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Contact management

Remember the person. Keep the context.

A name and an email rarely tell the whole story. Keep where you met, what you discussed and your next step alongside each contact.

For founders, consultants and people building relationships at events, across companies and through everyday conversations.

Start your 7-day free trial

Then US$99/year. Card required. Cancel before the trial ends to avoid a charge.

From start to next step

  1. 01

    Capture while it is fresh

    Scan a business card, add a photo or voice note, or bring in LinkedIn details. Review and edit the fields before relying on them.

  2. 02

    Put the details together

    Link the person to a company and event. Add tags, notes and supporting files so the reason you connected stays close to their contact details.

  3. 03

    Pick up the conversation

    Search by name, email, company, notes or tags. Open the contact to see meeting history and your next action before reaching out.

The details stay connected

Contacts with a history

Keep notes, attachments and linked meetings on the contact. Pin priority people and use favorites to find them again.

Calendar emails that connect

Match known attendee emails to contacts. Review unknown people, link an existing contact or create one with optional LinkedIn details. Confirmed extra emails are remembered without replacing the primary address.

Follow-up you control

Write a next action or create a task linked to the person or company. Message templates help you start an email or WhatsApp conversation in the app you already use.

A few practical questions

Can I scan a business card into a contact?

Yes. Capture or upload a card and use AI extraction to fill contact details. You can review and correct the fields and keep the original image attached.

Can I add someone from LinkedIn?

You can enter a LinkedIn profile URL and fetch available details, or paste profile text when a fetch is unavailable. Review the result; enrichment depends on the information available.

What happens when a calendar email is not in my contacts?

In Meeting Inbox, review the attendee and choose an existing contact or create one. Linking remembers the calendar email for future matches while preserving a different primary email.

Does TaliCRM send follow-up messages automatically?

No. You choose the next action and when to reach out. Email and WhatsApp templates open a prepared message for you to review and send.

Keep the next conversation connected.

7 days free. Then US$99/year.

Try TaliCRM