Contacts
Everyone you work with, with the whole story attached
People and companies with every conversation, every work item and every quote attached. Customers, suppliers, partners or colleagues, it works for everyone you deal with.
One picture
The whole story in one place
Every conversation, work item, quote and appointment comes together with the customer, including what arrives through the tools you connect.
- People and companies linked together
- One timeline across every app
- Customers, suppliers and partners in the same list
Memory
What your colleague knew, everyone knows now
Mervyn remembers what matters from conversations, like preferences and agreements, and shows it when you need it.
- Preferences and agreements from earlier conversations
- Visible beside every new conversation
- For the whole team, not just whoever heard it
Sources
Contacts from the tools you already have
Bring in your address book from Microsoft 365 or Google, or your customers from your web shop. Nothing to retype.
- Contact sources such as Microsoft 365 and Google
- Customers from Shopify
- New contacts from every conversation
Works with
The customer sits in the middle, whichever apps you switch on
Contacts works with the same information as the other apps. Every conversation, work item and quote knows who it belongs to.
Mervyn AI in Contacts
Know what's going on before you start
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Who is this?
A short summary of the customer before you call or reply.
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Where things stand
Conversations, work and quotes summed up into what is happening now.
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Memory
Preferences and agreements the AI remembers and brings into every draft.
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Ask the assistant
Which customers are still waiting for a reply, and what did we promise them?
Start with your own customers
We bring your contacts in together from the tools you already use.