Every Relationship, One Dashboard
Manage people and businesses, and see every interaction across your platform — all in one place.
Capabilities / Features
Unlimited Contacts
Add as many individuals or businesses as you need — no limits.
Unified Contact Dashboard
Every call, task, invoice, note, quote, or message tied to a contact shows up here automatically.
People ↔ Businesses Linking
Link contacts to their businesses (and vice versa) to keep your records structured.
CSV Import & Smart Merge
Bulk import contacts with Excel/CSV and clean up duplicates with intelligent merging.
Quick Filters & Source Tracking
Filter by type, publication status, and source — perfect for organized workflows.
Custom Fields Ready
Expand contact data with custom fields based on your operations.
Use Cases
- B2B & B2C Relationship Management. Manage clients whether you serve individuals, businesses, or both.
- Centralized View for Teams. Sales, support, billing — everyone sees the same contact timeline.
- Client History in Seconds. Instantly pull up full timelines: notes, tasks, invoices, texts, calls, and more.
Benefits
360° Contact Insight
Know exactly what’s happening with every contact — no switching modules.
Better Business Structuring
Keep people and companies linked to simplify decision-making and reporting.
Stay Organized with Smart Merge
Keep your contact list clean and professional with Cybix's intelligent cleanup tool.
Future-Ready Data
Everything you do in Cybix connects back to your contact — it’s your system’s foundation.
Got Questions? We’ve Got Answers.
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Can I link people and businesses together?
Absolutely! Cybix lets you link multiple people to a single business and vice versa — giving you flexible relationship management.
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What can I see on a contact's dashboard?
Everything. From invoices, quotes, notes, calls, texts, and tasks — all activity across the platform tied to that contact is visible in one place.
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Can I import my existing contacts?
Yes! You can bulk import contacts via CSV (Excel) for fast setup and migration.
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How does the Smart Merge feature work? team members?
If the system detects potential duplicates (like same name but different phone numbers), you can choose to merge them into one unified contact to keep things clean.
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Is there a limit to how many contacts I can create?
Nope. You can add as many contacts — people or businesses — as your operations require.
Ready to centralize your business around the people who matter most?
Start building smarter contact relationships inside Cybix today.
