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Contacts are the heart of your Revenue Sol CRM. Every caller, texter, web-form lead, and paying customer becomes a contact record, giving you one trusted source of truth for who you serve and everything that has happened with them.

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The contact record

Open any contact to see their full profile in one place. A typical record includes:
  • Details: name, phone number(s), email, service address, company, and any custom fields your business tracks.
  • Tags and segments: labels you apply to group contacts (for example, “VIP,” “Maintenance plan,” or a neighborhood) so you can filter and target them later.
  • Status: whether the person is an active customer, a lead, or part of a pipeline.
From the record you can quickly start a conversation, create a job, send a quote, or request a payment without re-entering anyone’s information.

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The full timeline

Each contact shows a complete, chronological timeline so your whole team sees the same history. The timeline pulls together activity from across Revenue Sol, including:
  • Calls and texts handled by you or the 24/7 AI receptionist.
  • Emails and web-form submissions.
  • Jobs scheduled, dispatched, and completed.
  • Quotes sent, viewed, and approved.
  • Invoices and payments, including text-to-pay and card transactions.
  • Notes and tasks your team adds along the way.
Use the timeline before a call or visit to instantly recall the customer’s last job, outstanding balance, or open quote. No more digging through inboxes.

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Adding and editing contacts

New contacts are usually created automatically the first time someone calls, texts, emails, or submits a form, so your records stay current without manual entry. You can also add and update contacts yourself.
1

Open Contacts

Go to the Contacts area in your Revenue Sol workspace.
2

Add a new contact

Choose to create a contact, then enter the name and at least one way to reach them, such as a phone number or email.
3

Fill in the details

Add the service address, company, tags, and any custom fields that help you serve and segment the customer.
4

Save

Save the record. The contact is now searchable and ready to receive jobs, quotes, and messages.
To edit, open the record, update the fields, and save. Changes are visible to your whole team right away.

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Merging duplicate contacts

Because contacts can be created from several channels, the same person may appear more than once, for example one record from a phone call and another from a web form. When you find duplicates, merge them into a single record. Merging combines the timelines, jobs, quotes, payments, notes, and tags so nothing is lost and you keep one clean history per customer.
Merging is intended to be permanent. Before you merge, confirm the records truly belong to the same person, since combined history is difficult to separate afterward.

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Searching and finding contacts

Use search to jump to anyone in seconds. You can look people up by name, phone number, email, or address. For broader views, filter your contact list by tags or segments to build lists, such as everyone on a maintenance plan or every customer in a specific area. These segments power your targeted SMS and email campaigns.
Need a hand cleaning up or importing your contacts? Revenue Sol is built by Infinite Rankers LLC. Reach the team at contact@infiniterankers.io.

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Next steps

Leads

Track prospects through your pipeline and lead stages.

Unified inbox

See every call, text, and email for a contact in one conversation view.

Marketing campaigns

Turn contact segments into targeted SMS and email campaigns.