Quick Contact Creation

Capture leads and contacts instantly without interrupting your workflow using a streamlined quick-create modal that lets you add contacts on the fly from anywhere in the platform. When you encounter a new lead during a meeting, conversation, or project work, open the quick-create modal, enter essential contact information, and continue working—all without navigating away from what you're doing.

Quick contact creation focuses on essential fields to keep the process fast—name, email, phone, and company—allowing you to capture leads quickly and add more details later when time permits. The modal appears instantly, saves contacts immediately, and disappears without disrupting your workflow, making it easy to capture contacts as you encounter them rather than trying to remember to add them later.

Perfect for sales teams capturing leads during calls or meetings, project teams meeting new stakeholders, or businesses that want to reduce friction when adding new contacts. Whether you're in a client meeting, on a phone call, or reviewing project information, quick contact creation ensures you never lose a lead because adding it to your CRM was too cumbersome.