Contact Management
Contact Management with Playbot
Import thousands of contacts from an XLSX or CSV file — Google and Outlook exports work as they are — then tag them, group them and start a WhatsApp chat in one click.
+ Add Contact ContactsLeads Pipeline ⇪ Import
⌕ Search…
⚲ Filter 2,418 contacts NameTagsGroupsReferral
RK Rohan Kapoor✆+91 90000 ••••• new_lead +1 Retail 📣Diwali adad · ID 40••
SI Sneha Iyer✆+91 90000 ••••• repeat_buyer Retail 📣Websitelink
IS Imran Sheikh✆+91 90000 ••••• corporate +2 Corporate —
PN Pooja Nair✆+91 90000 ••••• — — 📣Chat with usad · ID 40••
BB
Bloom & Basket Business account
TODAY
Message
Every chat becomes a contact
- New customers are added on their own, with the ad or link that brought them in
- Give each one tags, a lead score from cold to hot, a stage, deal value, priority and owner
- Add custom fields and an address, then open the chat from the contact in one click
Effortless grouping and tagging
- Filter by account, date range, tags, custom field or referral
- Select everyone a filter finds and add them to a group in one go
- Target a group or tag with your next broadcast
FAQ
Questions people ask about managing WhatsApp contacts
The way business owners ask them, answered in plain words.
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Yes. Upload an Excel (XLSX) or CSV file, or an export from Google or Outlook contacts, and thousands of customers are added at once. You do not have to save each number on a phone.
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Yes. Add tags and groups such as a town, a product line, dealer or retail, and send a message or an offer only to that group.
Broadcasts on WhatsApp -
Yes. Contacts and chats are stored in your Playbot Pro account, not on a staff member’s phone. Remove the person’s login and everything stays with you.