatsApp, SMS, and more in one import via the channel-to-list builder, channel-aware skipping with opt-in confirmation

How It Works

From first contact to targeted campaign in three steps.

01 · Instant

Import or Auto-Create

Upload a CSV to bulk-import your existing contacts, or let SendSeven auto-create profiles from every inbound message on any channel.

02 · Ongoing

Enrich Automatically

Every interaction adds data to the contact profile. New channel methods, tags, custom fields, and activity history build up naturally. No manual work.

03 · Anytime

Segment & Reach

Create dynamic segments based on any field, tag, or behavior. Use segments for targeted campaigns, filtered views, or GDPR-compliant exports.

Frequently Asked Questions

Start managing contacts across every channel

Import your contacts, connect your channels, and build complete customer profiles, all in under 5 minutes.

Setup in under 5 minutes
No credit card required
100 test messages included