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Contacts

One profile per customer. Every signal. Every module. One source of truth.

Stop typing the same customer's name into five different tools. Contacts auto-unifies every signal from Surveys, Loyalty, Coupons, Referrals, Testimonials, and Ticketing into a single living profile — used by every workflow.

Start for freeSee how it works
  • Auto-unify by phone, email, payment, wallet pass
  • No duplicate manual entry
  • Live-segment by any signal

Maria Kowalska

maria.k@example.com · +1 (415) ••••22

Gold
Downtown · home locationMember since Jan 2025

Visits

14

Lifetime $

$268

LTV est.

$1,420

Signals · from every module

  • Review · 5★

    Google · 2d ago

  • Loyalty · Gold

    9 / 10 stamps · this card

  • Coupon · 25% off

    Redeemed · 4d ago · Downtown

  • Referred · 3 friends

    2 joined · $20 credit earned

  • Survey · NPS 9

    Last response · 2d ago

Auto-merged · 2 duplicate records

Matched by phone + Stripe customer fingerprint

Per customer

1 profile

Every signal, every interaction, every module — on one record.

Identity resolution

Automatic

Phone, email, Stripe customer, wallet pass — auto-matched.

Segments

Live + smart

Build any audience. Use it everywhere. Updates as customers change.

Ownership

Yours — fully

Export everything, delete on request, never sold.

The status quo

Three reasons your "customer view" isn't really a customer view.

The same customer, in six tools.

Maria is in your POS, your email tool, your loyalty app, your survey tool, your CRM, and a spreadsheet. Five of them have her old phone number. None of them know she just left a 1★ review.

Personalizing means manual exports.

You want to send your loyal customers a thank-you. That means exporting from one tool, pivoting in a spreadsheet, importing into another, and hoping nothing duplicates. Most teams just don't bother.

Dead profiles you can't see.

Someone who hasn't visited in 90 days lives in your CRM forever — taking up paid contacts. You can't tell who's at risk vs gone, because the signals are scattered across tools that don't talk.

How it works

From six tools to one source of truth — same afternoon.

Step 01

Connect your sources.

POS, ecommerce, email tool, CRM, ad accounts, custom databases. We pull in customer records (and only the fields you choose) on first sync.

Step 02

Auto-unify duplicates.

Identity resolution matches by phone, email, Stripe customer ID, wallet pass, and payment fingerprint. "Maria Kowalska" in your POS and "M. Kowalska" in HubSpot become one profile.

Step 03

Build segments that update live.

"Visited Downtown in the last 30 days AND Gold tier AND no recent review" — write it once, the segment updates as customers move in and out automatically.

Step 04

Every module uses the same profile.

Send a coupon? Surveys responses land on this profile. Loyalty tier-up writes here. Referral conversions, ticket history, review sentiment — all attached to one record, accessible from anywhere.

Inside Contacts

A CRM that finally feels like one.

Every signal, every module, one record.

Surveys, Loyalty, Coupons, Referrals, Testimonials, Ticketing — they all read from and write to the same customer profile. No syncing. No duplication. No drift.

  • Auto-stitched timeline across modules
  • Custom properties: anything your business cares about
  • Activity feed: every interaction, in chronological order

Activity · Maria Kowalska

  • 2d agoSurvey · NPS 9Surveys
  • 2d agoReview · 5★ on GoogleTestimonials
  • 4d agoCoupon · 25% off redeemedCoupons
  • 6d agoLoyalty · stamp +1 · DowntownLoyalty
  • 14d agoReferral · friend joinedReferrals
Why a platform

Every other module reads from — and writes to — Contacts.

This is the unfair advantage of a platform vs. a stack of point tools. Connect the dots once. They stay connected forever.

Surveys

Reads · contact attributes · last visit · tier

Loyalty

Writes · tier · stamps · redemptions

Coupons

Reads · segments · Writes · redemption events

Referrals

Reads · advocate tags · Writes · referrer credit

Testimonials

Writes · review history · sentiment

Ticketing

Reads · profile context · Writes · ticket history

Integrations

Pull customers from where they already live.

Square POS

Import customers + transactions

Shopify

Sync ecommerce customers

Stripe

Customer + payment fingerprint identity

HubSpot

Two-way sync · de-dupe

Salesforce

Two-way sync · field-mapped

Mailchimp

Audience sync · segment-aware

Google Sheets

Import or export segments

Zapier

Push to 5,000+ apps

Plus REST API, webhooks, and a CSV importer — pull from any system that exposes customer data.

Analytics

See your customer base as one breathing thing.

Watch the active, at-risk, and dormant segments breathe in and out as customer behavior shifts. Spot the cohort that needs attention this week — and feed it straight into Coupons or Surveys.

  • Total · active · at-risk · dormant — live segment sizes
  • Growth, churn, and LTV by acquisition source
  • One-click feed any segment into another module

Contacts · live

Customer base

Live

Total

24,318

+412

Active 30d

8,508

+12%

At-risk

1,240

−18%

Lifecycle distribution

Active · 35%Engaged · 30%At-risk · 20%Dormant · 15%

Acquisition source · last 30d

  • Walk-in (POS)+218$92 LTV
  • Referral+162$168 LTV
  • Ecommerce+84$142 LTV
  • Survey signup+41$124 LTV
Open at-risk segment
Why Informly

How we compare to an enterprise CRM — and a spreadsheet.

Enterprise CRMs are powerful — and require a team to run. Spreadsheets are free — and rot. Contacts is the in-between most customers need.

Capability
Informly
Enterprise CRM
Spreadsheet
Auto-unify duplicate records across sources
Manual rules
Live segments that update on behavior
Manual
Reads + writes from every other CX module
If you build it
Identity match by Stripe / wallet pass / payment FP
Custom properties with type safety + history
Columns rot
Right-to-be-forgotten cascades platform-wide
Per-module
Native POS + ecom + payment connectors
Add-on
Setup time
30 min
6–12 weeks
Years of drift
Cost at 10k contacts
Included in plan
$1000+/mo
Time
Pricing

Start free. Scale when you're ready.

A free plan with everything you need to start. Paid pricing per location, per month — with local rates by country, and every module included in every plan. No annual lock-in.

Free

For getting started

Free forever

Everything you need to run a real CX program — without paying a cent.

  • All 7 modules (Surveys, Contacts, Ticketing, Coupons, Loyalty, Referrals, Testimonials)
  • 1 location
  • Up to 500 contacts
  • Up to 100 survey responses / month
  • Core automation workflows
  • Community support
Start for free

Growth

For multi-location customers

Per location, per month

Local pricing by country

Everything in Free, plus scale, integrations, and the controls multi-location customers need.

  • All 7 modules — at full scale
  • Multi-location support (priced per location)
  • Unlimited contacts and survey responses
  • Full automation engine — every trigger, condition, action
  • All integrations (POS, CRM, ecommerce, messaging)
  • Role-based access for regions and teams
  • Priority support
See pricing for your country

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FAQ

Questions worth answering up front.

For most SMB and multi-location customers — yes. Contacts gives you unified profiles, segments, custom properties, and bi-directional integrations with your POS, ecommerce, and payment stack. If you need pipeline + deal + quote management (true enterprise B2B), keep HubSpot or Salesforce and we'll bi-directionally sync the contact layer with them.
Built on Contacts

Every other module reads and writes here.

Surveys

Responses land on the right profile — no email-to-CRM gymnastics.

Explore

Loyalty

Tier and stamp balance are properties on the customer record.

Explore

Coupons

Send to a segment instead of a CSV. Track redemption on the profile.

Explore

Referrals

Referrer attribution and friend conversion stitch into the same record.

Explore

Testimonials

Reviews are tied to the customer who wrote them — not just a username.

Explore

Ticketing

Open a ticket and see the full profile context — visits, tier, history.

Explore

Grow your happy customers.
Recover the unhappy ones.
Starting today.

Start free in under five minutes. No credit card. No setup call required.

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