Articles on contact management
13 articles tagged “contact management” — show all articles.
How to Send Free, Personalized eCards to Your Contacts: Animated, Scheduled and Tracked
eCards are the fastest way to show people you remembered. This guide shows how to send free, personalized eCards to your contacts, with animated designs, merge-field personalization, recurring auto-send for birthdays, and open and click tracking, and how that compares to card shops like American Greetings, Hallmark, Paperless Post and JibJab.
How to Organize Contact Lists: Best Practices for Segmentation That Scales
Contact lists multiply until they're clutter. This guide covers how to organize contact lists that stay useful past 500 contacts: a naming taxonomy, segmentation that matches how you think about people, keeping list logic simple, and a routine to retire the dead ones.
What Is a Personal CRM? Who Needs One and How Trevally Compares to Dex
A personal CRM keeps your relationships (not sales deals) organized: who you know, how you met, what you've exchanged and when to reach out again. This guide explains what a personal CRM is, who genuinely needs one and why, and compares two different philosophies: Dex, built around LinkedIn and thoughtful notes, and Trevally, built around your email.
The Best Contact Management Software: An Honest Comparison
Looking for the best contact management software? We compare eight tools honestly (HubSpot, Pipedrive, Nimble, Bigin by Zoho, Covve, Contacts+, Less Annoying CRM and Trevally) by what they do best, who they fit, and how much work each one asks of you before your contacts are actually organized.
Courier: How to Share Large Files with Your Contacts in Trevally
Email attachments cap out just when files get important. Courier is Trevally's secure file sharing: send up to five files of 100MB each to any contact, a whole contact list, or an entire import, with recipients notified by email, and people outside Trevally invited automatically. Here's how it works.
How to Create a Contact in Trevally and Use It Across the Whole App
Trevally builds most of your contact base automatically, but sometimes you need to create a contact by hand: a person you just met, a company, a supplier. This guide shows how to create personal and business contacts, customize their cards with your own fields, and where that new contact works across the app: lists, Kanban boards, file sharing, tasks and more.
Your Personal Contact Card: A Business Card That Never Goes Stale
Everyone who has your number has an old version of you: a former job title, a dead email, a landline. Your Trevally Personal Contact Card flips that: one card you keep current, with field-by-field privacy controls, audiences powered by your contact lists, and an approval handshake that decides exactly who receives your updates.
Importing Contacts into Trevally: Import Once, Use Everywhere
Your contacts don't all live in your inbox: some are in a LinkedIn export, an old Google CSV, or your iPhone. Trevally's import wizard brings them in with full control over how they're mapped, and then does something no address book does: it remembers every import as a reusable source you can plug into Kanban boards, Tailgate communities, Courier and more.
Contact Lists in Trevally: Organize Your Network and Share It
Contact Lists turn your synced contact base into organized, purposeful groups: family, clients, teammates, prospects. In this guide we create a list, fill it in seconds with a clever search trick, share it with the right people, and show where lists quietly power the rest of Trevally.
Inside the Trevally Contact Card: Every Feature, Including the Hidden Ones
The contact card is the heart of Trevally: one place holding everything about a relationship: messages, files, notes, tasks, insights and more. In this deep dive we tour every tab and reveal the special features you might have missed, like Relevance scoring, introduction insights, and smart duplicate merging.
Getting Started with Trevally: From Your First Sign-In to Finding Any Contact in Seconds
New to Trevally? This step-by-step tour walks you through your first minutes in the app: signing in with Google, granting permissions, accepting the terms, your first sync, exploring the dashboard, and finding any contact instantly with global search.
Trevally vs Pipedrive: Sales CRM or a Contact Platform That Builds Itself?
Pipedrive is one of the most respected sales CRMs on the market: visual pipelines, workflow automation, AI forecasting and a huge integration marketplace. This in-depth comparison looks at everything Pipedrive offers, everything Trevally offers, and the one difference that decides which fits you: who does the data entry.
Trevally vs Pipedrive, HubSpot, Salesforce, Monday.com and Zendesk: Which One Fits the Way You Work?
Pipedrive, HubSpot, Salesforce, Monday.com and Zendesk are excellent tools, each built for a specific job. This comparison looks at what each platform offers, who it serves best, and what Trevally does differently: building your contact base automatically from your inbox and adding pipelines, file sharing and relationship insights on top.