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.

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
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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
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FAQ

Questions people ask about managing WhatsApp contacts

The way business owners ask them, answered in plain words.

  • 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.