Contacts / 2 min
Customer history and profiles
See who is calling, what they asked before, and keep notes that stick.
Every caller gets a profile that remembers their details and past conversations, so a repeat customer is greeted like one instead of starting from scratch. You can add notes and tags to keep your best customers organized.
- 1
Open a contact
From the inbox or a call, open the customer profile to see their details and full history.
- 2
Add notes and tags
Add a preferred name, notes, or tags like VIP or Repeat to organize and recognize your customers.
- 3
Review their timeline
Scroll the timeline to see every call, text, and booking with that customer in order.
Notes
- Catchdesk recognizes returning callers automatically and brings their history forward.
- You can archive a contact to tidy your inbox without deleting their history.