Contacts CRM

Contacts in Opzello is a lightweight CRM—not a full replacement for Salesforce, but enough for founders and small teams who live in their work hub daily.

Each contact stores name, email, company, role, tags, and social links. Company records group contacts under one account for pipeline reporting. Activity feeds show meetings, tasks, and linked logs chronologically.

Import contacts manually or add them when logging meetings. Search is global from the meetings header. Segments use tags like investor, customer, vendor for filtered outreach lists.

Privacy note: contact data stays in your workspace; AI features only send what you include in prompts. Do not paste sensitive PII into AI fields unless your policy allows it.

Link contacts to Reports → Meeting pipeline exports for board updates. When a deal closes, archive the contact or update tags so dashboards stay current.

Power users maintain one primary contact per stakeholder and put assistants in notes rather than duplicate records.