Welcome to Contacts+!
Contacts+ is a powerful contact management tool that helps you stay fully connected with your contacts. As a centralized database, Contacts+ syncs together all of your address books, merges duplicates and adds more complete and enriched contact information from the web. Contacts+ lets you keep all your contacts synchronized and up-to-date on your phone, desktop, and even in your Gmail. Download our apps and you’ll be able to access your contacts everywhere you need them.
This guide serves as a resource for getting started with our Web App. We outline the first things to do as a new user, best practice actions to take, and how to become a power user. Welcome aboard!
- Knowledge Base: Our Knowledge Base is a good place to find all Contacts+ help articles and how-to guides.
- Contact Us: If you have any further questions, don’t hesitate to contact our Contacts+ Support team. We are here to help. Contact us here.
- Blog: Interested in the latest things on customer intelligence, contact management, and Contacts+ news? Subscribe to our blog to stay in the loop.
To set yourself up for success, we'll walk you through the first crucial steps in setting up your Contacts+ account.
1. Make sure your browser is up-to-date
- Supported browsers: Chrome, Chromium Vivaldi, Firefox, Safari, Edge, and Opera.
2. Create your Contacts+ account
- Go here and register as an individual:
- If you have a Gmail account, feel free to use the Sign Up With Google option, but you can also register with any other email address and a password of your choice.
- Bookmark app.contactsplus.com for easy access to your account.
3. Connect an address book
- Choose your primary contact source from Google, Apple (iCloud), Microsoft (Exchange or Office 365) or upload a .csv / .vcf file of your contacts.
To access your Other Contacts from Google, go to Sync Sources -> ... next to your Google account -> Search for other contacts in Google.
4. Add your photo and general information on your Account Page
You can also fill out your personal profile in the My Profile to make sure your personal information is up to date and conveniently share it with others!
5. Connect your Twitter account from your Sync Sources
- Learn more about Contacts+ important sync settings.
- Learn more about importing CSV files.
Now that you've finished the first steps as a new user, next we'll walk you through best practice guidelines for more effectively managing your contacts.
1. Click on Assistant from the top menu to access your Updates and Duplicates and New Contacts found in email signatures.
- Apply updates where you see fit—you can apply all updates at once or apply updates one at a time. If you ignore an update, it will not be added to your contact.
- Apply duplicates where you see fit—you can merge all duplicates at once or merge your contacts one at a time. When merging your contacts, all information is included in the final version of the contact. You can edit your merged contacts later.
- Add or Ignore suggested contacts found in your Email Signatures (Premium users only)
2. Click on Activity from the top menu to view all changes being made to your contacts
- In chronological order, view the edits, additions, merges, deletions, etc. occurring in your Contacts+ address book. This area is helpful to understand what changes and improvements Contacts+ is providing you with, in addition to manual work you’ve done.
- Undo changes and edit your contacts where you see fit.
3. Organize how your contacts are sorted
- Use the Advanced Search to filter your contacts by their location, company, address or by the date they were added.
- Use sorting options to sort/view contacts by name, date created and date modified:
4. Tags dashboard
- You can create new tags and view your tags by clicking the tag icon next to the search bar.
- Tags are a great way to categorize and organize your contacts. Some examples might be location-based (e.g. Denver Contacts) or group based (e.g. College). When adding new tags consider how you organize and categorize your network today.
- Private Tags are exclusive to your private Contacts+ address book and the ones that you have added yourself
- Smart Tags are default tags from Contacts+ that are added to your account and can help you filter out business card contacts, email signature contacts as well as contacts which are missing certain information (name, phone number, email address, etc.)
- You can view all of your Sync Sources at the bottom of the Tags dashboard.
- You can click on any of your Sources to view contacts in individual address books.
Become a power user:
In the final portion of this Getting Started guide, we'll show you a few of our favorite tips and tricks.
1. Favorite your contacts
- Do you have contacts you talk to often? Favorite your contacts by clicking on a specific contact -> Press on the star icon next to the contact image:
2. Manually merge your contacts
- Sometimes we may not pick up on all duplicates. We allow you to manually take care of merges if need be and this allows you to fully master your contacts with the context only you, might have.
3. Bulk tag your contacts
- You can tag your contacts to subgroup them for easy-to-find contact lists. Simply select contacts you want to tag -> Tags -> add a new or existing tag.
- You can export any of your tags.
- Your tags sync bi-directionally as Groups in Google and iCloud.
4. Select All
- You can select all your contacts by first selecting one of your contacts and then clicking “Select All”,
- Export individual contacts, groups of contacts from the contact list, or entire address books from your Sync Sources page. Here's a helpful article on exporting contacts from Contacts+.
6. Add / Import new contacts, business cards, sync sources
- Have a file of contacts in your CRM, on your desktop, or elsewhere? Import them into your Contacts+ account by going to your Sync Sources page and clicking "Import CSV or vCard" or by clicking the + from the top of the page:
7. Add Business Cards
You can also add business cards (captured by real people for better accuracy!) by clicking the + button -> Business Card.
We do support JPEG/JPG, PNG files and have a limit of 15 MB per one upload.
8. Capture email signatures from your G-Suite or Gmail account and turn them into contacts
To connect an email signature account, go to Sync Sources. You can find out more about how to add email signatures here.
Thanks for joining Contacts+! By the end of this guide, you should be able to leverage your Contacts+ address book to improve your contact management challenges.