The Contacts tab is your investor database. Every lead from your website forms, every manually added contact, every imported list, and every pipeline stage lives here.

What You Can Do in Contacts

• Add contacts manually or through form submissions
• Import and export contact lists (CSV)
• Manage contact information and custom fields
• Apply tags to segment your audience
• Communicate via email, SMS, or phone directly from a contact record
• Track pipeline stage and engagement history
• Monitor lead scores and lifetime scores

Key Concepts

Tags — Labels applied to contacts for segmentation. Examples: active-raise-q2, webinar-attendee, soft-commit, do-not-contact. Tags drive automations and let you build targeted lists.

Custom Fields — Fields beyond the defaults (name, email, phone) that store investor-specific data: accreditation status, investment range, asset class interest, how they found you. CapBloom pre-builds these — don't create new ones until you've reviewed what already exists.

Smartlists — Dynamic saved filters that automatically update as contacts meet or leave your criteria. The most powerful segmentation tool in CapBloom.

What Is a Smartlist?

A Smartlist is a saved filter that pulls contacts in real time based on conditions you define. Unlike a static CSV export, it updates automatically. The moment a contact gets tagged, changes pipeline stages, or opens an email, the relevant Smartlists reflect it instantly.

Think of it as a standing question you've saved:

• "Who are my high-intent leads who haven't booked a call yet?"