Manage relationships in Contact Center
A built-in CRM to track contacts, log activities and never drop a follow-up.
Bella Napoli Pizzeria
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Contact Center is your lightweight CRM. Every business you're working becomes a contact with its own timeline of activities and tasks, so you always know where a conversation stands and what to do next - without living in a spreadsheet.
Add contacts
Push businesses from a lead list into Contact Center, or add them manually. Each becomes a contact record with its details, status and history in one place.
Log activities
Log calls, meetings and notes against a contact as you work. The activity timeline gives you the full story of the relationship at a glance.
Set tasks & follow-ups
Create tasks with due dates - "send proposal Friday", "follow up next week" - so nothing slips. Your open tasks keep your day focused on what moves deals forward.
Track lead status
Move contacts through statuses as they progress from new to won. A quick scan tells you exactly which relationships need attention today.
You're done 🎉
That's the full walkthrough. Open Leadiy and try it yourself - or watch the demo above again any time.
Keep going
Build and organize lead lists
Save prospects into named, tagged lists you can enrich, duplicate and feed into pipelines.
Track deals with Pipeline
Define your stages, add the businesses you are working, assign owners, set reminders, and watch win rate - end to end.
Generate business briefs with the AI Assistant
Turn any business record into a researched brief, talking points or a proposal draft in seconds.