Your contacts

Whitmore keeps a simple address book of everyone who reaches your business, and it fills itself in as you go. Think of it as a lightweight CRM you run from chat.

"Show me contacts I haven't followed up with."

It fills in automatically

• When your receptionist takes a call, the caller becomes a contact.
• New leads that come in get added too, so nobody falls through the cracks.
• Names, numbers, and what they wanted get captured without you typing them in.

What you can do

• Tag contacts however you organize your work, like "repeat customer" or "needs quote."
• Set a status so you always know where someone stands: new, contacted, or won.
• Ask Whitmore to pull up a contact and everything tied to them.

"Tag the Miller family as a repeat customer."

Update many at once

You can move a whole group in one ask instead of editing them one by one.

"Mark everyone from last week's leads as contacted."

Good to know

• Contacts connect to tasks, jobs, and your calendar, so one customer's history stays together.
• If Whitmore isn't sure two entries are the same person, it'll check with you before merging.