Adding and managing contacts
Add contacts manually, capture them from forms, and organise them with tags, custom fields, and segments — your single source of truth for everyone you sell to.
Every other Mewayz module — Invoicing, Bookings, Email, Project Management — connects back to your contact list. Get the contact record right once, and the rest of your workspace inherits the same source of truth.
Add a contact manually
- Open CRM → Contacts → Add contact.
- Fill in name, email, phone, and company. Only name is required.
- Add tags to segment them — 'Lead', 'Customer', 'VIP', etc. You can filter by tag later.
- Add custom fields if you collect industry-specific data (e.g. 'License plate' for an auto shop, 'Allergies' for a clinic).
- Save. The contact is now linked across every Mewayz module.
Capture contacts automatically
Embed a contact form on your website (Form builder → Contact form → Embed code) or use the public link. Every submission creates a contact in CRM automatically, tagged with the source form.
Connect your Gmail or Outlook in Settings → Email integrations and Mewayz can auto-create contacts from people you email — no manual entry.