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.
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.
Contact Methods
Add+44 7911 482 105
Last used 2 months ago
+44 7911 482 105
Last used 2 hours ago
Sarah Neumann
via Facebook Page
Last used 1 hour ago
Tags
Subscriptions
Link Activity
12
Total clicks
3
Tracked links
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.
Contact Methods
Add+44 7911 482 105
Last used 2 months ago
+44 7911 482 105
Last used 2 hours ago
Sarah Neumann
via Facebook Page
Last used 1 hour ago
Tags
Subscriptions
Link Activity
12
Total clicks
3
Tracked links
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
Available Tags
Segment Rules
Results
0 contacts matchSarah Neumann
Anna Klein
Marc RichterTag, 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
Link clicked
sendseven.com/pricing
Ticket resolved
Ticket #TK-1847 resolved by Anna
Email campaign delivered
Newsletter: Q1 Product Update
Subscribed
Email Newsletter: subscribed
Contact created
Auto-created from WhatsApp
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
Ready to import
0 contacts
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.
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.
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.
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
How does SendSeven's multi-channel contact model work?
Each contact in SendSeven can have multiple contact methods (phone, email, WhatsApp, Telegram, Instagram, Messenger, and more) all linked to a single profile. When a customer messages you on WhatsApp and later emails you, both methods appear on the same contact record. You see one person, not duplicate entries.
Are contacts created automatically?
Yes. When someone messages you via any channel (Live Chat widget, WhatsApp, Email, Telegram, or others) SendSeven automatically creates a contact profile. If the phone number or email matches an existing contact, the new channel method is added to their existing profile instead of creating a duplicate.
What custom fields can I create?
You can create unlimited custom fields with five data types: free text, numbers, dates, single-select dropdowns, and multi-select. Custom fields appear on every contact profile and can be used for segmentation, filtering, and campaign targeting.
How does double opt-in work for GDPR compliance?
SendSeven supports GDPR-compliant double opt-in for newsletter subscriptions. When a contact subscribes, they receive a confirmation message on their chosen channel (WhatsApp or Email). The subscription is only activated after they confirm. Subscription changes are logged with timestamps for your compliance records.
Can I import my existing contacts?
Yes. Upload a CSV file and use the visual field mapping tool to match your columns to SendSeven fields, including custom fields. You can import thousands of contacts in a single operation. SendSeven detects duplicates by phone number or email so you can review and resolve them before import.
How do segments differ from newsletter lists?
Newsletter lists are subscriber-driven: contacts opt in themselves via forms or widgets, and each subscription has start/stop commands with opt-out messaging. Dynamic segments are rule-based: you define criteria (tags, custom fields, channel, behavior) and the segment updates automatically as contact data changes. Both can be used as campaign audiences.
How does SendSeven handle duplicate contacts?
Three account-wide modes, picked under Settings → Contacts & Duplicates: auto-merge (the default for every account, matching phones, emails, or platform IDs update the existing contact instead of creating a new one), allow duplicates (always create, but the response lists potential matches so your UI can surface them), and block duplicates (reject colliding creates with a 409 response and the existing contact list). Every contact-creation API call also accepts a per-request override. When two contacts are merged, conversations, messages, notes, tags, custom fields, and contact methods all move to the surviving contact, and the old UUID keeps resolving so external systems caching it never break.
Start managing contacts across every channel
Import your contacts, connect your channels, and build complete customer profiles, all in under 5 minutes.