✨ Introduction:
The Contact Card in Webware CRM acts as a 360-degree view of your customer. It centralizes all critical data, including contact details, communication history, website activity, payments, forms submitted, newsletters received, and more. This ensures your team has full visibility into each contact's interactions with your business — from their first website visit to their most recent purchase or conversation.
🔔 What to Know Before You Start:
You’ll need CRM permissions to access contact cards (ie Admin or TeamAdmin).
The Contact Card automatically updates with new activity, so you always have the most recent information.
Data shown on the Contact Card comes from multiple Webware tools (Website, CRM, Email Marketing, Payments, etc.), giving you a complete customer profile in one screen.
🛠️ Step-by-Step: How to Access and Navigate a Contact Card
✅ Accessing a Contact Card
Log in to your Webware Dashboard.
Navigate to the CRM section from the main menu.
In the Contacts tab, search for the contact using the search bar (search by name, email, or phone number).
Click on the contact’s name to open their Contact Card.
✅ Key Sections of the Contact Card
Section | What It Shows |
Contact Information | Name, email, phone number, company, assigned lists. |
Activity Section | Timeline showing which pages the contact visited, when, and for how long — once the website is fully live. |
Web Analytics History | The first and last visit dates for this contact. |
Website Activity | Number of visits and how many pages they viewed in total. |
Form Submissions | List of forms the contact has submitted, including the form name and submission date. |
Received Newsletters | Which email newsletters this contact has received. |
Payments | All one-time invoices paid and details of any recurring subscriptions they are on. |
Notes | Internal notes logged by your team — great for saving quick insights or reminders. |
Conversations | Full record of all email conversations and website live chats with this contact. |
File Uploads | Any files uploaded by the contact via web forms. |
Tasks | Any tasks assigned to this contact (follow-ups, reminders, etc.). |
Phone | Details from phone calls, including call summaries, transcripts, and recordings (if using Webware Phone). |
✅ Pro Tip:
The Contact Card is your single source of truth for every customer — no need to jump between different tools or screens. Encourage your team to add notes, log tasks, and review activity regularly to stay up to date on each customer’s journey.
🎯 Next Steps:
After reviewing a Contact Card, you can:
Send a follow-up email directly from the page.
Create a new task to remind your team of next steps.
Review payment history, form submissions, or past chats to personalize your next conversation.