Table View
The Contacts Table provides a comprehensive view of all your contacts with sortable columns and powerful filtering.Plan availability: Startup or higher. See Plans & Billing.
Search, Filters, and Saved Searches
One search bar covers names, emails, phone numbers, and companies, and results update as you type. Stack filter chips (tags, pipeline stage, source, and more) to narrow the list, and click any column header to sort. Once you have a search and filter combination you like, save it:1
Build your view
Enter a search and apply any filters.
2
Save the search
Open the saved searches menu and give it a name.
3
Share it (optional)
Keep the search personal, or share it so everyone in the workspace can use the same view.
Bulk Actions and CSV Export
Selections survive pagination, so you can check contacts across multiple pages and act on all of them at once:- Add to list: put the whole selection on a list for a campaign or a sequence
- Export CSV: download your selection, or the entire filtered result set, as a spreadsheet-ready CSV
Contact Information
Each contact record includes:string
Contact’s full name
string
Email address
string
Phone number
string
Current pipeline stage (Lead, Qualified, Proposal, etc.)
number
Estimated deal value
date
Date of most recent interaction
string
How they found you (chat, voice, referral, etc.)
Adding Contacts
Automatic Creation
Contacts are created automatically when:- Customer provides name and contact info in chat
- Phone call is completed
- SMS conversation includes identification
- Email is received from new address
Manual Creation
Add contacts manually:1
Click 'Add Contact'
Button in the top-right of CRM view.
2
Fill Information
Enter name, email, phone, and any other details.
3
Set Pipeline Stage
Place them in the appropriate stage.
4
Save
Contact is immediately available in your CRM.
Importing Contacts
Import existing contacts from:- CSV files
- Other CRM systems
- Email contact lists
- Spreadsheets
Business Card Scanner
Turn a paper business card into a contact in seconds:1
Open the scanner
In CRM > People, choose Scan Card.
2
Snap a photo
Use your phone camera or upload an image of the card.
3
Review and save
AI reads the card and prefills the name, title, company, email, and phone. Fix anything that needs it and save.
New contacts automatically inherit tags and address details from their company, so records created by hand, by scan, or by the AI stay consistent.
Contact Details
Click any contact to see their detailed profile:Information Tab
- Full contact details
- Custom fields
- Tags and categories
- Creation date and source
Conversations Tab
See all interactions:- Complete conversation history
- Across all channels
- Searchable and filterable
- Linked to original conversations
Activity Timeline
Chronological view of all activities:- Conversations
- Status changes
- Notes added
- Emails sent
- Calls made
Notes and Tasks
- Internal notes (not visible to contact)
- Assigned tasks and follow-ups
- Important dates and reminders
Calling and Texting Contacts
Click-to-Call
Tap any phone number on a contact record to place the call. Clarky logs a call activity on the contact’s timeline automatically, so your history stays complete without manual notes.Phone Line Types
Clarky detects whether each number is a mobile, landline, or VoIP line and shows it next to the number. Use it to know who can receive texts before you send an SMS or launch a texting sequence.Organizing Contacts
Tags
Apply custom tags to categorize contacts:- VIP: High-value customers
- Follow-up: Needs attention
- Interested: Showed interest
- Custom: Create your own
Custom Fields
Add custom fields for your business needs:- Industry
- Company size
- Budget
- Specific preferences
- Any data you track
Next Steps
Sales Pipeline
Move contacts through your sales process