ACCOUNTS & CONTACTS

Build a Complete View of Every Customer Relationship

Manage companies and contacts from a unified workspace. Keep every interaction, communication, and business relationship connected in one place for your entire organization.

360° Account Visibility
Real-time Communication Log
AG
Apex Global EnterprisesKey Account
Software & Cloud • $2.4M ARR • 1,200 Emp.
Company Profile
HQ Location:San Francisco, CA
Contract Status:Active (Renews Nov 26)
Account Lead:Sarah Jenkins (VP)
Contact List (3 Key)
David ChenCTO
Maria LopezFinance Dir.
Recent Activity
Call Logged: Annual Review Call
Quote Sent: $120k Expansion proposal
Communication Panel
Last Email: Re: Q3 Renewal
UNIFIED DATA ARCHITECTURE

Everything About Your Customers in One Place

Stop switching between disconnected records. Mangi CRM centralizes organizations, people, contact information, and business relationships into a single customer profile that stays consistent across your entire platform.

Unified Company Profiles

Maintain one trusted record for every organization.

Contact Management

Organize people, roles, departments, and responsibilities with ease.

Relationship Mapping

Understand how contacts relate to companies and internal teams.

Shared Customer Records

Access the same customer information across all business modules.

360° Customer Activity History

Apex Global • Full Chronological Stream

Live Telemetry
Calls10 mins ago

Phone logs, audio recordings & transcript summaries

Meetings2 hours ago

Calendar sync, video call notes & action items

EmailsYesterday

Two-way sync, opened tracking & link clicks

Opportunities2 days ago

Pipeline deal stages, ARR estimates & probability

ACTIVITY & INTERACTION LOG

A Complete 360° Customer Timeline

Track every interaction from first contact to long-term partnership.

Calls
Meetings
Emails
Opportunities
Quotes
Documents
Tasks
Notes
FLEXIBLE CONTACT STRUCTURE

Organize Contacts the Way Your Business Works

Multiple Addresses

Store headquarters, branches, billing, and shipping locations.

Communication Channels

Manage emails, phone numbers, messaging platforms, and social channels.

Contact Roles

Assign decision makers, finance contacts, managers, or technical representatives.

Department Structure

Organize contacts inside business units and teams.

CUSTOM CLASSIFICATION

Smart Segmentation

Group customers intelligently using custom segments and flexible tagging.

Active Filter Segment
Enterprise
✓ Dynamic Segment active across CRM campaigns & accounts
0.04s
AC
Acme Corp Global
Tech • 4 Contacts • $850k ARR
AI
Acme Innovations Inc
Health • 2 Contacts • $320k ARR
INSTANT ACCESSIBILITY

Find Any Customer in Seconds

Advanced Search

Query across accounts, contacts, notes, and documents instantly.

Instant Filters

Filter by industry, ARR, owner, location, or health score.

Saved Views

Save custom filter views for 1-click team access.

Smart Sorting

Sort by renewal date, account value, or last contact.

Pinned Accounts

Keep high-priority enterprise key accounts pinned.

Favorites

Mark frequently accessed contacts for fast access.

ROLE-BASED WORKFLOWS

Designed for Sales Teams

Sales Representatives

Manage customer relationships.

Sales Managers

Monitor customer portfolios.

Marketing Teams

Build targeted customer segments.

Executives

Gain complete customer visibility.

ENTERPRISE VALUE

Why Teams Choose Mangi CRM

Comprehensive customer relationship architecture designed for speed and clarity.

Single Source of Truth

Consolidate all company records, contacts, and communication into one unified database.

Complete Customer History

Retain full interaction logs from initial sales outreach to multi-year enterprise contracts.

Flexible Contact Structure

Support complex organizational hierarchies, branch offices, and multi-department teams.

Advanced Segmentation

Group accounts dynamically with custom tags, categories, and automated filter rules.

Shared Across Modules

Seamlessly link customer accounts directly to Project Management, Invoicing, and Support.

Enterprise Ready

Built-in SOC2 compliance, SAML SSO, granular access roles, and audit logging.

READY TO STREAMLINE YOUR ACCOUNTS?

Strengthen Every Customer Relationship

Create a unified customer database that grows with your business and empowers every team.

CRM Accounts & Contacts | MANGI Enterprise CRM