How do I centralize customer data from multiple channels?
SendSeven's contact management automatically creates unified customer profiles from WhatsApp, SMS, Email, Instagram, Messenger, Live Chat, and Telegram. Unlimited custom fields, color-coded tags, smart segmentation, CSV import with field mapping, and GDPR-compliant double opt-in management. Every interaction across all channels is stored in one profile. Plans from EUR 49/month (Basic).
Stop Searching,
Start Knowing.
Customer data scattered across spreadsheets, email inboxes, and phone notes? Bring every contact, every channel, and every conversation into one unified profile, so your team spends less time searching and more time selling.
Contact Methods
Add+1 (415) 555-0182
Last used 3 weeks ago
+1 (415) 555-0182
Last used 4 hours ago
Lisa Berger
via Facebook Page
Last used 1 week ago
Tags
Subscriptions
Link Activity
12
Total clicks
3
Tracked links
The Spreadsheet Trap Every Growing Business Hits
It's Monday morning. A loyal customer calls about an order update. Your team member searches the shared inbox – nothing. Checks the Excel file – outdated. Opens WhatsApp on the company phone – there it is, buried in a chat from three weeks ago. Ten minutes lost, the customer frustrated.
For small and medium-sized businesses with 5 to 50 employees, this plays out dozens of times a day. Customer data lives in five different places: an Excel spreadsheet on someone's desktop, the shared inbox, personal phone contacts, sticky notes by the register, and scattered WhatsApp conversations. Nobody has the full picture.
The result: customers repeat themselves, follow-ups fall through the cracks, and your team wastes hours piecing together information that should be one click away. It's not a people problem – it's a systems problem.
One Profile, Every Touchpoint
SendSeven collects every customer interaction – WhatsApp, email, SMS, Telegram, Instagram, Messenger, Live Chat – and links it to a single contact profile. No manual data entry, no copy-paste between tools.
Here's how it works: A customer sends a WhatsApp message. SendSeven automatically creates their profile with name and phone number. Later they email you – the email address gets added to the same profile. Your team member tags them as 'Returning Customer' and adds a note. Next time anyone on your team opens that contact, they see the full picture: every message, every channel, every tag.
Importing your existing data takes minutes, not days. Upload a CSV from your spreadsheet, map the columns, and your contacts are in the system – ready for segmentation and targeted campaigns.
Activity Timeline
Complete interaction history
WhatsApp message received
Bike repair status inquiry
Link clicked
sendseven.com/pricing
Repair completed
Repair #R-2847 completed by Mike
Email campaign delivered
Spring Sale: New Arrivals
Subscribed
Email Newsletter – subscribed
Contact created
Auto-created from WhatsApp
Measurable Results
Businesses that centralize customer data see improvements in three core areas.
Contact Methods
Add+1 (415) 555-0182
Last used 3 weeks ago
+1 (415) 555-0182
Last used 4 hours ago
Lisa Berger
via Facebook Page
Last used 1 week ago
Tags
Subscriptions
Link Activity
12
Total clicks
3
Tracked links
One Profile, Every Channel
No more switching between tools to piece together a customer's history. SendSeven links phone, email, WhatsApp, Telegram, Instagram, Messenger, and Live Chat to a single profile. Your team sees one person – not seven entries across five systems.
- 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 and custom fields for internal context visible only to your team
Smart Segment
Available Tags
Segment Rules
Results
0 contacts matchLisa Berger
Tom Reynolds
Maria SantosTags, Segments, Targeted Reach
Color-coded tags for instant classification. Custom fields for any data point your business needs. Dynamic segments that auto-update based on tags, fields, or behavior – your audiences stay fresh without manual maintenance.
- Color-coded tags for quick classification: VIP, Returning Customer, Support Priority
- Unlimited custom fields: text, numbers, dates, dropdowns, multi-select
- Dynamic segments that auto-update as contact data changes
- Use segments for targeted campaigns, filtered views, or GDPR-compliant exports
Activity Timeline
Complete interaction history
WhatsApp message received
Bike repair status inquiry
Link clicked
sendseven.com/pricing
Repair completed
Repair #R-2847 completed by Mike
Email campaign delivered
Spring Sale: New Arrivals
Subscribed
Email Newsletter – subscribed
Contact created
Auto-created from WhatsApp
Full History, Zero Guesswork
Every WhatsApp message, every email, every live chat – chronologically on the contact profile. Your team never asks 'has anyone talked to this customer before?' again. Complete context for every interaction.
- 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
Import Once, Enrich Forever
Upload your existing CSV data in minutes – visual field mapping makes it painless. After import, assign new channels like WhatsApp or Telegram to contact profiles and add tags or custom fields as needed.
- CSV import with visual field mapping – match columns to contact fields in clicks
- Duplicate detection by phone or email prevents messy data from day one
- Bulk operations: tag, update, or export contacts in batch – no one-by-one clicking
- Assign channels, tags, and custom fields to contacts as needed
ROI in Numbers
What This Could Look Like
A 15-person bicycle shop with two locations and an online store manages customer data across an Excel sheet, a shared email inbox, WhatsApp on the owner's phone, and handwritten repair orders. After importing 2,400 existing contacts into SendSeven and connecting WhatsApp, email, and the website live chat, the team works from a single source of truth.
Typical scenario based on industry data for SMBs with 5–50 employees
How It Works
From scattered data to a unified contact database in three steps.
Import Your Contacts
Upload a CSV file. Visual field mapping matches your columns to SendSeven fields – including custom fields and tags.
Connect Your Channels
Link WhatsApp, email, Telegram, Live Chat, and more. Assign new channels to existing contact profiles as needed.
Segment and Reach Out
Create dynamic segments based on tags, custom fields, or behavior. Launch targeted campaigns on the channel each customer prefers.
Step-by-step guides for setup via the dashboard or API.
Platform Guide: Step by Step
Manage contacts and their data:
Define Custom Fields
Go to Settings > Custom Fields. Create fields like "Customer Tier", "Account ID", or "Preferred Language" with types (text, number, date, dropdown).
View Contact Profile
In Conversations, click on a contact name to open their profile. View all custom fields, tags, and conversation history.
Edit Contact Data
Click "Edit" on the contact profile to update fields. Changes are saved immediately and visible in all conversations.
Add Tags
Use tags to categorize contacts (e.g., "VIP", "Enterprise", "At Risk"). Filter contacts by tags in the Contacts list.
View Conversation History
Scroll down in the contact profile to see all past conversations across all channels.
API Reference: Developer Access
Manage contacts and custom fields via API.
| Method | Path | Description |
|---|---|---|
| GET | /api/v1/contacts | List contacts with filters |
| POST | /api/v1/contacts | Create a new contact |
| PATCH | /api/v1/contacts/{id} | Update contact fields |
| GET | /api/v1/custom-fields/definitions | List custom field definitions |
const response = await fetch('https://api.sendseven.com/api/v1/contacts', {
method: 'POST',
headers: {
'Authorization': 'Bearer YOUR_API_TOKEN',
'X-Tenant-ID': 'YOUR_TENANT_ID',
'Content-Type': 'application/json'
},
body: JSON.stringify({
name: 'John Doe',
email: '[email protected]',
phone: '+1234567890',
custom_fields: {
customer_tier: 'enterprise',
account_id: 'ACC-12345'
},
tags: ['VIP', 'Enterprise']
})
});
const contact = await response.json();
console.log('Contact created:', contact.id);const response = await fetch(
'https://api.sendseven.com/api/v1/contacts/contact_123',
{
method: 'PATCH',
headers: {
'Authorization': 'Bearer YOUR_API_TOKEN',
'X-Tenant-ID': 'YOUR_TENANT_ID',
'Content-Type': 'application/json'
},
body: JSON.stringify({
custom_fields: {
last_purchase_date: '2025-01-15',
lifetime_value: 5000
},
tags: ['VIP', 'Repeat Customer']
})
}
);
const contact = await response.json();
console.log('Updated contact:', contact.name);Frequently Asked Questions
Can I import existing contacts?
Yes. Export your data as a CSV file and upload it to SendSeven. The visual field mapping tool lets you match columns to contact fields – including custom fields and tags. You can import thousands of contacts in one go. Duplicate detection by phone or email prevents messy data.
What happens when a customer contacts us on a new channel?
If the phone number or email matches an existing contact, the new channel is automatically added to their profile. If there is no match, a new contact is created. Your team always sees one person, one profile – regardless of how many channels they use.
How does segmentation work?
You can create dynamic segments based on any combination of tags, custom fields, channel, subscription status, or activity. Segments update automatically as contact data changes. Use them for targeted campaigns, filtered views, or GDPR-compliant data exports.
Is contact management GDPR-compliant?
Yes. SendSeven supports GDPR-compliant double opt-in for newsletter subscriptions, granular subscription management per channel, and one-click data export for data subject requests. All data is processed in the EU.
Do contacts get created automatically?
Yes. When someone messages you on any channel – WhatsApp, email, Live Chat, Telegram, or others – SendSeven automatically creates a contact profile. If the phone or email matches an existing contact, the new channel method is added instead of creating a duplicate.
What does contact management cost?
Contact management is included from Basic (plans from €49/month), with unlimited users and no per-user fees, including the Unified Inbox, campaigns, and all 8 channels. API Only starts at €9/channel. Both include a 14-day free trial, no credit card required. See pricing.
Stop Searching. Start Knowing.
Import your contacts, connect your channels, and give your team the full picture – one profile, every customer, every channel.