Relationship Management
Learn how PinkSuite can help you organize, track, and nurture all the people you connect with!
Your Contacts, Finally Organized
Say goodbye to scattered notes, spreadsheets and disorganized contact lists. The PinkSuite provides you with in-depth contact profiles where you can meticulously track your interactions and notes about each contact, ensuring you're always up-to-date and well-prepared.
Your lead system will funnel all of your leads and your contacts right into the platform allowing you to have everything you need to turn each interaction into income!
The people are the heart of your business, so your PinkSuite Contact Profile's are the heart of our software.
Managing client relationships just got a whole lot easier. With your PinkSuite’s contact profile feature, everything you need to know (and do!) with each person in your network is right at your fingertips - all conveniently organized in one place. Imagine having a single screen where you can instantly see everything you need about a contact - no more juggling tabs or hunting for details!
REPLACES:
Mulitple Spreadsheets
Excessive number of Tracking Sheets
Paper To-Do Lists
Other Task apps and all 532 sticky notes you have on your desk right now 😉
Transform your relationship management experience
💎 = Features only available with a Pro membership
With your PinkSuite contact profile, you’ll see your entire communication history with a contact at a glance. Every conversation, perfectly organized in one place. You never have to leave the profile to stay connected - message your contacts from right inside their profile.
No more hunting through emails, digging through text threads, or jumping between apps. The PinkSuite contact profile brings together your entire communication history with that contact on one screen:
- Direct Messages (DMs)
- Emails
- Text messages
- Voicemails
- Call history
Every conversation is organized, filterable, and easy to reference whenever you need it.
Ready to follow up or start a new conversation? You can:
- Send messages directly from the contact profile.
- View and manage any tasks or to-dos involving that contact.
- Instantly see all upcoming (and past) appointments with them, and even book new appointments with a single click.
No more scrambling to find that important file!
- Upload any documents or files related to your contact right inside their profile. For example: maybe you have a paper profile or referral list that you want to keep with that contact. You can scan or take a picture of the paper you have and upload it to their contact profile so you can quickly access it when you need it!
- If a contact sends you a document, it is automatically stored in the easily accessible document area of their profile.
Capture the moments and details that matter most:
- Leave notes or create new notes in the contact’s dedicated notes section.
- Tag contacts for easy categorization and personalized follow-up.
- Manage which automations & workflows they’re included in.
- Track their journey within any of your pipelines, or add them to a new pipeline as your relationship evolves.
- All your invoicing needs are covered right inside each contact profile. See open and past invoices at a glance and handle billing with total confidence, right where everything else lives.
- If your contact has completed a form, see all their answers instantly inside their profile.
- Your PinkSuite contact profile goes beyond static data - you can view your contact’s digital activity: see what pages they’ve visited on your website and where they’ve clicked. If they’re using your website’s chat widget, you’ll even see exactly which page they’re on, giving you the information you need to respond helpfully and in context.
- Your PinkSuite lets you link contacts with each other - perfect for when you work with teams, families, or organizations. Easily jump between related contacts, like connecting a consultant to all her team members or linking a hostess to her event guests.