Contacts
Understand every customer through a unified profile
Contact details, conversation transcripts, and purchase histories in one unified space. Manage tags and messaging permissions directly from the customer record.
Customer intelligence
One record, deeper customer context
Bring matched records together; approach the right customer with the right context every time.
CREATO / ContactsSample view
Emma MillerCustomer profile
Phone: +1 555 *** 0142Primary contact
Email: emma@miller.designVerified
Connected channels: WhatsApp / InstagramTouchpoints
Contact TagsSample view
Tag & Note ManagementEmma Miller
Tags: New collection / Wholesale buyerProfile tags
Note: Interested in medium sizing and linen fabricsTeam note
Segment RulesSample view
Segment: New collection VIPsFilters
Tag matches: New collectionFilter 1
Purchased in last 90 daysFilter 2
WhatsApp opt-in status: ConsentedPermission check
CSV ImportSample view
Field Mapping & ImportBatch audience
Field mapping: Name / Email / PhoneVerified
Imported records: 142 contactsStatus: Completed
Batch action: Add tagTag: New collection
CREATO / ContactsSample view
Emma MillerCustomer profile
Phone: +1 555 *** 0142Primary contact
Email: emma@miller.designVerified
Connected channels: WhatsApp / InstagramTouchpoints
Shared customer record
Put unified customer knowledge to work at every touchpoint
Don’t treat customer profiles like a static phonebook; leverage them across conversations, pipeline reviews, and marketing preparation.
Review conversation transcripts alongside the contact profile without switching tools.
Customer histories depend on connected integrations and verified data matching.
CREATO / Contacts
Frequently asked questions

Transform customer data into a shared team asset
Organize profiles, tags, and consent in one unified system; enter every interaction with full context.