What is a Person record?

In CreamSoda, a "Person" represents individuals with whom you’ve built a relationship, such as patients, clients, or leads—individuals who could potentially become active customers.

Adding a Person Record

Adding people is simple and efficient. You can add them directly, import in bulk using Excel, or sync with your Outlook or Google Contacts, making it easy to manage large volumes. Person records can also be associated with deals or appointments, helping create a streamlined workflow.

More Than Basic Contact Info

CreamSoda’s Person records go beyond simple contact details. Each record holds comprehensive information, including notes, emails, files, tasks, and meetings. This ensures you capture every interaction, fostering a continuous, personalized experience. Additionally, Person records can be linked to relevant accounts or businesses, giving you a full picture of all related connections.

Centralized Communication History

The Timeline feature provides a chronological view of every email, activity, note, and interaction, offering a detailed record of your relationship with each contact. This supports consistent, informed communication, as team members can see all prior interactions in one place.

Customizable Fields

In addition to basic fields like phone number, email, and job title, CreamSoda allows for custom fields tailored to your unique business needs. Tags are also available to categorize Person records, making it easier to organize, filter, and enhance automation workflows.

Integrated with Accounts

Person records can be linked to company or account records, providing valuable context for managing both individual and organizational relationships. This feature is especially useful for practices and businesses that handle both individual clients and larger entities.

Types and Tags for Streamlined Organization

With tags and customizable Person types, CreamSoda enables you to easily categorize contacts into groups like Leads, Clients, Referrals, Partners, Competitors, and more. This categorization simplifies searching and filtering, supporting custom workflows and marketing lists. While a Person can be associated with one company, a company record can have multiple linked contacts to represent the entire organization.

Manage All in One Place

CreamSoda centralizes your marketing, sales, and relationship management through tools like automated workflows, deal pipelines, email marketing, and follow-up reminders, helping you manage it all from one platform.