Contacts — Intelligent CRM

The Contacts module is much more than a simple address book. It's a complete AI-enhanced CRM that centralizes every interaction with your clients, prospects, and partners. Imagine an address book that remembers everything: the last call, the last email, the last invoice, the next appointment. That's exactly what GoWeBa does — and WEBA makes it all automatic.

Value Proposition

By the Numbers

Accessing the Module

1. Log in to GoWeBa (goweba.com or your custom domain)
2. In the left sidebar, click "Contacts" (icon 👤)
3. The main contacts page displays with a list of all your contacts 💡 Shortcut: you can also use semantic search (⌘K or Ctrl+K) and type "contacts" to access it directly.

Interface — Overview

Main Page — Contact List

The main page displays all your organization's contacts in an interactive table.

Contact Card — Detailed View

By clicking on a contact, you access their full card showing all information and interactions.

Detailed Features

Creating a Contact

Procedure:

1. Click "+ New contact" in the top right of the Contacts page

2. Fill in the form:

3. Click "Save" to create the contact 💡 You can also create a contact directly from WEBA by saying "Create a contact for Marie Tremblay, marie@company.com".

Editing a Contact

1. Open the contact card by clicking their name in the list
2. Click the "Edit" button (✏️ icon) in the quick actions at the top
3. The edit form appears with the current data pre-filled
4. Modify the desired fields
5. Click "Save" to save changes

Deleting a Contact

1. Open the contact card
2. Click the actions menu (⋯) in the top right
3. Select "Delete"
4. Confirm the deletion in the dialog box ⚠️ Deletion is permanent and irreversible. All associated data (notes, tags, attachments) will also be deleted. Linked emails and tasks are not deleted but lose their link to this contact.

Managing a Contact's Emails

A contact can have multiple email addresses (primary + secondary).

1. Open the contact card
2. In the "Emails" section, click "+" to add an address
3. Enter the email address and type (Personal, Professional, Other)
4. The first address added becomes the primaryEmail
5. To change the primary email, click the ⭐ icon next to the desired address

Managing a Contact's Phone Numbers

Same logic as emails — a contact can have multiple numbers.

Managing Addresses

Each contact can have multiple postal addresses.

Notes and Interactions

Notes let you keep a human history of every interaction.

1. Open the contact card
2. In the "Notes" section, click "+ New note"
3. Write your note (supports rich text)
4. The note is timestamped and associated with your user account
5. You can edit or delete your own notes The "Interactions" tab automatically displays a chronological feed of:

• Emails sent and received
• Phone calls (with transcription if available)
• Manually added notes
• Calendar appointments
• Invoices sent

Tags (Labels)

Tags let you categorize and filter your contacts.

1. Open the contact card
2. In the "Tags" section, click "+" to add a tag
3. Select an existing tag or create a new one
4. Tags are shared at the organization level (all members have access) Useful tag examples:

Social Media

Associate your contacts' social profiles for a complete 360° view.

AI Enrichment

GoWeBa can automatically enrich a contact's card using AI.

1. Open the contact card
2. Click the "Enrich" button (✨ icon)
3. WEBA analyzes the email address and available data
4. Missing fields are filled automatically (company, position, photo, LinkedIn)
5. Review and confirm the suggestions before applying them 💡 AI enrichment consumes AI Credits. The cost is minimal (~0.01 credit per contact).

QR Code and vCard

Share a contact easily:

• QR Code — Generate a scannable QR code containing the contact's information
• vCard — Download a .vcf file compatible with all phones and email clients

1. Open the contact card
2. Click "Share" in the quick actions
3. Choose "QR Code" or "Download vCard"

Signature Intelligence

GoWeBa automatically analyzes your contacts' email signatures to extract information.

Contact Import and Export

.1 CSV Import

1. On the Contacts page, click the Import/Export button (↕)
2. Select "Import contacts (CSV)"
3. Drag and drop your CSV file or click to select it
4. GoWeBa automatically detects columns and suggests a mapping
5. Review the mapping and adjust if needed
6. Click "Preview" to see the first 10 rows
7. Click "Import" to launch the import
8. A report shows the number of imported contacts, detected duplicates, and errors

.2 vCard Import

1. On the Contacts page, click the Import/Export button (↕)
2. Select "Import contacts (vCard)"
3. Select a .vcf file
4. Contacts are imported automatically with all available fields

.3 CSV Export

1. On the Contacts page, click the Import/Export button (↕)
2. Select "Export all contacts (CSV)"
3. A CSV file is downloaded with all the organization's contacts

Sub-Modules

Contact Groups

Groups let you organize contacts by category (e.g., VIP Clients, Hot Prospects, Project Team X).

1. Go to Contacts > "Groups" tab
2. Click "+ New group"
3. Name the group and add an optional description
4. Add members by searching for existing contacts
5. The group is accessible from the list and can be used for bulk sends

Companies

The Companies module lets you manage the organizations you work with.

A contact can have roles in multiple companies (e.g., CEO at Company A and Consultant at Company B). Each role is managed via the "Company Roles" section of the contact card.

Duplicate Detection

GoWeBa automatically detects duplicates based on email address.

1. Go to Contacts > "Duplicates" tab
2. GoWeBa shows the list of contacts sharing the same email address
3. For each duplicate, three options:

Activity Heatmap

The heatmap is a visualization showing which contacts are most active in your organization. How it works:

• Each contact is represented by a dot on the heatmap
• The dot's size and color reflect the activity level
• Counted interactions: emails, calls, appointments, notes, invoices
• Filter by period (7 days, 30 days, 90 days, 1 year) 💡 The heatmap is ideal for identifying clients who need more active follow-up (cold dots) or those with whom you have a solid relationship (hot dots).

Use Cases

SMB / Small Business

Marie runs a 5-person company. Before GoWeBa, her contacts were spread across Google Contacts, Outlook, and an old Excel file.

1. Migration: CSV import of the old Excel file (~500 contacts)
2. Organization: Tag creation (Client, Prospect, Supplier)
3. Groups: Creation of "VIP Clients" group for the top 20 clients
4. AI Enrichment: WEBA automatically completes LinkedIn profiles
5. Tracking: The heatmap reveals 3 clients inactive for 90 days → follow-up planned

Real Estate Agent

Jean is a real estate agent managing 200 active clients.

1. Contacts: Each buyer and seller has a detailed card with notes
2. Tags: "Buyer", "Seller", "Owner", "Investor", "First-time buyer"
3. Contracts: Real estate contracts are linked directly to signing contacts
4. Interactions: Email and call history is visible on each card
5. QR Code: Jean shares his digital business card via QR code during showings

Sales Team

A 10-person sales team uses GoWeBa as a collaborative CRM.

1. Companies: Each client account is a company with associated contacts
2. Company Roles: Each contact has their role in the company (Decision Maker, Influencer, User)
3. Groups: "Q2 2026 Prospects" for the current pipeline
4. CSV Export: The team regularly exports data for Excel reporting
5. Semantic Search: "Show me contacts who purchased last month" via ⌘K

Configuration and Settings

Integration with Other Modules

Troubleshooting

Module FAQ

Q: How many contacts can I have? A: There is no technical limit. The system is designed to handle tens of thousands of contacts per organization. Q: Are contacts shared between organization members? A: Yes. All contacts are at the organization level, not the user level. All members have access (based on permissions). Q: Can I merge two contacts? A: Yes, via the Duplicates page or via the merge API. Complementary data is combined. Q: Can imported contacts be undone? A: No. Once imported, contacts are standard GoWeBa entities. You can delete them individually or in bulk. Q: Can I export my contacts? A: Yes. Full CSV export available in one click from the Contacts page. Q: How do I link a contact to multiple companies? A: Via Company Roles — add a role for each company in the contact card. Q: Are tags shared between members? A: Yes. Tags are at the organization level. All members can see and use them. Q: Can I see the history of who modified a contact? A: The modification history is in the Audit Log (Administration).

Limits and Roadmap